CMH Wealth Management LLC

CIK

1657516

Location

PORTSMOUTH, NH

Portfolio Value

Small $341,148,734

Diversification

Diversified

Filing Date

Global Rank

#3,198 / 8,603 ▲ 484 · as of Mar 2026

Top Industry

Software - Infrastructure 11.1%

3Y Alpha vs SPY

-7.0%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+76.0%

Annualised alpha

-7.1%

Max drawdown

−24.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

−4.1 pts

Top 5

32.4%

−11.6 pts

Top 10

49.1%

−14.8 pts

HHI

349

Diversified−235

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.4%	$96,792,951	10
Industrials	18.1%	$61,896,032	18
Financial Services	13.1%	$44,652,364	9
Healthcare	12.1%	$41,314,044	13
Consumer Cyclical	11.3%	$38,421,217	5
Communication Services	8.2%	$27,912,550	3
Consumer Defensive	5.0%	$16,992,851	8
Energy	2.3%	$7,935,477	3
Real Estate	0.8%	$2,839,368	1
Unclassified	0.4%	$1,479,973	3
Basic Materials	0.2%	$688,345	1
Utilities	0.1%	$223,562	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+25,308	26,936	$7,923,493
PG	PROCTER & GAMBLE Co	+20,444	23,912	$3,453,849
MSFT	Microsoft Corp	+20,374	74,558	$27,599,134
NOW	ServiceNow, Inc.	+17,775	75,942	$7,939,736
AAPL	Apple Inc.	+12,878	88,871	$22,554,571
PANW	Palo Alto Networks Inc	+12,807	60,122	$9,638,759
JNJ	Johnson & Johnson	+12,673	15,795	$3,860,929
BRK-B	Berkshire Hathaway Inc	+10,635	13,550	$6,493,160
BA	Boeing Co	+3,825	68,650	$13,663,409
BLK	BlackRock, Inc.	+2,330	9,330	$8,972,754
V	Visa Inc.	+1,701	21,355	$6,454,335
WMT	Walmart Inc.	+943	49,737	$6,181,314
NVDA	Nvidia Corp	+849	44,369	$7,737,953
QQQ	Invesco Qqq Trust, Series 1	+320	676	$390,173
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SNOW	Snowflake Inc.	−19,084	26,830	$4,046,500
GOOGL	Alphabet Inc.	−17,884	87,695	$25,217,574
DHR	Danaher Corp /De/	−11,421	25,369	$4,809,962
CRM	Salesforce, Inc.	−6,296	30,912	$5,770,343
TSLA	Tesla, Inc.	−2,322	14,879	$5,531,268
TJX	Tjx Companies Inc /De/	−1,068	68,483	$10,936,735
LLY	ELI LILLY & Co	−234	14,077	$12,947,602
MA	Mastercard Inc	−218	12,338	$6,164,805
AMZN	Amazon Com Inc	−184	102,848	$21,420,152
VRT	Vertiv Holdings Co	−167	37,610	$9,424,313
GEV	GE Vernova Inc.	−122	14,562	$12,711,169
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	35,311	$10,929,107
SYK	Stryker Corp	16,887	$5,548,899
BX	Blackstone Inc.	39,957	$4,594,655
ETN	Eaton Corp plc	12,626	$4,515,941
ENB	Enbridge Inc	62,400	$3,378,336
MRK	Merck & Co., Inc.	27,821	$3,346,588
UNP	Union Pacific Corp	12,161	$2,950,501
CI	Cigna Group	10,981	$2,929,181
TD	Toronto Dominion Bank	30,595	$2,854,819
WPC	W. P. Carey Inc.	41,780	$2,839,368
DE	Deere & Co	4,943	$2,784,391
CVX	Chevron Corp	13,419	$2,776,391
PEP	Pepsico Inc	16,953	$2,632,631
CAT	Caterpillar Inc	3,660	$2,592,963
ITW	Illinois Tool Works Inc	9,187	$2,391,284
PFE	Pfizer Inc	69,842	$1,961,163
EPD	Enterprise Products Partners L.P.	47,060	$1,780,750
NVS	Novartis AG	11,053	$1,688,345
MMM	3M Co	11,464	$1,664,916
LMT	Lockheed Martin Corp	2,685	$1,622,787
DEO	Diageo PLC	20,563	$1,530,915
MDT	Medtronic plc	16,980	$1,471,317
DIS	Walt Disney Co	15,125	$1,457,747
RTX	RTX Corp	7,362	$1,420,129
GIS	General Mills Inc	36,910	$1,373,790
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	15,279	$7,176,851
META	Meta Platforms, Inc.	6,882	$4,542,739
WDAY	Workday, Inc.	18,071	$3,881,289
TTD	Trade Desk, Inc.	82,067	$3,115,263
ABBV	AbbVie Inc.	1,023	$233,745
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $341,148,734 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	74,558	+20,374	$27,599,134	+5.3%	8.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	87,695	-17,884	$25,217,574	−23.7%	7.39%
AAPL	Apple Inc. Technology	Added	88,871	+12,878	$22,554,571	+9.2%	6.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	102,848	-184	$21,420,152	−9.9%	6.28%
BA	Boeing Co Industrials	Added	68,650	+3,825	$13,663,409	−2.9%	4.01%
LLY	ELI LILLY & Co Healthcare	Reduced	14,077	-234	$12,947,602	−15.8%	3.80%
GEV	GE Vernova Inc. Industrials	Reduced	14,562	-122	$12,711,169	+32.4%	3.73%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	68,483	-1,068	$10,936,735	+2.4%	3.21%
AVGO	Broadcom Inc. Technology	NEW	35,311	NEW	$10,929,107	NEW	3.20%
PANW	Palo Alto Networks Inc Technology	Added	60,122	+12,807	$9,638,759	+10.6%	2.83%
VRT	Vertiv Holdings Co Industrials	Reduced	37,610	-167	$9,424,313	+54.0%	2.76%
BLK	BlackRock, Inc. Financial Services	Added	9,330	+2,330	$8,972,754	+19.8%	2.63%
NOW	ServiceNow, Inc. Technology	Added	75,942	+17,775	$7,939,736	−10.9%	2.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,936	+25,308	$7,923,493	+1410.5%	2.32%
NVDA	Nvidia Corp Technology	Added	44,369	+849	$7,737,953	−4.7%	2.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,550	+10,635	$6,493,160	+343.2%	1.90%
V	Visa Inc. Financial Services	Added	21,355	+1,701	$6,454,335	−6.4%	1.89%
WMT	Walmart Inc. Consumer Defensive	Added	49,737	+943	$6,181,314	+13.7%	1.81%
MA	Mastercard Inc Financial Services	Reduced	12,338	-218	$6,164,805	−14.0%	1.81%
CRM	Salesforce, Inc. Technology	Reduced	30,912	-6,296	$5,770,343	−41.5%	1.69%
SYK	Stryker Corp Healthcare	NEW	16,887	NEW	$5,548,899	NEW	1.63%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,879	-2,322	$5,531,268	−28.5%	1.62%
DHR	Danaher Corp /De/ Healthcare	Reduced	25,369	-11,421	$4,809,962	−42.9%	1.41%
BX	Blackstone Inc. Financial Services	NEW	39,957	NEW	$4,594,655	NEW	1.35%
ETN	Eaton Corp plc Industrials	NEW	12,626	NEW	$4,515,941	NEW	1.32%
SNOW	Snowflake Inc. Technology	Reduced	26,830	-19,084	$4,046,500	−59.8%	1.19%
JNJ	Johnson & Johnson Healthcare	Added	15,795	+12,673	$3,860,929	+497.6%	1.13%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	23,912	+20,444	$3,453,849	+594.9%	1.01%
ENB	Enbridge Inc Energy	NEW	62,400	NEW	$3,378,336	NEW	0.99%
MRK	Merck & Co., Inc. Healthcare	NEW	27,821	NEW	$3,346,588	NEW	0.98%
UNP	Union Pacific Corp Industrials	NEW	12,161	NEW	$2,950,501	NEW	0.86%
CI	Cigna Group Healthcare	NEW	10,981	NEW	$2,929,181	NEW	0.86%
TD	Toronto Dominion Bank Financial Services	NEW	30,595	NEW	$2,854,819	NEW	0.84%
WPC	W. P. Carey Inc. Real Estate	NEW	41,780	NEW	$2,839,368	NEW	0.83%
DE	Deere & Co Industrials	NEW	4,943	NEW	$2,784,391	NEW	0.82%
CVX	Chevron Corp Energy	NEW	13,419	NEW	$2,776,391	NEW	0.81%
PEP	Pepsico Inc Consumer Defensive	NEW	16,953	NEW	$2,632,631	NEW	0.77%
CAT	Caterpillar Inc Industrials	NEW	3,660	NEW	$2,592,963	NEW	0.76%
ITW	Illinois Tool Works Inc Industrials	NEW	9,187	NEW	$2,391,284	NEW	0.70%
PFE	Pfizer Inc Healthcare	NEW	69,842	NEW	$1,961,163	NEW	0.57%
EPD	Enterprise Products Partners L.P. Energy	NEW	47,060	NEW	$1,780,750	NEW	0.52%
NVS	Novartis AG Healthcare	NEW	11,053	NEW	$1,688,345	NEW	0.49%
MMM	3M Co Industrials	NEW	11,464	NEW	$1,664,916	NEW	0.49%
LMT	Lockheed Martin Corp Industrials	NEW	2,685	NEW	$1,622,787	NEW	0.48%
DEO	Diageo PLC Consumer Defensive	NEW	20,563	NEW	$1,530,915	NEW	0.45%
MDT	Medtronic plc Healthcare	NEW	16,980	NEW	$1,471,317	NEW	0.43%
DIS	Walt Disney Co Communication Services	NEW	15,125	NEW	$1,457,747	NEW	0.43%
RTX	RTX Corp Industrials	NEW	7,362	NEW	$1,420,129	NEW	0.42%
GIS	General Mills Inc Consumer Defensive	NEW	36,910	NEW	$1,373,790	NEW	0.40%
VZ	Verizon Communications Inc Communication Services	NEW	24,646	NEW	$1,237,229	NEW	0.36%