Comprehensive Money Management Services LLC
Top Portfolio Positions
65 positions ·
$41,414,538 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| B |
Barrick Mining Corp
Basic Materials
|
41,820 | $1,821,261 | 4.40% |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
17,742 | $1,771,538 | 4.28% |
| KMI |
Kinder Morgan, Inc.
Energy
|
62,772 | $1,725,602 | 4.17% |
| IAU |
Ishares Gold Trust
|
21,192 | $1,720,154 | 4.15% |
| WY |
Weyerhaeuser Co
Real Estate
|
67,887 | $1,608,243 | 3.88% |
| BX |
Blackstone Inc.
Financial Services
|
9,490 | $1,462,788 | 3.53% |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
12,416 | $1,459,128 | 3.52% |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
31,385 | $1,424,879 | 3.44% |
| SIVR |
abrdn Silver ETF Trust
|
17,064 | $1,154,208 | 2.79% |
| AAPL |
Apple Inc.
Technology
|
4,101 | $1,114,897 | 2.69% |
Portfolio Trend
Holdings in CRESY
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,038,223 | 82,203 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $724,160 | 80,681 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $882,491 | 84,066 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $894,156 | 82,942 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $942,090 | 76,456 | Shares | Sole | 2025-03-04 | |
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