CMH Wealth Management LLC

13F filer · CIK 0001657516

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$655MU.S. long equity reported on 13F

Positions750 new · 4 closed

Net flow last quarter-$18.9MBuys minus sells

Top 10 positions weight29.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202675 positions
GOOGLAlphabet Inc.	$31.8M	4.85%	0.00%	+1.4%	Q4 2016
MSFTMicrosoft Corp	$27.7M	4.23%	0.00%	-0.4%	Q3 2017
AAPLApple Inc.	$25.2M	3.85%	0.00%	-1.9%	Q4 2016
AMZNAmazon Com Inc	$21.4M	3.26%	0.00%	-12.8%	Q4 2016
PANWPalo Alto Networks Inc	$19.5M	2.97%	0.01%	-4.9%	Q1 2020
LLYELI LILLY & Co	$17.3M	2.63%	0.00%	+2.2%	Q4 2016
BABoeing Co	$15.5M	2.36%	0.01%	+4.2%	Q1 2020
AVGOBroadcom Inc.	$13.7M	2.08%	0.00%	+2.5%	Q1 2026
VRTVertiv Holdings Co	$12.7M	1.93%	0.01%	+0.6%	Q3 2025
GEVGE Vernova Inc.	$11.6M	1.77%	0.00%	-32.2%	Q2 2025
TJXTJX Companies Inc	$10.8M	1.65%	0.01%	+4.4%	Q1 2018
NVDANvidia Corp	$9.23M	1.41%	0.00%	+4.0%	Q4 2018
BLKBlackRock, Inc.	$9.11M	1.39%	0.01%	+1.6%	Q4 2016
JPMJPMorgan Chase & Co	$9.01M	1.37%	0.00%	+2.2%	Q4 2016
VVisa Inc.	$7.53M	1.15%	0.00%	+2.8%	Q4 2016
BRK.BBerkshire Hathaway Inc	$6.82M	1.04%	Not reported	+0.6%	Q1 2018
SNOWSnowflake Inc.	$6.77M	1.03%	0.01%	-0.8%	Q3 2023
MAMastercard Inc	$6.71M	1.02%	0.00%	+5.9%	Q1 2019
TSLATesla, Inc.	$6.2M	0.95%	0.00%	-0.9%	Q2 2022
WMTWalmart Inc.	$6.04M	0.92%	0.00%	+7.2%	Q3 2025
SYKStryker Corp	$5.77M	0.88%	0.00%	+8.2%	Q1 2026
ETNEaton Corp plc	$5.32M	0.81%	0.00%	-1.2%	Q1 2026
DHRDanaher Corp	$5.19M	0.79%	0.00%	+7.2%	Q4 2018
CRMSalesforce, Inc.	$4.69M	0.72%	0.00%	-3.4%	Q4 2016
NOWServiceNow, Inc.	$4.3M	0.66%	0.00%	-43.0%	Q2 2022
BXBlackstone Inc.	$4.24M	0.65%	0.00%	-9.8%	Q4 2021
JAVASun Microsystems, Inc.	$4.09M	0.62%	Not reported	+8.5%	Q4 2022
JNJJohnson & Johnson	$4.01M	0.61%	0.00%	0.0%	Q3 2020
CATCaterpillar Inc	$3.72M	0.57%	0.00%	-4.6%	Q1 2018
MRKMerck & Co., Inc.	$3.67M	0.56%	0.00%	+1.9%	Q1 2026
PGPROCTER & GAMBLE Co	$3.44M	0.52%	0.00%	-1.9%	Q2 2020
UNPUnion Pacific Corp	$3.23M	0.49%	0.00%	-2.2%	Q1 2026
DEDeere & Co	$3.12M	0.48%	0.00%	-0.6%	Q1 2026
TDToronto Dominion Bank	$3.07M	0.47%	0.00%	-17.4%	Q1 2026
ENBEnbridge Inc	$3.06M	0.47%	0.00%	-9.6%	Q1 2026
CICigna Group	$2.71M	0.41%	0.00%	-10.6%	Q1 2026
ITWIllinois Tool Works Inc	$2.61M	0.40%	0.00%	+4.4%	Q1 2026
CVXChevron Corp	$2.33M	0.36%	0.00%	+4.9%	Q4 2016
PEPPepsico Inc	$2.33M	0.35%	0.00%	+1.3%	Q4 2016
NVSNovartis AG	$1.79M	0.27%	0.00%	+3.4%	Q1 2026
MMM3m Co	$1.77M	0.27%	0.00%	-4.7%	Q1 2026
WPCW. P. Carey Inc.	$1.71M	0.26%	0.01%	-43.4%	Q1 2026
UNHUnitedhealth Group Inc	$1.7M	0.26%	0.00%	+5.3%	Q1 2018
RTXRTX Corp	$1.48M	0.23%	0.00%	+6.3%	Q4 2020
LMTLockheed Martin Corp	$1.47M	0.22%	0.00%	+7.5%	Q1 2026
EPDEnterprise Products Partners L.P.	$1.46M	0.22%	0.00%	-15.9%	Q1 2026
FDXFedex Corp	$1.38M	0.21%	0.00%	+6.1%	Q1 2026
PFEPfizer Inc	$1.35M	0.21%	0.00%	-19.8%	Q4 2018
JCIJohnson Controls International plc	$1.33M	0.20%	0.00%	-1.4%	Q1 2026
MDTMedtronic plc	$1.09M	0.17%	0.00%	-18.6%	Q1 2026

Q1 2026Reported Apr 13, 202677 positions
MSFTMicrosoft Corp	$27.6M	4.74%	0.00%	+37.6%	Q3 2017
GOOGLAlphabet Inc.	$25.2M	4.33%	0.00%	-16.9%	Q4 2016
AAPLApple Inc.	$22.6M	3.87%	0.00%	+17.0%	Q4 2016
AMZNAmazon Com Inc	$21.4M	3.68%	0.00%	-0.2%	Q4 2016
BABoeing Co	$13.7M	2.35%	0.01%	+5.9%	Q1 2020
LLYELI LILLY & Co	$12.9M	2.22%	0.00%	-1.6%	Q4 2016
GEVGE Vernova Inc.	$12.7M	2.18%	0.01%	-0.8%	Q2 2025
TJXTJX Companies Inc	$10.9M	1.88%	0.01%	-1.5%	Q1 2018
AVGOBroadcom Inc.	$10.9M	1.88%	0.00%	New	Q1 2026
PANWPalo Alto Networks Inc	$9.64M	1.65%	0.01%	+27.1%	Q1 2020
VRTVertiv Holdings Co	$9.42M	1.62%	0.01%	-0.4%	Q3 2025
BLKBlackRock, Inc.	$8.97M	1.54%	0.01%	+33.3%	Q4 2016
NOWServiceNow, Inc.	$7.94M	1.36%	0.01%	+30.6%	Q2 2022
JPMJPMorgan Chase & Co	$7.92M	1.36%	0.00%	+1554.6%	Q4 2016
NVDANvidia Corp	$7.74M	1.33%	0.00%	+2.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6.49M	1.11%	Not reported	+364.8%	Q1 2018
VVisa Inc.	$6.45M	1.11%	0.00%	+8.7%	Q4 2016
WMTWalmart Inc.	$6.19M	1.06%	0.00%	+1.9%	Q3 2025
MAMastercard Inc	$6.16M	1.06%	0.00%	-1.7%	Q1 2019
CRMSalesforce, Inc.	$5.77M	0.99%	0.00%	-16.9%	Q4 2016
SYKStryker Corp	$5.56M	0.96%	0.00%	New	Q1 2026
TSLATesla, Inc.	$5.53M	0.95%	0.00%	-13.5%	Q2 2022
DHRDanaher Corp	$4.82M	0.83%	0.00%	-31.0%	Q4 2018
BXBlackstone Inc.	$4.59M	0.79%	0.01%	Not reported	Q4 2021
ETNEaton Corp plc	$4.52M	0.78%	0.00%	New	Q1 2026
SNOWSnowflake Inc.	$4.05M	0.69%	0.01%	-41.6%	Q3 2023
JNJJohnson & Johnson	$3.86M	0.66%	0.00%	+405.9%	Q3 2020
XOMExxonMobil Holdings Corp	$3.66M	0.63%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$3.45M	0.59%	0.00%	+589.5%	Q2 2020
JAVASun Microsystems, Inc.	$3.41M	0.59%	Not reported	+6.2%	Q4 2022
ENBEnbridge Inc	$3.38M	0.58%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$3.37M	0.58%	0.00%	New	Q1 2026
UNPUnion Pacific Corp	$2.95M	0.51%	0.00%	New	Q1 2026
CICigna Group	$2.93M	0.50%	0.00%	New	Q1 2026
WPCW. P. Carey Inc.	$2.88M	0.49%	0.02%	New	Q1 2026
TDToronto Dominion Bank	$2.85M	0.49%	0.00%	New	Q1 2026
DEDeere & Co	$2.79M	0.48%	0.00%	New	Q1 2026
CVXChevron Corp	$2.78M	0.48%	0.00%	Not reported	Q4 2016
PEPPepsico Inc	$2.63M	0.45%	0.00%	Not reported	Q4 2016
CATCaterpillar Inc	$2.59M	0.45%	0.00%	Not reported	Q1 2018
ITWIllinois Tool Works Inc	$2.41M	0.41%	0.00%	New	Q1 2026
PFEPfizer Inc	$1.96M	0.34%	0.00%	Not reported	Q4 2018
EPDEnterprise Products Partners L.P.	$1.78M	0.31%	0.00%	New	Q1 2026
NVSNovartis AG	$1.69M	0.29%	0.00%	New	Q1 2026
MMM3m Co	$1.66M	0.29%	0.00%	New	Q1 2026
LMTLockheed Martin Corp	$1.62M	0.28%	0.00%	New	Q1 2026
DEODiageo PLC	$1.53M	0.26%	0.00%	New	Q1 2026
MDTMedtronic plc	$1.48M	0.25%	0.00%	New	Q1 2026
FDXFedex Corp	$1.48M	0.25%	0.00%	New	Q1 2026
DISWalt Disney Co	$1.46M	0.25%	0.00%	Not reported	Q2 2017

Q4 2025Reported Jan 13, 202632 positions
GOOGLAlphabet Inc.	$33M	7.08%	0.00%	-3.2%	Q4 2016
MSFTMicrosoft Corp	$26.2M	5.61%	0.00%	+1.7%	Q3 2017
AMZNAmazon Com Inc	$23.8M	5.09%	0.00%	-0.3%	Q4 2016
AAPLApple Inc.	$20.7M	4.43%	0.00%	-1.8%	Q4 2016
LLYELI LILLY & Co	$15.4M	3.29%	0.00%	-3.2%	Q4 2016
BABoeing Co	$14.1M	3.01%	0.01%	+15.9%	Q1 2020
TJXTJX Companies Inc	$10.7M	2.29%	0.01%	+1.2%	Q1 2018
SNOWSnowflake Inc.	$10.1M	2.16%	0.01%	-9.2%	Q3 2023
CRMSalesforce, Inc.	$9.87M	2.11%	0.00%	+37.3%	Q4 2016
GEVGE Vernova Inc.	$9.6M	2.06%	0.01%	-0.2%	Q2 2025
NOWServiceNow, Inc.	$8.91M	1.91%	0.01%	+0.3%	Q2 2022
PANWPalo Alto Networks Inc	$8.72M	1.87%	0.01%	-1.8%	Q1 2020
DHRDanaher Corp	$8.43M	1.81%	0.01%	-4.2%	Q4 2018
NVDANvidia Corp	$8.12M	1.74%	0.00%	-0.2%	Q4 2018
TSLATesla, Inc.	$7.74M	1.66%	0.00%	+2.1%	Q2 2022
BLKBlackRock, Inc.	$7.49M	1.60%	0.00%	-1.8%	Q4 2016
SNPSSynopsys Inc	$7.18M	1.54%	0.01%	-0.1%	Q1 2024
MAMastercard Inc	$7.17M	1.54%	0.00%	-0.2%	Q1 2019
VVisa Inc.	$6.89M	1.48%	0.00%	-1.6%	Q4 2016
VRTVertiv Holdings Co	$6.12M	1.31%	0.01%	-1.4%	Q3 2025
WMTWalmart Inc.	$5.44M	1.16%	0.00%	0.0%	Q3 2025
METAMeta Platforms, Inc.	$4.54M	0.97%	Not reported	Not reported	Q4 2016
WDAYWorkday, Inc.	$3.88M	0.83%	0.01%	-0.8%	Q3 2025
JAVASun Microsystems, Inc.	$3.21M	0.69%	Not reported	+2.7%	Q4 2022
TTDTrade Desk, Inc.	$3.12M	0.67%	Not reported	-39.3%	Q1 2020
BRK.BBerkshire Hathaway Inc	$1.47M	0.31%	Not reported	+10.9%	Q1 2018
JNJJohnson & Johnson	$646K	0.14%	0.00%	+12.4%	Q3 2020
JPMJPMorgan Chase & Co	$525K	0.11%	0.00%	+102.7%	Q4 2016
PGPROCTER & GAMBLE Co	$497K	0.11%	0.00%	+21.6%	Q2 2020
MCOMoodys Corp	$272K	0.06%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$234K	0.05%	0.00%	-37.0%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$219K	0.05%	Not reported	-21.9%	Q1 2024
Q3 2025Reported Oct 21, 202534 positions
MSFTMicrosoft Corp	$27.6M	5.88%	0.00%	-2.5%	Q3 2017
GOOGLAlphabet Inc.	$26.5M	5.65%	0.00%	-5.8%	Q4 2016
AMZNAmazon Com Inc	$22.7M	4.84%	0.00%	-1.8%	Q4 2016
AAPLApple Inc.	$19.7M	4.20%	0.00%	-21.5%	Q4 2016
BABoeing Co	$12.1M	2.57%	0.01%	+0.8%	Q1 2020
SNOWSnowflake Inc.	$11.4M	2.43%	0.01%	-1.8%	Q3 2023
ADBEAdobe Inc.	$11.3M	2.41%	0.01%	+69.0%	Q3 2023
LLYELI LILLY & Co	$11.3M	2.40%	0.00%	+18.6%	Q4 2016
FISVFiserv Inc	$11.2M	2.38%	0.02%	+49.6%	Q2 2019
NOWServiceNow, Inc.	$10.7M	2.27%	0.01%	+33.5%	Q2 2022
TJXTJX Companies Inc	$9.93M	2.12%	0.01%	-12.0%	Q1 2018
PANWPalo Alto Networks Inc	$9.81M	2.09%	0.01%	+0.6%	Q1 2020
GEVGE Vernova Inc.	$9.05M	1.93%	0.01%	+0.4%	Q2 2025
BLKBlackRock, Inc.	$8.31M	1.77%	0.00%	-1.8%	Q4 2016
NVDANvidia Corp	$8.14M	1.73%	0.00%	+0.1%	Q4 2018
DHRDanaher Corp	$7.62M	1.62%	0.01%	-0.2%	Q4 2018
SNPSSynopsys Inc	$7.55M	1.61%	0.01%	+42.7%	Q1 2024
TSLATesla, Inc.	$7.49M	1.60%	0.00%	-44.9%	Q2 2022
MAMastercard Inc	$7.15M	1.52%	0.00%	+1.0%	Q1 2019
VVisa Inc.	$6.82M	1.45%	0.00%	+1.2%	Q4 2016
TTDTrade Desk, Inc.	$6.63M	1.41%	Not reported	+3.7%	Q1 2020
CRMSalesforce, Inc.	$6.44M	1.37%	0.00%	-1.2%	Q4 2016
VRTVertiv Holdings Co	$5.78M	1.23%	0.01%	New	Q3 2025
WMTWalmart Inc.	$5.03M	1.07%	0.00%	New	Q3 2025
WDAYWorkday, Inc.	$4.38M	0.93%	0.01%	New	Q3 2025
JAVASun Microsystems, Inc.	$3M	0.64%	Not reported	+1.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.32M	0.28%	Not reported	-3.3%	Q1 2018
JNJJohnson & Johnson	$515K	0.11%	0.00%	-0.7%	Q3 2020
ORCLOracle Corp	$493K	0.11%	0.00%	Not reported	Q4 2016
PGPROCTER & GAMBLE Co	$438K	0.09%	0.00%	-0.4%	Q2 2020
ABBVAbbVie Inc.	$376K	0.08%	0.00%	-0.2%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$274K	0.06%	Not reported	Not reported	Q1 2024
MCOMoodys Corp	$254K	0.05%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$253K	0.05%	0.00%	-9.2%	Q4 2016

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