Comprehensive Financial Management LLC

CIK
1799802
City
Los Gatos
State / Country
CA

Top Portfolio Positions

31 positions · $2,832,614,763 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CHYM

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Shares Held

Position Value (USD)

4 quarters on record
Report Date Value (USD) Shares
2026-03-31 $10,353,026 552,751
2025-12-31 $13,912,742 552,751
2025-09-30 $11,148,987 552,751
2025-06-30 $19,075,437 552,751