SEC 13F Intelligence

Managers / Q4 2022

CFO4Life, L.P.NEW FILER

CIK 0001632248 · 735 PLAZA BLVD, SUITE 100, COPPELL, TX, 75019 · 214-637-9500

Reported Value
$470.5B
Q4 2022
Positions
176
Filings on Record
1
2019–present window
Filed
Jan 11, 2023
original filing

Summary

Cfo4life, L.P. reported $470.5B in U.S.-listed holdings across 176 positions for Q4 2022.

Its largest position, UPS, represents 11.8% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $470.5BQ4 ’22filingsflow.com

Portfolio Composition

By security type
ETP: 52.5%Common Stock: 46.0%Closed-End Fund: 0.5%MLP: 0.4%REIT: 0.3%Other: 0.4%
  • ETP · 52.5% · $246.9B
  • Common Stock · 46.0% · $216.3B
  • Closed-End Fund · 0.5% · $2.1B
  • MLP · 0.4% · $2.0B
  • REIT · 0.3% · $1.3B
  • Other · 0.4% · $1.9B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$470.5B176Jan 11, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.