CMH Wealth Management LLC
CMH Wealth Management LLC reported 117 holdings worth US$655M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
CMH Wealth Management LLC reported 117 holdings worth US$655M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Apple Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 117
- Value as reported
- US$655M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 88,908 | US$31.8M | 4.8% |
| Microsoft Corp. | 74,289 | US$27.7M | 4.2% |
| Apple Inc | 87,186 | US$25.2M | 3.8% |
| Amazon.com, Inc. | 89,639 | US$21.4M | 3.3% |
| Palo Alto Networks, Inc. | 57,173 | US$19.5M | 3.0% |
| Eli Lilly And Company | 14,385 | US$17.3M | 2.6% |
| Boeing Company (the) | 71,558 | US$15.5M | 2.4% |
| Broadcom Inc. | 36,177 | US$13.7M | 2.1% |
| Vertiv Holdings, Llc | 37,825 | US$12.7M | 1.9% |
| Ge Vernova Inc. | 9,871 | US$11.6M | 1.8% |
| Tjx Companies, Inc. (the) | 71,490 | US$10.8M | 1.7% |
| Nvidia Corporation | 46,153 | US$9.23M | 1.4% |
| Blackrock, Inc. | 9,476 | US$9.11M | 1.4% |
| Jp Morgan Chase & Co. | 27,516 | US$9.01M | 1.4% |
| Visa Inc. | 21,954 | US$7.53M | 1.1% |
| Berkshire Hathaway Inc. | 13,628 | US$6.82M | 1.0% |
| Snowflake Inc. | 26,614 | US$6.77M | 1.0% |
| Mastercard Incorporated | 13,065 | US$6.71M | 1.0% |
| Tesla, Inc. | 14,745 | US$6.2M | 0.95% |
| Walmart Inc. | 53,302 | US$6.04M | 0.92% |
| Stryker Corporation | 18,271 | US$5.77M | 0.88% |
| Danaher Corporation | 27,201 | US$5.19M | 0.79% |
| Salesforce, Inc. | 29,857 | US$4.69M | 0.72% |
| Servicenow, Inc. | 43,302 | US$4.3M | 0.66% |
| Blackstone Inc. | 36,032 | US$4.24M | 0.65% |
| Johnson & Johnson | 15,800 | US$4.01M | 0.61% |
| Caterpillar, Inc. | 3,493 | US$3.72M | 0.57% |
| Merck & Company, Inc. | 28,358 | US$3.67M | 0.56% |
| Procter & Gamble Company (the) | 23,462 | US$3.44M | 0.52% |
| Union Pacific Corporation | 11,893 | US$3.23M | 0.49% |
| Deere & Company | 4,912 | US$3.12M | 0.48% |
| Toronto-dominion Bank | 25,260 | US$3.07M | 0.47% |
| Enbridge Inc. | 56,425 | US$3.06M | 0.47% |
| The Cigna Group | 9,814 | US$2.71M | 0.41% |
| Illinois Tool Works Inc. | 9,587 | US$2.61M | 0.40% |
| Chevron Corporation | 14,075 | US$2.33M | 0.36% |
| Pepsico, Inc. | 17,178 | US$2.33M | 0.35% |
| Novartis Ag | 11,433 | US$1.79M | 0.27% |
| 3m Company | 10,925 | US$1.77M | 0.27% |
| W. P. Carey Inc. Reit | 23,655 | US$1.71M | 0.26% |
| Unitedhealth Group Incorporated | 4,093 | US$1.7M | 0.26% |
| Rtx Corporation | 7,825 | US$1.48M | 0.23% |
| Lockheed Martin Corporation | 2,886 | US$1.47M | 0.22% |
| Enterprise Products Partners L.p. | 39,586 | US$1.46M | 0.22% |
| Fedex Corporation | 4,394 | US$1.38M | 0.21% |
| Pfizer, Inc. | 56,014 | US$1.35M | 0.21% |
| Ryder System, Inc. | 4,064 | US$1.07M | 0.16% |
| Walt Disney Company (the) | 10,746 | US$1.04M | 0.16% |
| Verizon Communications Inc. | 23,972 | US$1.01M | 0.15% |
| Abbott Laboratories | 10,877 | US$987K | 0.15% |
| Emerson Electric Company | 6,133 | US$878K | 0.13% |
| Rpm International Inc. | 6,925 | US$770K | 0.12% |
| Diageo Plc | 9,150 | US$735K | 0.11% |
| Hercules Capital, Inc. | 46,270 | US$730K | 0.11% |
| Unilever Plc | 12,103 | US$728K | 0.11% |
| L3harris Technologies, Inc. | 1,985 | US$577K | 0.09% |
| General Mills, Inc. | 14,435 | US$502K | 0.08% |
| Thermo Fisher Scientific Inc | 773 | US$388K | 0.06% |
| Coca-cola Company (the) | 4,712 | US$385K | 0.06% |
| Constellation Brands, Inc. | 2,633 | US$366K | 0.06% |
| Home Depot, Inc. (the) | 888 | US$313K | 0.05% |
| United Parcel Service, Inc. | 2,640 | US$284K | 0.04% |
| Moody's Corporation | 536 | US$243K | 0.04% |
| Palantir Technologies Inc. | 2,056 | US$240K | 0.04% |
| Oracle Corporation | 1,627 | US$238K | 0.04% |
| Nextera Energy, Inc. | 2,438 | US$214K | 0.03% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Glaukos Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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