Latest CMH Wealth Management LLC Stock Portfolio

CMH Wealth Management LLC Performance:

2025 Q2: 7.19%YTD: -0.95%2024: 8.61%

Performance for 2025 Q2 is 7.19%, and YTD is -0.95%, and 2024 is 8.61%.

About CMH Wealth Management LLC and 13F Hedge Fund Stock Holdings

CMH Wealth Management LLC is a hedge fund based in NORTH HAMPTON, NH. On 08-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $555.9 Millions. In it's latest 13F Holdings report, CMH Wealth Management LLC reported an equity portfolio of $429.6 Millions as of 30 Jun, 2025.

The top stock holdings of CMH Wealth Management LLC are MSFT, AMZN, GOOG. The fund has invested 6.3% of it's portfolio in MICROSOFT CORP and 5.4% of portfolio in AMAZON COM INC.

The fund managers got completely rid off SPDR SER TR (BIL), ISHARES BITCOIN TRUST ETF and PROGRESSIVE CORP (PGR) stocks. They significantly reduced their stock positions in ISHARES TR (AGT), ADOBE INC (ADBE) and THE TRADE DESK INC (TTD). CMH Wealth Management LLC opened new stock positions in T ROWE PRICE ETF INC (TAGG), GE VERNOVA INC and SYNOPSYS INC (SNPS). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), FISERV INC and SALESFORCE INC (CRM).

CMH Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CMH Wealth Management LLC made a return of 7.19% in the last quarter. In trailing 12 months, it's portfolio return was 2.43%.

New Buys

Ticker	$ Bought
t rowe price etf inc	16,043,200
ge vernova inc	7,752,580
synopsys inc	5,497,980
mfs active exchange traded f	3,922,150
select sector spdr tr	280,356

New stocks bought by CMH Wealth Management LLC

Additions

Ticker	% Inc.
unitedhealth group inc	86.54
fiserv inc	45.53
salesforce inc	5.8
fidelity merrimack str tr	4.59
vanguard scottsdale fds	2.02
select sector spdr tr	1.65
servicenow inc	1.41
abbvie inc	1.37

Additions to existing portfolio by CMH Wealth Management LLC

Reductions

Ticker	% Reduced
ishares tr	-50.78
adobe inc	-37.14
the trade desk inc	-35.95
visa inc	-21.89
mastercard incorporated	-18.59
microsoft corp	-18.42
vanguard world fd	-18.04
ishares tr	-17.98

CMH Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr ser tr	-3,077,660
ishares bitcoin trust etf	-336,236
zimmer biomet holdings inc	-260,314
marathon pete corp	-324,743
atmos energy corp	-208,683
progressive corp	-328,009

CMH Wealth Management LLC got rid off the above stocks

Sector Distribution

CMH Wealth Management LLC has about 43.5% of it's holdings in Others sector.

Sector	%
Others	43.5
Technology	26.6
Consumer Cyclical	9.9
Healthcare	6.1
Communication Services	4.7
Industrials	4.3
Financial Services	3.4
Consumer Defensive	1.5

Market Cap. Distribution

CMH Wealth Management LLC has about 56.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	43.5
MEGA-CAP	36.2
LARGE-CAP	20.3

Stocks belong to which Index?

About 51.7% of the stocks held by CMH Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.7
Others	48.3

Top 5 Winners (%)		%
SNOW	snowflake inc	52.9 %
NVDA	nvidia corporation	45.7 %
MSFT	microsoft corp	30.2 %
TTD	the trade desk inc	29.1 %
NOW	servicenow inc	28.7 %

Top 5 Winners ($)		$
MSFT	microsoft corp	7.6 M
SNOW	snowflake inc	4.0 M
TTD	the trade desk inc	3.2 M
AMZN	amazon com inc	3.1 M
GOOG	alphabet inc	2.5 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-26.8 %
ABBV	abbvie inc	-11.3 %
JNJ	johnson & johnson	-7.8 %
AAPL	apple inc	-7.8 %
XLB	select sector spdr tr	-7.5 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-3.0 M
AAPL	apple inc	-1.9 M
LLY	eli lilly & co	-0.6 M
XLB	select sector spdr tr	-0.5 M
TGT	target corp	-0.4 M

CMH Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CMH Wealth Management LLC

CMH Wealth Management LLC has 54 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for CMH Wealth Management LLC last quarter.

Last Reported on: 11 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	6.33	54,641	27,179,000	reduced	-18.42
Historical Trend of MICROSOFT CORP Position Held By CMH Wealth Management LLC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	AMZN	amazon com inc	5.37	105,223	23,084,900	reduced	-1.39

	GOOG	alphabet inc	4.75	115,785	20,404,800	reduced	-0.91

	AAPL	apple inc	4.71	98,600	20,229,800	reduced	-8.85

	VAW	vanguard world fd	3.97	133,988	17,056,700	reduced	-1.01

	TAGG	t rowe price etf inc	3.73	489,121	16,043,200	new

	AAXJ	ishares tr	2.72	191,772	11,686,600	reduced	-17.98

	BA	boeing co	2.71	55,490	11,626,800	reduced	-0.35

	SNOW	snowflake inc	2.68	51,487	11,521,200	reduced	-0.66

	VAW	vanguard world fd	2.64	95,407	11,364,900	reduced	-18.04

	XLB	select sector spdr tr	2.40	94,868	10,296,000	added	0.2

		fiserv inc	2.33	57,947	9,990,640	added	45.53

	PANW	palo alto networks inc	2.28	47,915	9,805,330	reduced	-3.86

	LLY	eli lilly & co	2.26	12,462	9,714,500	added	1.34

	TSLA	tesla inc	2.26	30,559	9,707,370	reduced	-6.19

	TJX	tjx cos inc new	2.24	78,048	9,638,150	reduced	-3.18

	BNDW	vanguard scottsdale fds	2.22	115,232	9,555,040	added	2.02

	TTD	the trade desk inc	2.19	130,439	9,390,300	reduced	-35.95

	NOW	servicenow inc	2.08	8,687	8,930,930	added	1.41

	XLB	select sector spdr tr	2.02	58,681	8,656,620	reduced	-2.2