Long-term investor

Cmh Wealth Management LLC @cmhwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001657516).

Record

  • Tracked since 2025-06-30 (441 days), 135 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +12.8% · all +12.8%
  • Max drawdown n/a · win rate 6% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 4.8% · long · since 2025-06-30
  • MSFT · 4.2% · long · since 2025-06-30
  • JPHY · 4.1% · long · since 2025-09-30
  • AAPL · 3.8% · long · since 2025-06-30
  • TMSL · 3.5% · long · since 2025-06-30
  • MFSI · 3.3% · long · since 2025-06-30
  • AMZN · 3.3% · long · since 2025-06-30
  • VFH · 3.0% · long · since 2025-06-30
  • PANW · 3.0% · long · since 2025-06-30
  • LLY · 2.6% · long · since 2025-06-30
  • SOXX · 2.5% · long · since 2025-06-30
  • 097023105 · 2.4% · long · since 2025-06-30

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