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Turtle Creek Wealth Advisors, LLC

SEC CIK
0002007171
Latest filing
Jul 27, 2026

CME holding history

CME Group Inc. in every 13F filed by Turtle Creek Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CME overviewAll 13F holders of CMEFull Q2 2026 holdings

Shares (Q2 2026)
26,583
Value
$5.87M
% of portfolio
0.3%
Quarters held
8
Since Q4 2023
Holdings of CME by Turtle Creek Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,583$5.87M0.3%+2,725+11.4%AddedHolders
Q1 202623,858$7.05M0.5%−344−1.4%ReducedHolders
Q4 202524,202$6.61M0.5%+3,279+15.7%AddedHolders
Q3 202520,923$5.65M0.5%+1,339+6.8%AddedHolders
Q2 202519,584$5.40M0.6%+519+2.7%AddedHolders
Q1 202519,065$5.06M0.8%+19,065NewHolders
Q4 20240$00.0%−1,058−100.0%Sold outHolders
Q3 20241,058$233.4K<0.1%+1,058NewHolders
Q1 20240$00.0%−1,079−100.0%Sold outHolders
Q4 20231,079$227.2K0.1%–No prior filingHolders