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CJM Wealth Advisers, Ltd.
hedge fundUpdated 9 days agoManaged by Cjm Wealth Advisers, Ltd. • Latest filing Q3 2026
Portfolio value
$378.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $334.3M |
| Q1 2026 | $328.3M |
| Q2 2026 | $380.9M |
| Q3 2026 | $378.9M |
Top holdings
84 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $106.9M | 152.5K | 28.21% | Trimmed(-2.4%) | |
| 2 | $66M | 89.2K | 17.42% | Trimmed(-0.8%) | |
| 3 | $36.6M | 508.0K | 9.65% | Trimmed(-4.5%) | |
| 4 | $27.7M | 567.5K | 7.32% | Added(+13.8%) | |
| 5 | $22.3M | 164.1K | 5.89% | Trimmed(-3.5%) | |
| 6 | $13.3M | 61.7K | 3.52% | Trimmed(-3.0%) | |
| 7 | $9.3M | 27.6K | 2.46% | Trimmed(-7.8%) | |
| 8 | $7.8M | 62.3K | 2.06% | Added(+11.5%) | |
| 9 | $7.7M | 15.5K | 2.04% | Added(+1.4%) | |
| 10 | $7.2M | 44.3K | 1.90% | — | |
| 11 | $6.4M | 19.3K | 1.70% | Trimmed(-3.0%) | |
| 12 | $4.4M | 62.8K | 1.17% | Trimmed(-2.1%) | |
| 13 | $3.6M | 45.6K | 0.94% | Added(+134.3%) | |
| 14 | $2.7M | 11.0K | 0.72% | Unchanged | |
| 15 | $2.7M | 5.3K | 0.71% | Added(+0.9%) | |
| 16 | $2.6M | 11.7K | 0.68% | Added(+0.5%) | |
| 17 | $2.4M | 8.3K | 0.64% | Trimmed(-3.6%) | |
| 18 | $2.4M | 10.3K | 0.64% | Unchanged | |
| 19 | $2.4M | 6.9K | 0.62% | Added(+2.5%) | |
| 20 | $2.3M | 8.1K | 0.60% | Trimmed(-0.7%) |