CMH WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 106K | $33.05M |
 | AMZN | 103K | $23.78M |
 | TTD | 82K | $3.12M |
 | AAPL | 76K | $20.66M |
 | TJX | 70K | $10.68M |
 | BA | 65K | $14.07M |
 | NOW | 58K | $8.91M |
 | MSFT | 54K | $26.20M |
 | WMT | 49K | $5.44M |
 | PANW | 47K | $8.72M |
 | SNOW | 46K | $10.07M |
 | NVDA | 44K | $8.12M |
 | VRT | 38K | $6.12M |
 | CRM | 37K | $9.87M |
 | DHR | 37K | $8.43M |
 | V | 20K | $6.89M |
 | WDAY | 18K | $3.88M |
 | TSLA | 17K | $7.74M |
 | SNPS | 15K | $7.18M |
 | GEV | 15K | $9.60M |
Alphabet Inc.
GOOGL
Shares Held
106K
Value
$33.05M
Amazon.com, Inc.
AMZN
Shares Held
103K
Value
$23.78M
The Trade Desk, Inc.
TTD
Shares Held
82K
Value
$3.12M
Apple Inc.
AAPL
Shares Held
76K
Value
$20.66M
The TJX Companies, Inc.
TJX
Shares Held
70K
Value
$10.68M
The Boeing Company
BA
Shares Held
65K
Value
$14.07M
ServiceNow, Inc.
NOW
Shares Held
58K
Value
$8.91M
Microsoft Corporation
MSFT
Shares Held
54K
Value
$26.20M
Walmart Inc.
WMT
Shares Held
49K
Value
$5.44M
Palo Alto Networks, Inc.
PANW
Shares Held
47K
Value
$8.72M
Snowflake Inc.
SNOW
Shares Held
46K
Value
$10.07M
NVIDIA Corporation
NVDA
Shares Held
44K
Value
$8.12M
Vertiv Holdings Co
VRT
Shares Held
38K
Value
$6.12M
Salesforce, Inc.
CRM
Shares Held
37K
Value
$9.87M
Danaher Corporation
DHR
Shares Held
37K
Value
$8.43M
Visa Inc.
V
Shares Held
20K
Value
$6.89M
Workday, Inc.
WDAY
Shares Held
18K
Value
$3.88M
Tesla, Inc.
TSLA
Shares Held
17K
Value
$7.74M
Synopsys, Inc.
SNPS
Shares Held
15K
Value
$7.18M
GE Vernova Inc.
GEV
Shares Held
15K
Value
$9.60M