Ownership history in CMH Wealth Management LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which CMH Wealth Management LLC reported a position in SELECT SECTOR SPDR TR (XLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CMH Wealth Management LLC underperformed the S&P 500 by β11.8% annually on this XLV position. Timing score: 66% (23/35 decisions correct). Average cost basis: $99.50. Maximum drawdown during holding period: β13.1%.
β Significantly underperformed the S&P 500 by 11.8% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 35 add/trim decisions correct
Best entry: $63.93 (2017 Q1) Β· Worst: $141.47 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
22 adds Β· 15 trims. Bought during 10 of 12 down-price quarters. π More buys than sells across the holding period.
π CMH Wealth Management LLC has been actively increasing its XLV allocation β a bullish signal from insiders.
Currently 2.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size