CM WEALTH ADVISORS LLC

Position in GHM — Graham Corp

CIK 1764581 BEACHWOOD, OH

Position in GHM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$500,730

-$887,332 QoQ

Shares Held

4,045

-96.2% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#134

of 220 holders

Holding Since

Mar 2023

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $5,417,977 across 4 Specialty Industrial Machinery names. GHM ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKOH	Park Ohio Holdings Corp	111,892	$4,302,247
2	GHM	Graham Corp This page	4,045	$500,730
3	RRX	Regal Rexnord Corp	1,339	$318,936
4	GEV	GE Vernova Inc.	252	$296,064

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,730	4,045	-96.2%	Shares	Sole	2026-08-10
2023-03-31	$1,388,062	106,121	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.