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Holdings (Monthly) Guide ↗

Cm Advisors Fixed Income Fund

· CM Advisors Family of Fund
Monthly Holdings $32M AUM 87 positions Period Feb 2026 Filed Apr 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 PHI Group Inc 69360B104 Feb 2026 113,912 $3.6M 11.49% EC
2 Allspring Funds Trust 94975H296 Feb 2026 1,601,762 $1.6M 5.05% STIV
3 JPMorgan Chase & Co. 48128G4A5 Feb 2026 650,000 $644K 2.03% DBT
4 Occidental Petroleum Corp. 674599DE2 Feb 2026 550,000 $638K 2.01% DBT
5 United Rentals (North America), Inc. 911365BL7 Feb 2026 600,000 $607K 1.91% DBT
6 Exelon Corp. 210371AF7 Feb 2026 500,000 $582K 1.84% DBT
7 Olin Corporation 680665AK2 Feb 2026 575,000 $559K 1.76% DBT
8 Masco Corporation 574599AT3 Feb 2026 500,000 $553K 1.74% DBT
9 Western Midstream Operating LP 958254AF1 Feb 2026 550,000 $550K 1.74% DBT
10 Polaris Inc. 731068AA0 Feb 2026 500,000 $530K 1.67% DBT
11 Citigroup Inc. 17290A4C1 Feb 2026 525,000 $526K 1.66% DBT
12 Corning Incorporated 219350AR6 Feb 2026 500,000 $507K 1.60% DBT
13 Helmerich & Payne Inc 423452AG6 Feb 2026 550,000 $504K 1.59% DBT
14 United States Treasury Notes 91282CJK8 Feb 2026 500,000 $503K 1.59% DBT
15 United States Treasury Notes 91282CLY5 Feb 2026 500,000 $502K 1.58% DBT
16 United States Treasury Notes 91282CDG3 Feb 2026 500,000 $492K 1.55% DBT
17 Jefferies Financial Group Inc 47233WKG3 Feb 2026 500,000 $489K 1.54% DBT
18 Genuine Parts Co 372460AF2 Feb 2026 475,000 $481K 1.52% DBT
19 Huntsman International LLC 44701QBE1 Feb 2026 500,000 $478K 1.51% DBT
20 JPMorgan Chase & Co. 46647PEA0 Feb 2026 450,000 $454K 1.43% DBT
21 Fairfax Financial Holdings Limited 303901AB8 Feb 2026 450,000 $452K 1.42% DBT
22 Continental Resources, Inc. 212015AS0 Feb 2026 450,000 $451K 1.42% DBT
23 JPMorgan Chase & Co. 48130CWN1 Feb 2026 425,000 $427K 1.35% DBT
24 Jacobs Engineering Group Inc. 469814AA5 Feb 2026 400,000 $422K 1.33% DBT
25 Ball Corporation 058498AZ9 Feb 2026 400,000 $412K 1.30% DBT
26 Southern Natural Gas Co LLC 843452AZ6 Feb 2026 350,000 $409K 1.29% DBT
27 Jefferies Financial Group Inc 47233WJB6 Feb 2026 400,000 $400K 1.26% DBT
28 Marathon Oil Corporation 565849AP1 Feb 2026 400,000 $399K 1.26% DBT
29 Fluor Corporation 343412AF9 Feb 2026 400,000 $397K 1.25% DBT
30 Freeport-McMoRan Inc. 717265AL6 Feb 2026 300,000 $365K 1.15% DBT
31 Advance Auto Parts Inc. 00751YAJ5 Feb 2026 350,000 $360K 1.13% DBT
32 FMC Corp. 302491AU9 Feb 2026 400,000 $352K 1.11% DBT
33 Fiserv Inc. 337738AR9 Feb 2026 350,000 $350K 1.10% DBT
34 Dow Chemical Co. (The) 260543DN0 Feb 2026 350,000 $350K 1.10% DBT
35 General Motors Company 37045VAZ3 Feb 2026 303,000 $319K 1.01% DBT
36 The Timken Company 88738TAA8 Feb 2026 300,000 $317K 1.00% DBT
37 The Timken Company 887389AK0 Feb 2026 300,000 $303K 0.96% DBT
38 Ford Motor Company 345370CR9 Feb 2026 300,000 $300K 0.95% DBT
39 Qwest Corporation 624284BD6 Feb 2026 300,000 $296K 0.93% DBT
40 Devon Energy Corporation 251799AA0 Feb 2026 250,000 $294K 0.93% DBT
41 Fidelity National Financial, Inc. 31620RAJ4 Feb 2026 295,000 $283K 0.89% DBT
42 AES Corp. 00130HCH6 Feb 2026 275,000 $281K 0.89% DBT
43 LKQ Corporation 501889AF6 Feb 2026 250,000 $265K 0.84% DBT
44 The Cigna Group 125523CU2 Feb 2026 250,000 $260K 0.82% DBT
45 Edison International 281020AN7 Feb 2026 250,000 $254K 0.80% DBT
46 Albemarle Corp 012653AD3 Feb 2026 250,000 $252K 0.79% DBT
47 United States Treasury Notes 91282CJP7 Feb 2026 250,000 $252K 0.79% DBT
48 United States Treasury Notes 91282CKK6 Feb 2026 250,000 $250K 0.79% DBT
49 United States Treasury Notes 91282CKH3 Feb 2026 250,000 $250K 0.79% DBT
50 United States Treasury Notes 91282CLH2 Feb 2026 250,000 $250K 0.79% DBT
51 Vontier Corporation 928881AB7 Feb 2026 250,000 $249K 0.79% DBT
52 United States Treasury Notes 9128286X3 Feb 2026 250,000 $249K 0.79% DBT
53 United States Treasury Notes 9128287B0 Feb 2026 250,000 $249K 0.78% DBT
54 Manufacturers & Traders Trust Co. 55279HAQ3 Feb 2026 250,000 $248K 0.78% DBT
55 DXC Technology Company 23355LAM8 Feb 2026 250,000 $236K 0.74% DBT
56 APA Corp. 03743QAY4 Feb 2026 200,000 $221K 0.70% DBT
57 FMC Corp. 302491AX3 Feb 2026 250,000 $219K 0.69% DBT
58 Crescent Energy Finance LLC 516806AJ5 Feb 2026 200,000 $212K 0.67% DBT
59 Concentrix Corp. 20602DAB7 Feb 2026 210,000 $212K 0.67% DBT
60 ArcelorMittal S.A. 03938LBE3 Feb 2026 200,000 $208K 0.66% DBT
61 Ford Motor Credit Company LLC 345397D26 Feb 2026 200,000 $201K 0.63% DBT
62 John Deere Capital Corp. 24422EXQ7 Feb 2026 200,000 $201K 0.63% DBT
63 Weyerhaeuser Company 962166CC6 Feb 2026 200,000 $200K 0.63% DBT
64 Olin Corporation 680665AL0 Feb 2026 200,000 $200K 0.63% DBT
65 Northwestern Bell Telephone Company 668027AT2 Feb 2026 200,000 $200K 0.63% DBT
66 Ford Motor Credit Company LLC 34540TN40 Feb 2026 200,000 $200K 0.63% DBT
67 Celanese US Holdings Llc 15089QAM6 Feb 2026 191,000 $198K 0.62% DBT
68 Vontier Corporation 928881AD3 Feb 2026 200,000 $193K 0.61% DBT
69 Huntington Ingalls Industries, Inc. 446413AZ9 Feb 2026 200,000 $191K 0.60% DBT
70 Illumina Inc 452327AP4 Feb 2026 150,000 $154K 0.49% DBT
71 Dow Chemical Co. (The) 260543BJ1 Feb 2026 140,000 $154K 0.49% DBT
72 Freeport-McMoRan Inc. 35671DCC7 Feb 2026 150,000 $150K 0.47% DBT
73 Lumen Technologies Inc 156686AM9 Feb 2026 150,000 $149K 0.47% DBT
74 Leggett & Platt Inc. 524660AY3 Feb 2026 150,000 $148K 0.47% DBT
75 Fairfax Financial Holdings Limited 303901BJ0 Feb 2026 150,000 $143K 0.45% DBT
76 Royal Caribbean Group 780153AG7 Feb 2026 135,000 $142K 0.45% DBT
77 Ball Corporation 058498AW6 Feb 2026 150,000 $140K 0.44% DBT
78 Intel Corporation 458140CE8 Feb 2026 120,000 $122K 0.38% DBT
79 United Rentals (North America), Inc. 911365BN3 Feb 2026 125,000 $122K 0.38% DBT
80 Occidental Petroleum Corp. 674599BT1 Feb 2026 100,000 $111K 0.35% DBT
81 Conagra Brands Inc 205887AR3 Feb 2026 100,000 $107K 0.34% DBT
82 WarnerMedia Holdings Inc. 55903VBB8 Feb 2026 110,000 $104K 0.33% DBT
83 Tapestry Inc 876030AK3 Feb 2026 100,000 $103K 0.33% DBT
84 National Fuel Gas Company 636180BS9 Feb 2026 100,000 $101K 0.32% DBT
85 Occidental Petroleum Corp. 674599CM5 Feb 2026 100,000 $99K 0.31% DBT
86 Goldman Sachs Group, Inc. 38141GWL4 Feb 2026 100,000 $98K 0.31% DBT
87 Concentrix Corp. 20602DAA9 Feb 2026 38,000 $38K 0.12% DBT