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Latest CMH Wealth Management LLC Stock Portfolio

$663Million | No. of Holdings #111

CMH Wealth Management LLC Performance

2026 Q3+1.24%
YTD+8.45%
2025+10.33%

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 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, CMH Wealth Management LLC reported an equity portfolio of $663.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of CMH Wealth Management LLC are MSFT, GOOG, AAPL. The fund has invested 5.6% of it's portfolio in MICROSOFT CORP and 4.7% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off ENTERPRISE PRODS PARTNERS L (EPD), DIAGEO PLC (DEO) and GENERAL MILLS INC (GIS) stocks. They significantly reduced their stock positions in WP CAREY INC (WPC), PFIZER INC (PFE) and HERCULES CAPITAL INC (HTGC). CMH Wealth Management LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and LINDE PLC (LIN). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), FIDELITY MERRIMACK STR TR (FBND) and HOME DEPOT INC (HD).
CMH Wealth Management LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$663Million
  as of Oct 22, 2026

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

Our best estimate is that CMH Wealth Management LLC made a return of 1.24% in the last quarter. In trailing 12 months, it's portfolio return was 16.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp3,077,470
linde plc135,750
New stocks bought by CMH Wealth Management LLC

Additions

Ticker% Inc.
select sector spdr tr35.95
fidelity merrimack str tr16.97
home depot inc16.89
ishares tr9.72
tjx cos inc new9.37
stryker corporation9.3
walmart inc9.16
j p morgan exchange traded f8.78
Additions to existing portfolio by CMH Wealth Management LLC

Reductions

Ticker% Reduced
wp carey inc-70.69
ishares tr-69.21
pfizer inc-65.09
hercules capital inc-60.51
vanguard scottsdale fds-59.03
medtronic plc-41.9
unilever plc-40.32
disney walt co-38.11
CMH Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
enterprise prods partners l-1,455,180
general mills inc-502,338
diageo plc-735,477
constellation brands inc-366,224
nextera energy inc-213,984
vanguard index fds-204,606
moodys corp-242,766
CMH Wealth Management LLC got rid off the above stocks

Sector Distribution

CMH Wealth Management LLC has about 49.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Consumer Defensive
Sector%
Others49.1
Technology19.8
Industrials6.9
Healthcare6.5
Consumer Cyclical6
Communication Services4.9
Financial Services4.2
Consumer Defensive1.8

Market Cap. Distribution

CMH Wealth Management LLC has about 50.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.1
MEGA-CAP35.8
LARGE-CAP15

Stocks belong to which Index?

About 47.9% of the stocks held by CMH Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others52.1
S&P 50047.9
Top 5 Winners (%)%
PLTR
palantir technologies inc
55.9 %
CRM
salesforce inc
46.1 %
MSFT
microsoft corp
37.2 %
TMO
thermo fisher scientific inc
34.6 %
NOW
servicenow inc
34.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
10.3 M
AAPL
apple inc
3.8 M
PANW
palo alto networks inc
3.1 M
SNOW
snowflake inc
2.2 M
CRM
salesforce inc
2.2 M
Top 5 Losers (%)%
honeywell aerospace inc
-28.7 %
fedex fght hldg co inc
-25.9 %
VRT
vertiv holdings co
-25.2 %
CAT
caterpillar inc
-21.3 %
ge vernova inc
-18.7 %
Top 5 Losers ($)$
VRT
vertiv holdings co
-3.2 M
ge vernova inc
-2.3 M
BA
boeing co
-2.2 M
IJR
ishares tr
-1.9 M
TAGG
t rowe price exchange-traded
-1.7 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 111 stocks in it's portfolio. About 37.9% of the portfolio is in top 10 stocks. VRT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for CMH Wealth Management LLC last quarter.

$663.67MTotal Value
119Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of CMH Wealth Management LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CMH Wealth Management LLC's holding in Ishares Tr over time
2.42%212,065
$16.04M
2.42%
increased 5.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CMH Wealth Management LLC's holding in Ishares Tr over time
0.06%12,425
$366.5K
0.06%
decreased 69.21 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
CMH Wealth Management LLC's holding in Ishares Tr over time
1.72%133,816
$11.44M
1.72%
increased 5.25 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
CMH Wealth Management LLC's holding in J P Morgan Exchange Traded F over time
0.67%56,076
$4.47M
0.67%
increased 8.78 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CMH Wealth Management LLC's holding in Vanguard Scottsdale Fds over time
1.25%106,081
$8.31M
1.25%
decreased 5.14 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CMH Wealth Management LLC's holding in Vanguard Scottsdale Fds over time
0.85%16,329
$5.62M
0.85%
increased 7.02 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
CMH Wealth Management LLC's holding in Vanguard Scottsdale Fds over time
0.04%3,539
$273.4K
0.04%
decreased 59.03 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
CMH Wealth Management LLC's holding in Invesco Exchange Traded Fd T over time
1.04%44,823
$6.93M
1.04%
increased 4.13 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
CMH Wealth Management LLC's holding in Invesco Exchange Traded Fd T over time
0.24%24,553
$1.62M
0.24%
decreased 2.58 percentreduced