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Portfolio (Quarterly) Guide ↗

CM Management, LLC

· CIK 0001841857
13F Portfolio $157M AUM 71 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 31 Added 10 Reduced 12 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ENVVENO MEDICAL CORPORATION 35,714.0 $382K 0.24% NEW $10.71
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 33.4%
Consumer Cyclical 14.4%
Industrials 13.2%
Technology 9.1%
Consumer Defensive 8.8%
Financial Services 7.8%
Real Estate 5.8%
Energy 3.1%
Basic Materials 2.8%
Communication Services 1.7%