Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 23 | Q2 2024 | 10.5% |
MICROSOFT CORP | 23 | Q2 2024 | 7.2% |
BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 4.0% |
WEC ENERGY GROUP INC | 16 | Q4 2022 | 1.7% |
INTERNATIONAL BUSINESS MACHS | 16 | Q4 2022 | 1.3% |
COCA COLA CO | 16 | Q4 2022 | 1.0% |
CENTENE CORP DEL | 15 | Q4 2022 | 6.9% |
LAUDER ESTEE COS INC | 13 | Q4 2021 | 4.3% |
VERISK ANALYTICS INC | 13 | Q4 2021 | 5.6% |
INTELLIGENT SYS CORP NEW | 11 | Q4 2021 | 4.6% |
View CMC Financial Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
N-PX | 2024-07-26 |
13F-HR | 2024-05-03 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-28 |
13F-HR | 2023-05-01 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
View CMC Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.