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Portfolio (Quarterly) Guide ↗

CJM Wealth Advisers, Ltd.

· CIK 0001992748
13F Portfolio $381M AUM 78 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 24 Reduced 1 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 2,306.0 $338K 0.09% -250.0 -9.8% $146.55 +3.7%
22 AXP AMERICAN EXPRESS CO Financial Services 919.0 $311K 0.08% -38.0 -4.0% $338.25 -1.2%
23 D DOMINION ENERGY INC Utilities 4,332.0 $296K 0.08% -181.0 -4.0% $68.30 -2.7%
24 SYK STRYKER CORPORATION Healthcare 825.0 $260K 0.07% -48.0 -5.5% $314.84 +2.3%
Page 2 of 2  ·  24 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
Financial Services 64.5%
Technology 15.1%
Energy 6.1%
Industrials 3.0%
Consumer Cyclical 2.8%
Healthcare 2.5%
Communication Services 2.3%
Utilities 1.9%
Consumer Defensive 1.6%
Basic Materials 0.3%