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CMP

Courage Miller Partners Portfolio holdings

AUM $379M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+1.16%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$354M
AUM Growth
+$22.2M
Cap. Flow
+$21.5M
Cap. Flow %
6.08%
Top 10 Hldgs %
61.11%
Holding
93
New
9
Increased
25
Reduced
24
Closed
1

Top Buys

Rank Stock Value
1
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$10.6M
2
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.01M
3
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$1.96M
4
GLD icon
SPDR Gold Trust
GLD
+$1.43M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.03M

Top Sells

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$510K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$269K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$264K
4
SPGI icon
S&P Global
SPGI
+$239K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$220K

Sector Composition

Rank Sector Weight
1 Industrials 0.66%
2 Technology 0.65%
3 Communication Services 0.58%
4 Energy 0.57%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
76
iShares MSCI Emerging Markets ETF
EEM
$28B
$354K 0.1%
6,238
– –
IVE icon
77
iShares S&P 500 Value ETF
IVE
$49.6B
$327K 0.09%
1,547
– –
ILCV icon
78
iShares Morningstar Value ETF
ILCV
$1.32B
$299K 0.08%
3,214
– –
LLY icon
79
Eli Lilly
LLY
$1.09T
$299K 0.08%
325
– –
UMMA icon
80
Wahed Dow Jones Islamic World ETF
UMMA
$275M
$297K 0.08%
9,687
– –
VO icon
81
Vanguard Mid-Cap ETF
VO
$107B
$287K 0.08%
3,992
– –
V icon
82
Visa
V
$697B
$282K 0.08%
932
– –
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$138B
$278K 0.08%
2,805
– –
ICF icon
84
iShares Select U.S. REIT ETF
ICF
$2.13B
$275K 0.08%
4,437
– –
MCD icon
85
McDonald's
MCD
$194B
$274K 0.08%
883
– –
PM icon
86
Philip Morris
PM
$312B
$248K 0.07%
1,500
– –
IXJ icon
87
iShares Global Healthcare ETF
IXJ
$4.18B
$235K 0.07%
2,510
– –
GRPM icon
88
Invesco S&P MidCap 400 GARP ETF
GRPM
$492M
$234K 0.07%
1,983
– –
CVX icon
89
Chevron
CVX
$374B
$230K 0.06%
+1,110
New +$202K
IWR icon
90
iShares Russell Mid-Cap ETF
IWR
$56.5B
$229K 0.06%
2,354
– –
TRV icon
91
Travelers Companies
TRV
$82.9B
$220K 0.06%
755
– –
MSFT icon
92
Microsoft
MSFT
$2.92T
$216K 0.06%
584
+1
+0.2% +$418
SPGI icon
93
S&P Global
SPGI
$125B
– –
-458
Closed -$239K
1 2 3
4

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Courage Miller Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Courage Miller Partners held 93 positions worth $354M, up 6.7% from $332M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Courage Miller Partners deployed $21.5M of net new capital in Q1 2026, opening 9 new positions and adding to 25 existing holdings. Its largest new stake was abrdn Physical Precious Metals Basket Shares ETF: 45,133 shares worth $9.87M.

By sector, the portfolio is most concentrated in Industrials at 0.66% of assets, up from 0.47% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was iShares Core MSCI Total International Stock ETF, an estimated $510K trimmed.

  • Courage Miller Partners's largest Q1 2026 buy was abrdn Physical Precious Metals Basket Shares ETF: 45,133 shares worth $9.87M.
  • Courage Miller Partners added most to iShares Core 1-5 Year USD Bond ETF in Q1 2026, an estimated $868K increase.
  • Courage Miller Partners's biggest Q1 2026 reduction was iShares Core MSCI Total International Stock ETF, cutting an estimated $510K.
  • Courage Miller Partners fully exited S&P Global in Q1 2026, selling an estimated $239K.
  • Courage Miller Partners's ten largest holdings make up 61% of its $354M portfolio in Q1 2026.
  • Courage Miller Partners opened 9 new positions and closed 1 in Q1 2026.
  • Courage Miller Partners's portfolio value rose 6.7% quarter-over-quarter to $354M.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.