CMH Wealth Management LLC
Long book
$582.5M
Q1 2026
Positions
113
Top-10 weight
35%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
62%
of book per quarter
Strategy in plain words
auto-generated from filingsCMH Wealth Management LLC is an institutional manager, running a $582.5M US long book across 113 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: MICROSOFT CORP, JPMORGAN ACTIVE H YIELD ETF, ALPHABET INC-CL A, APPLE INC, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.0%
Q2 2024
+3.6%
Q3 2024
+4.7%
Q4 2024
-7.3%
Q1 2025
+8.9%
Q2 2025
+5.5%
Q3 2025
+2.3%
Q4 2025
-5.4%
Q1 2026
+13.2%
Sector allocation
Technology 41%
Industrials 16%
Consumer discretionary 12%
Financials 10%
Healthcare 10%
Services media 5%
Energy 3%
Other 2%
Long book by quarter
What does CMH Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 74.6K | $27.6M | 4.7% | +37.6% |
| GOOGL ALPHABET INC-CL A | Technology | 87.7K | $25.2M | 4.3% | -16.9% |
| AAPL APPLE INC | Technology | 88.9K | $22.6M | 3.9% | +16.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 102.8K | $21.4M | 3.7% | -0.2% |
| BA BOEING CO/THE | Industrials | 68.7K | $13.7M | 2.3% | +5.9% |
| LLY ELI LILLY & CO | Healthcare | 14.1K | $12.9M | 2.2% | -1.6% |
| GEV GE VERNOVA INC | Industrials | 14.6K | $12.7M | 2.2% | -0.8% |
| TJX TJX COMPANIES INC | Consumer discretionary | 68.5K | $10.9M | 1.9% | -1.5% |
| AVGO BROADCOM INC | Technology | 35.3K | $10.9M | 1.9% | New |
| PANW PALO ALTO NETWORKS INC | Technology | 60.1K | $9.6M | 1.7% | +27.1% |
| VRT VERTIV HOLDINGS CO-A | Technology | 37.6K | $9.4M | 1.6% | -0.4% |
| BLK BLACKROCK INC | Financials | 9.3K | $9.0M | 1.5% | +33.3% |
| NOW SERVICENOW INC | Technology | 75.9K | $7.9M | 1.4% | +30.6% |
| JPM JPMORGAN CHASE & CO | Financials | 26.9K | $7.9M | 1.4% | +1554.5% |
| NVDA NVIDIA CORP | Technology | 44.4K | $7.7M | 1.3% | +2.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 13.6K | $6.5M | 1.1% | +364.8% |
| V VISA INC-CLASS A SHARES | Services media | 21.4K | $6.5M | 1.1% | +8.7% |
| WMT WALMART INC | Consumer discretionary | 49.7K | $6.2M | 1.1% | +1.9% |
| MA MASTERCARD INC - A | Services media | 12.3K | $6.2M | 1.1% | -1.7% |
| CRM SALESFORCE INC | Technology | 30.9K | $5.8M | 1.0% | -16.9% |
| SYK STRYKER CORP | Healthcare | 16.9K | $5.6M | 1.0% | New |
| TSLA TESLA INC | Industrials | 14.9K | $5.5M | 0.9% | -13.5% |
| DHR DANAHER CORP | Technology | 25.4K | $4.8M | 0.8% | -31.0% |
| BX BLACKSTONE INC | Financials | 40.0K | $4.6M | 0.8% | New |
| ETN EATON CORP PLC | Industrials | 12.6K | $4.5M | 0.8% | New |
| SNOW SNOWFLAKE INC | Technology | 26.8K | $4.0M | 0.7% | -41.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 15.8K | $3.9M | 0.7% | +405.9% |
| XOM EXXON MOBIL CORP | Energy | 21.6K | $3.7M | 0.6% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 23.9K | $3.5M | 0.6% | +589.5% |
| ENB ENBRIDGE INC | Energy | 62.4K | $3.4M | 0.6% | New |
| MRK MERCK & CO. INC. | Healthcare | 27.8K | $3.4M | 0.6% | New |
| UNP UNION PACIFIC CORP | Industrials | 12.2K | $3.0M | 0.5% | New |
| CI THE CIGNA GROUP | Financials | 11.0K | $2.9M | 0.5% | New |
| TD TORONTO-DOMINION BANK | Financials | 30.6K | $2.9M | 0.5% | New |
| DE DEERE & CO | Industrials | 4.9K | $2.8M | 0.5% | New |
| CVX CHEVRON CORP | Energy | 13.4K | $2.8M | 0.5% | New |
| PEP PEPSICO INC | Consumer staples | 17.0K | $2.6M | 0.5% | New |
| CAT CATERPILLAR INC | Industrials | 3.7K | $2.6M | 0.4% | New |
| ITW ILLINOIS TOOL WORKS | Industrials | 9.2K | $2.4M | 0.4% | New |
| PFE PFIZER INC | Healthcare | 69.8K | $2.0M | 0.3% | New |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 47.1K | $1.8M | 0.3% | New |
| MMM 3M CO | Healthcare | 11.5K | $1.7M | 0.3% | New |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.7K | $1.6M | 0.3% | New |
| MDT MEDTRONIC PLC | Healthcare | 17.0K | $1.5M | 0.3% | New |
| FDX FEDEX CORP | Industrials | 4.1K | $1.5M | 0.3% | New |
| DIS WALT DISNEY CO/THE | Services media | 15.1K | $1.5M | 0.3% | New |
| RTX RTX CORP | Industrials | 7.4K | $1.4M | 0.2% | New |
| GIS GENERAL MILLS INC | Consumer staples | 36.9K | $1.4M | 0.2% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 24.6K | $1.2M | 0.2% | New |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 9.2K | $1.2M | 0.2% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 113 | $582.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 53 | $466.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 55 | $469.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 54 | $429.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 55 | $399.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 54 | $436.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 53 | $425.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 49 | $406.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 12, 2024 | 44 | $393.6M | canonical | SEC ↗ |
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