CGM TRUST

CGM TRUST (CIK 60335) is an SEC-registered fund company with 3 reporting fund series and $907.8M in net assets as of 2022-09-30.

Registrant

Fund series (3)

SeriesNet assets
CGM Realty Fund$327.5M
CGM Focus Fund$313.8M
CGM Mutual Fund$266.5M

Largest reported holdings (across all series)

HoldingValue
United States Treasury Notes$31.8M
United States Treasury Notes$21.3M
United States Treasury Notes$18.3M
Signet Jewelers Limited$17.2M
Coterra Energy Inc$15.7M
Nokia Corp$12.6M
Schlumberger Limited$12.6M
Southwestern Energy Company$12.2M
Antero Resources Corporation$12.2M
Stellantis N.V$11.4M
The Kroger Co.$10.9M
Halliburton Company$10.6M
Philip Morris International Inc.$10.0M
Cheniere Energy Inc$10.0M
Consol Energy Inc New$9.6M

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