Cdm Financial Counseling Services, Inc.
Cdm Financial Counseling Services, Inc. reported 77 holdings worth US$116M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Cdm Financial Counseling Services, Inc. reported 77 holdings worth US$116M as of Jun 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$116M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 9,123 | US$3.4M | 2.9% |
| Alphabet Inc (google) Class C | 8,446 | US$3.02M | 2.6% |
| Berkshire Hathaway Inc. | 5,102 | US$2.55M | 2.2% |
| Caterpillar, Inc. | 2,145 | US$2.28M | 2.0% |
| Rtx Corporation | 9,777 | US$1.85M | 1.6% |
| Visa Inc. | 5,306 | US$1.82M | 1.6% |
| Apple Inc | 5,696 | US$1.65M | 1.4% |
| Marriott International | 4,189 | US$1.55M | 1.3% |
| Amazon.com, Inc. | 6,359 | US$1.52M | 1.3% |
| Philip Morris International Inc | 7,447 | US$1.35M | 1.2% |
| Union Pacific Corporation | 3,473 | US$945K | 0.81% |
| Home Depot, Inc. (the) | 2,357 | US$831K | 0.72% |
| Asml Holding Nv | 398 | US$794K | 0.68% |
| Mastercard Incorporated | 1,455 | US$747K | 0.64% |
| Mcdonald's Corporation | 2,385 | US$645K | 0.56% |
| Jp Morgan Chase & Co. | 1,934 | US$633K | 0.55% |
| Norfolk Southern Corporation | 2,002 | US$630K | 0.54% |
| Johnson & Johnson | 2,367 | US$601K | 0.52% |
| Deere & Company | 924 | US$586K | 0.50% |
| Eli Lilly And Company | 483 | US$579K | 0.50% |
| Coca-cola Company (the) | 6,919 | US$562K | 0.48% |
| Nvidia Corporation | 2,803 | US$561K | 0.48% |
| American Express Company | 1,603 | US$542K | 0.47% |
| Prologis, Inc. | 3,984 | US$540K | 0.47% |
| Starbucks Corporation | 5,176 | US$529K | 0.46% |
| Thermo Fisher Scientific Inc | 1,053 | US$528K | 0.45% |
| Yum! Brands, Inc. | 3,276 | US$524K | 0.45% |
| Csx Corporation | 11,003 | US$523K | 0.45% |
| Meta Platforms, Inc. | 911 | US$513K | 0.44% |
| Morgan Stanley | 2,197 | US$459K | 0.40% |
| Goldman Sachs Group, Inc. (the) | 434 | US$439K | 0.38% |
| Walmart Inc. | 3,341 | US$378K | 0.33% |
| Costco Wholesale Corporation | 396 | US$370K | 0.32% |
| Monster Beverage Corporation | 3,500 | US$336K | 0.29% |
| Lockheed Martin Corporation | 585 | US$298K | 0.26% |
| Nextera Energy, Inc. | 3,353 | US$294K | 0.25% |
| Intercontinental Exchange Inc. | 2,181 | US$269K | 0.23% |
| General Dynamics Corporation | 743 | US$263K | 0.23% |
| Automatic Data Processing, Inc. | 1,025 | US$229K | 0.20% |
| Advanced Micro Devices Inc | 370 | US$215K | 0.19% |
| Curtiss-wright Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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