Cfo4life, L.P. 13F annual report
Cfo4life, L.P. is an investment fund managing more than $470 billion ran by Kevin Woodard. There are currently 145 companies in Mr. Woodard’s portfolio. The largest investments include United Parcel Service and Vanguard Index Fds, together worth $109 billion.
$470 billion Assets Under Management (AUM)
As of 4th January 2023, Cfo4life, L.P.’s top holding is 319,274 shares of United Parcel Service currently worth over $55.5 billion and making up 11.8% of the portfolio value.
Relative to the number of outstanding shares of United Parcel Service, Cfo4life, L.P. owns more than approximately 0.1% of the company.
In addition, the fund holds 179,454 shares of Vanguard Index Fds worth $53.3 billion.
The third-largest holding is Darling Ingredients Inc worth $29.2 billion and the next is First Tr Exchng Traded Fd Vi worth $35.1 billion, with 1,284,167 shares owned.
Currently, Cfo4life, L.P.'s portfolio is worth at least $470 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cfo4life, L.P.
The Cfo4life, L.P. office and employees reside in Coppell, Texas. According to the last 13-F report filed with the SEC, Kevin Woodard serves as the Chief Compliance Officer at Cfo4life, L.P..
Recent trades
In the most recent 13F filing, Cfo4life, L.P. revealed that it had opened a new position in
Vanguard Index Fds and bought 179,454 shares worth $53.3 billion.
The investment fund also strengthened its position in United Parcel Service by buying
16,976 additional shares.
This makes their stake in United Parcel Service total 319,274 shares worth $55.5 billion.
United Parcel Service dropped 15.4% in the past year.
On the other hand, there are companies that Cfo4life, L.P. is getting rid of from its portfolio.
Cfo4life, L.P. closed its position in Ishares Tr on 11th January 2023.
It sold the previously owned 334,540 shares for $12 million.
Kevin Woodard also disclosed a decreased stake in Lennox International Inc by 0.5%.
This leaves the value of the investment at $2.72 billion and 11,388 shares.
One of the largest hedge funds
The two most similar investment funds to Cfo4life, L.P. are Wellington Management Group LL.P. and Avitas Wealth Management. They manage $469 billion and $474 billion respectively.
Kevin Woodard investment strategy
Cfo4life, L.P.’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Industrials — making up 19.8% of
the total portfolio value.
The fund focuses on investments in the United States as
47.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
43% of the total holdings value.
On the other hand, small-cap stocks make up only 2.8% of the portfolio.
The average market cap of the portfolio companies is close to $220 billion.
The complete list of Cfo4life, L.P. trades based on 13F SEC filings
These positions were updated on January 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| United Parcel Service, Inc. |
5.62%
319,274
|
$55,502,603,000 | 11.81% |
| Vanguard Index Fds |
Opened
179,454
|
$53,318,946,000 | 11.35% |
| Darling Ingredients Inc |
122.02%
466,421
|
$29,193,290,000 | 6.21% |
| First Tr Exchng Traded Fd Vi |
Opened
1,284,167
|
$35,067,205,000 | 7.46% |
| Apple Inc |
627.44%
139,007
|
$18,061,226,000 | 3.84% |
| Ishares Tr |
127.99%
498,943
|
$54,478,232,000 | 11.60% |
| Ishares Inc |
Opened
244,893
|
$11,436,503,000 | 2.43% |
| Microsoft Corporation |
Opened
40,253
|
$9,653,467,000 | 2.05% |
| Vanguard Intl Equity Index F |
Opened
230,707
|
$9,368,820,000 | 1.99% |
| Fidelity Covington Trust |
Opened
321,705
|
$14,099,576,000 | 3.00% |
| Ishares Tr |
Opened
573,282
|
$43,014,257,000 | 9.16% |
| Home Depot, Inc. |
Opened
24,242
|
$7,657,201,000 | 1.63% |
| Visa Inc |
Opened
28,621
|
$5,946,266,000 | 1.27% |
| Amazon.com Inc. |
Opened
57,017
|
$4,789,428,000 | 1.02% |
| Waste Mgmt Inc Del |
Opened
30,381
|
$4,766,116,000 | 1.01% |
| Mastercard Incorporated |
Opened
13,625
|
$4,737,685,000 | 1.01% |
| J P Morgan Exchange Traded F |
Opened
86,269
|
$4,327,051,000 | 0.92% |
| Pimco Etf Tr |
Opened
40,966
|
$3,706,604,000 | 0.79% |
| CSX Corp. |
Opened
102,474
|
$3,174,645,000 | 0.68% |
| Goldman Sachs Etf Tr |
Opened
115,099
|
$5,215,265,000 | 1.11% |
| Procter And Gamble Co |
539.97%
19,788
|
$2,999,043,000 | 0.64% |
| Walmart Inc |
Opened
20,841
|
$2,955,048,000 | 0.63% |
| Exxon Mobil Corp. |
704.99%
25,180
|
$2,777,396,000 | 0.59% |
| Lennox International Inc |
51.07%
11,388
|
$2,724,355,000 | 0.58% |
| Pepsico Inc |
Opened
15,016
|
$2,712,731,000 | 0.58% |
| Alteryx Inc |
Opened
52,483
|
$2,659,314,000 | 0.57% |
| Alphabet Inc |
Opened
28,870
|
$2,561,672,000 | 0.55% |
| Blackstone Secd Lending Fd |
Opened
113,145
|
$2,528,788,000 | 0.54% |
| Blackrock Inc. |
Opened
3,547
|
$2,513,776,000 | 0.54% |
| Prosperity Bancshares Inc. |
Opened
29,972
|
$2,178,351,000 | 0.46% |
| Johnson & Johnson |
231.20%
12,112
|
$2,139,551,000 | 0.46% |
| Alphabet Inc |
3,538.50%
23,723
|
$2,093,080,000 | 0.45% |
| Unitedhealth Group Inc |
Opened
3,673
|
$1,947,396,000 | 0.41% |
| Indexiq Active Etf Tr |
Opened
72,907
|
$1,731,533,000 | 0.37% |
| Pfizer Inc. |
Opened
28,748
|
$1,473,070,000 | 0.31% |
| Cisco Sys Inc |
Opened
30,713
|
$1,463,150,000 | 0.31% |
| Vanguard Bd Index Fds |
Opened
19,869
|
$1,427,415,000 | 0.30% |
| Chevron Corp. |
210.02%
7,918
|
$1,421,231,000 | 0.30% |
| Conocophillips |
Opened
11,032
|
$1,301,776,000 | 0.28% |
| Fidelity Merrimack Str Tr |
Opened
27,183
|
$1,223,775,000 | 0.26% |
| Berkshire Hathaway Inc. |
Opened
3,788
|
$1,170,113,000 | 0.25% |
| JPMorgan Chase & Co. |
46.42%
8,460
|
$1,134,445,000 | 0.24% |
| Eog Res Inc |
Opened
8,277
|
$1,072,053,000 | 0.23% |
| Spdr S&p 500 Etf Tr |
52.80%
2,681
|
$1,025,255,000 | 0.22% |
| Phillips 66 |
Opened
9,442
|
$982,739,000 | 0.21% |
| Coca-Cola Co |
Opened
15,336
|
$975,517,000 | 0.21% |
| Gilead Sciences, Inc. |
1.90%
11,270
|
$967,542,000 | 0.21% |
| Danaher Corp. |
Opened
3,379
|
$896,802,000 | 0.19% |
| Thermo Fisher Scientific Inc. |
Opened
1,568
|
$863,752,000 | 0.18% |
| Amplify Etf Tr |
Opened
23,974
|
$859,709,000 | 0.18% |
| VanEck ETF Trust |
Opened
60,470
|
$855,654,000 | 0.18% |
| Chubb Limited |
Opened
3,666
|
$808,688,000 | 0.17% |
| Devon Energy Corp. |
Opened
12,974
|
$798,054,000 | 0.17% |
| Merck & Co Inc |
Opened
7,136
|
$791,739,000 | 0.17% |
| Vanguard Scottsdale Fds |
Opened
10,243
|
$770,144,000 | 0.16% |
| Vanguard Tax-managed Fds |
Opened
17,998
|
$755,376,000 | 0.16% |
| ON Semiconductor Corp. |
Opened
11,996
|
$748,191,000 | 0.16% |
| Applied Matls Inc |
52.36%
7,651
|
$745,035,000 | 0.16% |
| Abbvie Inc |
Opened
4,415
|
$713,450,000 | 0.15% |
| Lockheed Martin Corp. |
Opened
1,466
|
$713,139,000 | 0.15% |
| Enterprise Prods Partners L |
81.34%
29,261
|
$705,776,000 | 0.15% |
| Enbridge Inc |
Opened
17,966
|
$702,464,000 | 0.15% |
| Union Pac Corp |
26.39%
3,376
|
$699,008,000 | 0.15% |
| Elevance Health Inc |
Opened
1,340
|
$687,417,000 | 0.15% |
| Berkley W R Corp |
Opened
9,435
|
$684,673,000 | 0.15% |
| Eaton Vance Tax Mnged Buy Wr |
48.32%
51,650
|
$679,204,000 | 0.14% |
| Westlake Corporation |
Opened
6,486
|
$665,108,000 | 0.14% |
| American Express Co. |
Opened
4,426
|
$653,982,000 | 0.14% |
| Home Bancshares Inc |
Opened
28,296
|
$644,866,000 | 0.14% |
| Lam Research Corp. |
74.40%
1,522
|
$639,864,000 | 0.14% |
| Meta Platforms Inc |
Opened
5,282
|
$635,645,000 | 0.14% |
| Select Sector Spdr Tr |
Opened
19,603
|
$1,025,855,000 | 0.22% |
| CVS Health Corp |
87.98%
6,769
|
$630,763,000 | 0.13% |
| MPLX LP |
Opened
19,000
|
$623,960,000 | 0.13% |
| AMGEN Inc. |
55.87%
2,359
|
$619,696,000 | 0.13% |
| Vanguard Star Fds |
Opened
11,284
|
$583,608,000 | 0.12% |
| Novartis AG |
Opened
6,421
|
$582,558,000 | 0.12% |
| Ulta Beauty Inc |
Opened
1,211
|
$568,044,000 | 0.12% |
| Grainger W W Inc |
Opened
1,001
|
$556,806,000 | 0.12% |
| Citizens Finl Group Inc |
90.62%
14,087
|
$554,595,000 | 0.12% |
| Vertex Pharmaceuticals, Inc. |
Opened
1,879
|
$542,618,000 | 0.12% |
| Blackrock Enhancd Cap & Inm |
29.48%
30,905
|
$529,094,000 | 0.11% |
| Mcdonalds Corp |
Opened
1,883
|
$496,252,000 | 0.11% |
| Magellan Midstream Prtnrs Lp |
95.84%
9,835
|
$493,807,000 | 0.11% |
| Independence Rlty Tr Inc |
Opened
29,063
|
$490,007,000 | 0.10% |
| Independent Bank Group Inc |
Opened
8,126
|
$488,189,000 | 0.10% |
| Fs Kkr Cap Corp |
Opened
27,030
|
$473,019,000 | 0.10% |
| Carrier Global Corporation |
Opened
11,436
|
$471,719,000 | 0.10% |
| Citigroup Inc |
Opened
10,118
|
$457,653,000 | 0.10% |
| AT&T Inc. |
Opened
23,829
|
$438,685,000 | 0.09% |
| Texas Instrs Inc |
Opened
2,634
|
$435,197,000 | 0.09% |
| Philip Morris International Inc |
34.23%
4,204
|
$425,518,000 | 0.09% |
| Pimco Dynamic Income Oprnts |
Opened
32,786
|
$418,677,000 | 0.09% |
| Intel Corp. |
Opened
15,422
|
$407,595,000 | 0.09% |
| Duke Energy Corp. |
4.97%
3,898
|
$401,466,000 | 0.09% |
| Lamar Advertising Co |
33.08%
4,172
|
$393,816,000 | 0.08% |
| Altria Group Inc. |
101.48%
8,555
|
$391,064,000 | 0.08% |
| Booking Holdings Inc |
Opened
191
|
$384,918,000 | 0.08% |
| Bain Cap Specialty Fin Inc |
Opened
31,646
|
$376,587,000 | 0.08% |
| NVIDIA Corp |
Opened
2,427
|
$354,726,000 | 0.08% |
| Dbx Etf Tr |
96.83%
10,115
|
$326,003,000 | 0.07% |
| Target Corp |
Opened
2,176
|
$324,331,000 | 0.07% |
| Fedex Corp |
34.74%
1,822
|
$315,618,000 | 0.07% |
| Tesla Inc |
Opened
2,396
|
$295,139,000 | 0.06% |
| Invesco Exch Traded Fd Tr Ii |
Opened
4,616
|
$294,988,000 | 0.06% |
| Bank America Corp |
Opened
8,820
|
$292,118,000 | 0.06% |
| Costco Whsl Corp New |
Opened
629
|
$287,065,000 | 0.06% |
| Schwab Strategic Tr |
Opened
6,205
|
$280,178,000 | 0.06% |
| Edison Intl |
Opened
4,391
|
$279,374,000 | 0.06% |
| Air Prods & Chems Inc |
Opened
904
|
$278,667,000 | 0.06% |
| Bristol-Myers Squibb Co. |
Opened
3,837
|
$276,090,000 | 0.06% |
| Invesco Exchange Traded Fd T |
Opened
6,152
|
$270,688,000 | 0.06% |
| Disney Walt Co |
6.23%
3,085
|
$268,025,000 | 0.06% |
| Spdr Gold Tr |
Opened
1,568
|
$265,996,000 | 0.06% |
| Medtronic Plc |
Opened
3,415
|
$265,418,000 | 0.06% |
| Verizon Communications Inc |
8.27%
6,521
|
$256,933,000 | 0.05% |
| Boeing Co. |
Opened
1,332
|
$253,733,000 | 0.05% |
| Starbucks Corp. |
Opened
2,507
|
$248,729,000 | 0.05% |
| Kite Rlty Group Tr |
Opened
11,777
|
$247,901,000 | 0.05% |
| Academy Sports & Outdoors In |
Opened
4,660
|
$244,854,000 | 0.05% |
| Kinder Morgan Inc |
Opened
13,401
|
$242,290,000 | 0.05% |
| Caterpillar Inc. |
Opened
988
|
$236,731,000 | 0.05% |
| Golub Cap Bdc Inc |
Opened
17,930
|
$235,961,000 | 0.05% |
| Blackrock Enhanced Equity Di |
Opened
25,998
|
$234,240,000 | 0.05% |
| Comcast Corp New |
16.51%
6,465
|
$226,088,000 | 0.05% |
| Global X Fds |
Opened
5,677
|
$223,503,000 | 0.05% |
| Wells Fargo Co New |
67.45%
5,354
|
$221,066,000 | 0.05% |
| American Airls Group Inc |
Opened
17,285
|
$219,865,000 | 0.05% |
| Truist Finl Corp |
Opened
5,024
|
$216,171,000 | 0.05% |
| Raytheon Technologies Corporation |
Opened
2,075
|
$209,458,000 | 0.04% |
| Genuine Parts Co. |
Opened
1,183
|
$205,179,000 | 0.04% |
| Vanguard Specialized Funds |
Opened
1,330
|
$202,031,000 | 0.04% |
| Kayne Anderson Energy Infrst |
Opened
22,145
|
$189,561,000 | 0.04% |
| Energy Transfer L P |
Opened
14,100
|
$167,369,000 | 0.04% |
| Xenia Hotels & Resorts Inc |
73.52%
12,680
|
$167,121,000 | 0.04% |
| Goldman Sachs BDC Inc |
Opened
11,453
|
$157,134,000 | 0.03% |
| Plains Gp Hldgs L P |
Opened
11,052
|
$137,482,000 | 0.03% |
| Cushman Wakefield Plc |
Opened
10,310
|
$128,463,000 | 0.03% |
| Owl Rock Capital Corp |
Opened
10,723
|
$123,854,000 | 0.03% |
| Listed Fd Tr |
Opened
17,000
|
$122,060,000 | 0.03% |
| Permian Resources Corp |
Opened
12,160
|
$114,305,000 | 0.02% |
| Nuscale Pwr Corp |
Opened
10,240
|
$105,062,000 | 0.02% |
| Eaton Vance Tax-managed Glob |
82.01%
11,094
|
$86,089,000 | 0.02% |
| Lloyds Banking Group plc |
Opened
35,909
|
$78,999,000 | 0.02% |
| Ishares Tr |
Closed
334,540
|
$12,006,000 | |
| Rydex Etf Trust |
Closed
57,029
|
$4,941,000 | |
| Comsovereign Hldg Corp |
Opened
66,067
|
$4,724,000 | 0.00% |
| Legacy Tex Finl Group Inc |
Closed
75,509
|
$3,251,000 | |
| Ishares |
Closed
14,468
|
$1,051,000 | |
| Lear Corp. |
Closed
6,550
|
$867,000 | |
| Alaska Air Group Inc. |
Closed
8,926
|
$792,000 | |
| Wisdomtree Tr |
Closed
7,992
|
$754,000 | |
| Zions Bancorporation |
Closed
17,426
|
$750,000 | |
| Eaton Vance Tx Mng By Wrt Op |
Closed
48,221
|
$716,000 | |
| BP plc |
Closed
17,843
|
$667,000 | |
| Prospect Capital Corp |
Closed
75,337
|
$629,000 | |
| Kroger Co. |
Closed
16,821
|
$580,000 | |
| LKQ Corp |
Closed
17,204
|
$527,000 | |
| The Southern Co. |
Closed
10,703
|
$526,000 | |
| General Electric Co. |
Closed
15,438
|
$488,000 | |
| Noble Corp Plc |
Closed
82,060
|
$486,000 | |
| Spdr Dow Jones Indl Avrg Etf |
Closed
2,461
|
$486,000 | |
| CDW Corp |
Closed
8,948
|
$466,000 | |
| Vmware Inc. |
Closed
5,916
|
$466,000 | |
| Retail Pptys Amer Inc |
Closed
30,344
|
$465,000 | |
| F5 Networks Inc |
Closed
3,121
|
$452,000 | |
| Southwest Airls Co |
Closed
9,044
|
$451,000 | |
| Quintiles Ims Holdings Inc |
Closed
5,560
|
$423,000 | |
| Realty Income Corp. |
Closed
7,251
|
$417,000 | |
| Owens Corning |
Closed
7,956
|
$410,000 | |
| Centene Corp. |
Closed
6,951
|
$393,000 | |
| Mohawk Inds Inc |
Closed
1,927
|
$385,000 | |
| Alliancebernstein Natl Muni |
Closed
28,126
|
$372,000 | |
| Biogen Inc |
Closed
1,266
|
$359,000 | |
| Ingersoll-rand Plc |
Closed
4,675
|
$351,000 | |
| Foot Locker Inc |
Closed
4,907
|
$348,000 | |
| Spectra Energy Partners Lp |
Closed
7,439
|
$341,000 | |
| Zix Corp. |
Closed
66,500
|
$329,000 | |
| Citrix Sys Inc |
Closed
3,494
|
$312,000 | |
| Cbs Corp New |
Closed
4,880
|
$310,000 | |
| American Elec Pwr Inc |
Closed
4,842
|
$305,000 | |
| Alps Etf Tr |
Closed
21,860
|
$275,000 | |
| D.R. Horton Inc. |
Closed
9,824
|
$268,000 | |
| Laboratory Corp Amer Hldgs |
Closed
2,077
|
$267,000 | |
| Welltower Inc. |
Closed
3,842
|
$257,000 | |
| Chicago Bridge & Iron Co N V |
Closed
7,953
|
$253,000 | |
| Alibaba Group Hldg Ltd |
Closed
2,794
|
$245,000 | |
| Commscope Hldg Co Inc |
Closed
6,555
|
$244,000 | |
| Ventas Inc |
Closed
3,896
|
$244,000 | |
| General Mls Inc |
Closed
3,770
|
$233,000 | |
| Archer Daniels Midland Co. |
Closed
4,806
|
$219,000 | |
| Emerson Elec Co |
Closed
3,899
|
$217,000 | |
| Eaton Vance Tax Mngd Gbl Dv |
Closed
17,767
|
$142,000 | |
| No transactions found | |||
| Showing first 500 out of 193 holdings | |||
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