Commonwealth Retirement Investments LLC

13F filer · CIK 0001963787

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$368MU.S. long equity reported on 13F

Positions317230 new · 1 closed

Net flow last quarter+$6.92MBuys minus sells

Top 10 positions weight33.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026317 positions
AVGOBroadcom Inc.	$27.5M	7.46%	0.00%	+16.4%	Q4 2022
ABBVAbbVie Inc.	$14.1M	3.83%	0.00%	+3.6%	Q4 2022
JNJJohnson & Johnson	$13.2M	3.58%	0.00%	+27.1%	Q4 2022
MSFTMicrosoft Corp	$12.9M	3.51%	0.00%	+19.8%	Q4 2022
MRKMerck & Co., Inc.	$10.7M	2.91%	0.00%	-11.3%	Q4 2022
PGPROCTER & GAMBLE Co	$9.78M	2.66%	0.00%	+352.7%	Q4 2022
HDHome Depot, Inc.	$9.64M	2.62%	0.00%	+9.0%	Q4 2022
CVXChevron Corp	$9.59M	2.60%	0.00%	+16.5%	Q4 2023
LRCXLam Research Corp	$8.39M	2.28%	0.00%	-39.0%	Q2 2023
PEPPepsico Inc	$7.66M	2.08%	0.00%	-4.0%	Q4 2022
JPMJPMorgan Chase & Co	$7.59M	2.06%	0.00%	-37.6%	Q4 2022
LMTLockheed Martin Corp	$7.52M	2.04%	0.01%	-8.5%	Q4 2022
MSMorgan Stanley	$7.35M	2.00%	0.00%	Not reported	Q4 2025
MOAltria Group, Inc.	$6.98M	1.89%	0.01%	-19.0%	Q2 2023
UNHUnitedhealth Group Inc	$6.64M	1.80%	0.00%	+52.2%	Q2 2023
CSCOCisco Systems, Inc.	$6.53M	1.77%	0.00%	-0.5%	Q4 2022
VVisa Inc.	$6.09M	1.65%	0.00%	-12.5%	Q4 2023
PULSPulse Electronics Corp	$5.62M	1.52%	0.65%	-23.5%	Q4 2022
AMATApplied Materials Inc	$5.37M	1.46%	0.00%	-57.0%	Q3 2023
HPQHP Inc	$4.48M	1.22%	0.02%	+261.9%	Q2 2023
XOMExxonMobil Holdings Corp	$4.48M	1.22%	0.00%	-58.3%	Q4 2022
MAMastercard Inc	$4.3M	1.17%	0.00%	+6.3%	Q4 2023
ALLAllstate Corp	$3.97M	1.08%	0.01%	+6.0%	Q4 2022
METMetlife Inc	$3.92M	1.06%	0.01%	+64.6%	Q4 2022
CMCSAComcast Corp	$3.56M	0.97%	0.00%	Not reported	Q4 2022
AAPLApple Inc.	$3.51M	0.95%	0.00%	0.0%	Q4 2022
NVDANvidia Corp	$3.37M	0.91%	0.00%	+548.3%	Q3 2025
RFRegions Financial Corp	$3.36M	0.91%	0.01%	+84.8%	Q4 2022
AFLAflac Inc	$3.21M	0.87%	0.01%	+106.9%	Q2 2025
KLACKla Corp	$3M	0.82%	0.00%	-0.3%	Q3 2023
COPConocophillips	$2.98M	0.81%	0.00%	+71.9%	Q2 2025
MRSHMarsh & Mclennan Companies, Inc.	$2.96M	0.80%	0.00%	New	Q2 2026
INTUIntuit Inc.	$2.75M	0.75%	0.00%	Not reported	Q4 2025
AMGNAmgen Inc	$2.62M	0.71%	0.00%	-38.5%	Q2 2024
TROWPrice T Rowe Group Inc	$2.6M	0.71%	0.01%	-33.7%	Q2 2025
THROTheron Resource Group	$2.37M	0.64%	0.69%	+6.6%	Q2 2025
BBYBest Buy Co Inc	$2.29M	0.62%	0.01%	+6.7%	Q2 2023
TJXTJX Companies Inc	$2.08M	0.56%	0.00%	-39.8%	Q2 2024
PUSHNational Financial Services Corp	$2.04M	0.55%	Not reported	+98.4%	Q2 2025
PRUPrudential Financial Inc	$2.04M	0.55%	0.01%	+8.4%	Q3 2023
COSTCostco Wholesale Corp	$2.03M	0.55%	0.00%	-1.1%	Q4 2022
TSCOTractor Supply Co	$1.97M	0.53%	0.01%	+2.1%	Q2 2024
ADPAutomatic Data Processing Inc	$1.92M	0.52%	0.00%	+1.6%	Q3 2023
PAYXPaychex Inc	$1.78M	0.48%	0.01%	+34.3%	Q4 2023
DRIDarden Restaurants Inc	$1.76M	0.48%	0.01%	+7.6%	Q2 2024
TRVTravelers Companies, Inc.	$1.75M	0.48%	0.00%	+4.8%	Q2 2025
PFGPrincipal Financial Group Inc	$1.68M	0.45%	0.01%	-8.1%	Q2 2025
EOGEog Resources Inc	$1.62M	0.44%	0.00%	+3.6%	Q2 2025
APHAmphenol Corp	$1.48M	0.40%	0.00%	New	Q2 2026
GEGeneral Electric Co	$1.46M	0.40%	0.00%	Not reported	Q4 2025

Q1 2026Reported May 11, 202688 positions
AVGOBroadcom Inc.	$19.4M	5.99%	0.00%	-1.6%	Q4 2022
XOMExxonMobil Holdings Corp	$13.3M	4.12%	0.00%	+1.9%	Q4 2022
ABBVAbbVie Inc.	$11.8M	3.64%	0.00%	+3.8%	Q4 2022
MRKMerck & Co., Inc.	$11.3M	3.50%	0.00%	+2.1%	Q4 2022
JPMJPMorgan Chase & Co	$10.9M	3.39%	0.00%	+1.9%	Q4 2022
MSFTMicrosoft Corp	$10.7M	3.32%	0.00%	+8.9%	Q4 2022
CVXChevron Corp	$10.3M	3.18%	0.00%	+6.6%	Q4 2023
JNJJohnson & Johnson	$9.98M	3.09%	0.00%	+1.9%	Q4 2022
LMTLockheed Martin Corp	$9.74M	3.01%	0.01%	+2.8%	Q4 2022
PEPPepsico Inc	$9.15M	2.83%	0.00%	+8.4%	Q4 2022
HDHome Depot, Inc.	$8.24M	2.55%	0.00%	+9.3%	Q4 2022
MOAltria Group, Inc.	$7.9M	2.44%	0.01%	+3.9%	Q2 2023
PULSPulse Electronics Corp	$7.33M	2.27%	0.84%	+67.2%	Q4 2022
LRCXLam Research Corp	$6.78M	2.10%	0.00%	-2.3%	Q2 2023
VVisa Inc.	$6.13M	1.90%	0.00%	+14.4%	Q4 2023
AMATApplied Materials Inc	$5.9M	1.82%	0.00%	-0.5%	Q3 2023
UPSUnited Parcel Service Inc	$4.52M	1.40%	0.01%	+12.3%	Q4 2022
BMYBristol Myers Squibb Co	$4.37M	1.35%	0.00%	+6.3%	Q2 2024
CSCOCisco Systems, Inc.	$4.33M	1.34%	0.00%	-1.0%	Q4 2022
AMGNAmgen Inc	$4.14M	1.28%	0.00%	+5.4%	Q2 2024
MAMastercard Inc	$3.94M	1.22%	0.00%	+10.5%	Q4 2023
TJXTJX Companies Inc	$3.65M	1.13%	0.00%	+6.6%	Q2 2024
ALLAllstate Corp	$3.26M	1.01%	0.01%	+6.6%	Q4 2022
TROWPrice T Rowe Group Inc	$3.11M	0.96%	0.02%	+8.0%	Q2 2025
AAPLApple Inc.	$3.08M	0.95%	0.00%	-1.5%	Q4 2022
UNHUnitedhealth Group Inc	$2.84M	0.88%	0.00%	+18.2%	Q2 2023
TSCOTractor Supply Co	$2.76M	0.86%	0.01%	+9.8%	Q2 2024
ABTAbbott Laboratories	$2.54M	0.79%	0.00%	+15.5%	Q2 2025
LENLennar Corp	$2.5M	0.77%	Not reported	+13.3%	Q2 2024
NEMNEWMONT Corp	$2.39M	0.74%	0.00%	+1.5%	Q2 2025
MTBM&T Bank Corp	$2.35M	0.73%	0.01%	+3.6%	Q4 2022
CFCF Industries Holdings, Inc.	$2.26M	0.70%	0.01%	+6.3%	Q2 2024
FASTFastenal Co	$2.22M	0.69%	0.00%	+4.8%	Q4 2023
COPConocophillips	$2.2M	0.68%	0.00%	+4.9%	Q2 2025
COSTCostco Wholesale Corp	$2.19M	0.68%	0.00%	-4.5%	Q4 2022
PGPROCTER & GAMBLE Co	$2.13M	0.66%	0.00%	-1.5%	Q4 2022
HSYHershey Co	$2.09M	0.65%	0.01%	+4.5%	Q3 2023
METMetlife Inc	$1.99M	0.62%	0.00%	+4.5%	Q4 2022
THROTheron Resource Group	$1.86M	0.58%	0.65%	+15.5%	Q2 2025
BBYBest Buy Co Inc	$1.82M	0.56%	0.01%	+6.2%	Q2 2023
EOGEog Resources Inc	$1.74M	0.54%	0.00%	+8.0%	Q2 2025
ADPAutomatic Data Processing Inc	$1.72M	0.53%	0.00%	+12.2%	Q3 2023
TGTTarget Corp	$1.71M	0.53%	0.00%	+6.9%	Q2 2025
PRUPrudential Financial Inc	$1.7M	0.53%	0.01%	+6.0%	Q3 2023
RFRegions Financial Corp	$1.57M	0.49%	0.01%	+6.8%	Q4 2022
DRIDarden Restaurants Inc	$1.56M	0.48%	0.01%	+6.5%	Q2 2024
PFGPrincipal Financial Group Inc	$1.52M	0.47%	0.01%	+7.5%	Q2 2025
TRVTravelers Companies, Inc.	$1.48M	0.46%	0.00%	+7.9%	Q2 2025
KLACKla Corp	$1.47M	0.45%	0.00%	-2.4%	Q3 2023
MCHPMicrochip Technology Inc	$1.47M	0.45%	0.00%	+6.4%	Q2 2025

Q4 2025Reported Feb 11, 2026327 positions
AVGOBroadcom Inc.	$22M	7.08%	0.00%	-2.8%	Q4 2022
MSFTMicrosoft Corp	$12.9M	4.14%	0.00%	+0.5%	Q4 2022
ABBVAbbVie Inc.	$11.9M	3.83%	0.00%	-2.1%	Q4 2022
JPMJPMorgan Chase & Co	$11.8M	3.79%	0.00%	-0.1%	Q4 2022
MRKMerck & Co., Inc.	$9.68M	3.12%	0.00%	-1.1%	Q4 2022
XOMExxonMobil Holdings Corp	$9.27M	2.99%	0.00%	+1.0%	Q4 2022
JNJJohnson & Johnson	$8.29M	2.67%	0.00%	-1.5%	Q4 2022
HDHome Depot, Inc.	$7.89M	2.54%	0.00%	+0.9%	Q4 2022
PEPPepsico Inc	$7.81M	2.51%	0.00%	-1.2%	Q4 2022
LMTLockheed Martin Corp	$7.58M	2.44%	0.01%	+4.1%	Q4 2022
CVXChevron Corp	$7.11M	2.29%	0.00%	-12.3%	Q4 2023
MOAltria Group, Inc.	$6.64M	2.14%	0.01%	+1.9%	Q2 2023
VVisa Inc.	$6.22M	2.00%	0.00%	+1.9%	Q4 2023
LRCXLam Research Corp	$5.56M	1.79%	0.00%	-13.3%	Q2 2023
AMATApplied Materials Inc	$4.46M	1.44%	0.00%	-1.0%	Q3 2023
PULSPulse Electronics Corp	$4.39M	1.41%	0.50%	+17.8%	Q4 2022
CSCOCisco Systems, Inc.	$4.34M	1.40%	0.00%	-3.7%	Q4 2022
MAMastercard Inc	$4.07M	1.31%	0.00%	+6.9%	Q4 2023
UPSUnited Parcel Service Inc	$4.06M	1.31%	0.01%	-19.4%	Q4 2022
BMYBristol Myers Squibb Co	$3.66M	1.18%	0.00%	+2.9%	Q2 2024
AMGNAmgen Inc	$3.65M	1.18%	0.00%	+2.3%	Q2 2024
AAPLApple Inc.	$3.35M	1.08%	0.00%	Not reported	Q4 2022
TJXTJX Companies Inc	$3.29M	1.06%	0.00%	+2.3%	Q2 2024
TROWPrice T Rowe Group Inc	$3.27M	1.05%	0.01%	+5.0%	Q2 2025
ALLAllstate Corp	$3.07M	0.99%	0.01%	+5.4%	Q4 2022
UNHUnitedhealth Group Inc	$2.93M	0.94%	0.00%	-0.1%	Q2 2023
TSCOTractor Supply Co	$2.78M	0.89%	0.01%	+1.9%	Q2 2024
ABTAbbott Laboratories	$2.69M	0.86%	0.00%	-2.9%	Q2 2025
LENLennar Corp	$2.61M	0.84%	Not reported	-0.3%	Q2 2024
MTBM&T Bank Corp	$2.21M	0.71%	0.01%	+0.4%	Q4 2022
NEMNEWMONT Corp	$2.17M	0.70%	0.00%	-7.9%	Q2 2025
PGPROCTER & GAMBLE Co	$2.14M	0.69%	0.00%	-0.9%	Q4 2022
METMetlife Inc	$2.13M	0.68%	0.00%	+0.5%	Q4 2022
COSTCostco Wholesale Corp	$1.98M	0.64%	0.00%	-2.1%	Q4 2022
ADPAutomatic Data Processing Inc	$1.94M	0.62%	0.00%	+3.6%	Q3 2023
PRUPrudential Financial Inc	$1.85M	0.60%	0.00%	+1.2%	Q3 2023
FASTFastenal Co	$1.83M	0.59%	0.00%	+1.4%	Q4 2023
BBYBest Buy Co Inc	$1.78M	0.57%	0.01%	-0.9%	Q2 2023
HSYHershey Co	$1.75M	0.56%	0.00%	-0.2%	Q3 2023
THROTheron Resource Group	$1.72M	0.55%	0.56%	+10.5%	Q2 2025
RFRegions Financial Corp	$1.53M	0.49%	0.01%	+3.1%	Q4 2022
COPConocophillips	$1.49M	0.48%	0.00%	+1.9%	Q2 2025
PFGPrincipal Financial Group Inc	$1.39M	0.45%	0.01%	+2.1%	Q2 2025
PAYXPaychex Inc	$1.39M	0.45%	0.00%	0.0%	Q4 2023
DRIDarden Restaurants Inc	$1.37M	0.44%	0.01%	+1.1%	Q2 2024
TRVTravelers Companies, Inc.	$1.36M	0.44%	0.00%	+1.8%	Q2 2025
MCHPMicrochip Technology Inc	$1.36M	0.44%	0.00%	+3.5%	Q2 2025
AFLAflac Inc	$1.35M	0.43%	0.00%	+2.8%	Q2 2025
WMWaste Management Inc	$1.32M	0.43%	0.00%	+0.6%	Q4 2022
TGTTarget Corp	$1.29M	0.41%	0.00%	+1.2%	Q2 2025

Q3 2025Reported Nov 4, 202592 positions
AVGOBroadcom Inc.	$21.6M	7.33%	0.00%	-0.1%	Q4 2022
MSFTMicrosoft Corp	$13.7M	4.66%	0.00%	+2.1%	Q4 2022
ABBVAbbVie Inc.	$12.3M	4.19%	0.00%	+1.7%	Q4 2022
JPMJPMorgan Chase & Co	$11.5M	3.92%	0.00%	+0.9%	Q4 2022
HDHome Depot, Inc.	$9.21M	3.13%	0.00%	+4.6%	Q4 2022
XOMExxonMobil Holdings Corp	$8.61M	2.93%	0.00%	+1.8%	Q4 2022
CVXChevron Corp	$8.26M	2.81%	0.00%	+1.6%	Q4 2023
MRKMerck & Co., Inc.	$7.81M	2.65%	0.00%	+4.9%	Q4 2022
PEPPepsico Inc	$7.73M	2.63%	0.00%	+3.3%	Q4 2022
JNJJohnson & Johnson	$7.54M	2.56%	0.00%	+1.2%	Q4 2022
LMTLockheed Martin Corp	$7.51M	2.55%	0.01%	+18.4%	Q4 2022
MOAltria Group, Inc.	$7.47M	2.54%	0.01%	+1.9%	Q2 2023
VVisa Inc.	$5.94M	2.02%	0.00%	+11.4%	Q4 2023
LRCXLam Research Corp	$5.02M	1.71%	0.00%	+1.3%	Q2 2023
UPSUnited Parcel Service Inc	$4.24M	1.44%	0.01%	+8.4%	Q4 2022
CSCOCisco Systems, Inc.	$4.01M	1.36%	0.00%	-1.8%	Q4 2022
MAMastercard Inc	$3.8M	1.29%	0.00%	+8.0%	Q4 2023
PULSPulse Electronics Corp	$3.75M	1.27%	0.43%	+19.4%	Q4 2022
AMATApplied Materials Inc	$3.59M	1.22%	0.00%	+4.5%	Q3 2023
LENLennar Corp	$3.21M	1.09%	Not reported	+6.7%	Q2 2024
AAPLApple Inc.	$3.13M	1.07%	0.00%	Not reported	Q4 2022
TROWPrice T Rowe Group Inc	$3.12M	1.06%	0.01%	+6.2%	Q2 2025
TSCOTractor Supply Co	$3.1M	1.05%	0.01%	+5.5%	Q2 2024
AMGNAmgen Inc	$3.08M	1.05%	0.00%	+6.8%	Q2 2024
UNHUnitedhealth Group Inc	$3.07M	1.04%	0.00%	-13.5%	Q2 2023
TJXTJX Companies Inc	$3.03M	1.03%	0.00%	+10.0%	Q2 2024
ALLAllstate Corp	$3M	1.02%	0.01%	+8.0%	Q4 2022
BMYBristol Myers Squibb Co	$2.97M	1.01%	0.00%	+11.5%	Q2 2024
ABTAbbott Laboratories	$2.96M	1.00%	0.00%	+8.9%	Q2 2025
PGPROCTER & GAMBLE Co	$2.32M	0.79%	0.00%	-2.0%	Q4 2022
METMetlife Inc	$2.21M	0.75%	0.00%	+1.7%	Q4 2022
FASTFastenal Co	$2.21M	0.75%	0.00%	+1.9%	Q4 2023
COSTCostco Wholesale Corp	$2.17M	0.74%	0.00%	-1.8%	Q4 2022
MTBM&T Bank Corp	$2.16M	0.74%	0.01%	+1.8%	Q4 2022
ADPAutomatic Data Processing Inc	$2.13M	0.73%	0.00%	+13.2%	Q3 2023
BBYBest Buy Co Inc	$2.03M	0.69%	0.01%	+2.1%	Q2 2023
NEMNEWMONT Corp	$1.99M	0.68%	0.00%	+5.4%	Q2 2025
KMBKimberly Clark Corp	$1.82M	0.62%	0.00%	+4.8%	Q3 2023
HSYHershey Co	$1.81M	0.61%	0.00%	+3.1%	Q3 2023
PRUPrudential Financial Inc	$1.68M	0.57%	0.00%	+4.6%	Q3 2023
HPQHP Inc	$1.58M	0.54%	0.01%	+5.2%	Q2 2023
PAYXPaychex Inc	$1.57M	0.53%	0.00%	+7.2%	Q4 2023
THROTheron Resource Group	$1.53M	0.52%	0.51%	+8.1%	Q2 2025
CFCF Industries Holdings, Inc.	$1.49M	0.51%	0.01%	+7.3%	Q2 2024
COPConocophillips	$1.48M	0.50%	0.00%	+10.9%	Q2 2025
RFRegions Financial Corp	$1.44M	0.49%	0.01%	+7.6%	Q4 2022
DRIDarden Restaurants Inc	$1.4M	0.48%	0.01%	+8.9%	Q2 2024
AFLAflac Inc	$1.33M	0.45%	0.00%	+10.0%	Q2 2025
MCHPMicrochip Technology Inc	$1.32M	0.45%	0.00%	+9.0%	Q2 2025
WMWaste Management Inc	$1.32M	0.45%	0.00%	-0.8%	Q4 2022

Premium opens every quarter this fund has filed