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Holdings (Monthly) Guide ↗

Cm Advisors Fixed Income Fund

· CM Advisors Family of Fund
Monthly Holdings $32M AUM 10 positions Period May 2026 Filed Jul 23, 2026 EDGAR ↗ ← All Funds
All 10 New 8 Added 13 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT 91282CEC1 May 2026 500,000 NEW $493K 1.56% DBT
2 BROADRIDGE FINANCIAL SOLUTIONS INC 11133TAE3 May 2026 500,000 NEW $447K 1.42% DBT
3 CONAGRA BRANDS INC 205887CC4 May 2026 400,000 NEW $401K 1.27% DBT
4 CHENIERE ENERGY INC 16411RAK5 May 2026 400,000 NEW $400K 1.27% DBT
5 TAPESTRY INC 189754AC8 May 2026 225,000 NEW $224K 0.71% DBT
6 FIDELITY NATIONAL FINANCIAL INC 31620RAK1 May 2026 200,000 NEW $177K 0.56% DBT
7 JEFFERIES FINANCIAL GROUP INC 472319AE2 May 2026 150,000 NEW $153K 0.49% DBT
8 EQT CORP 26884LAX7 May 2026 150,000 NEW $149K 0.47% DBT
9 FREEPORT-MCMORAN INC 35671DCD5 May 2026 100,000 NEW $101K 0.32% DBT
10 SOUTHERN COMPANY (THE) 842587DD6 May 2026 100,000 NEW $101K 0.32% DBT