§ 13F · FUND PROFILE
Commonwealth Retirement Investments LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $294M (13F)Positions · 120Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | 63K | $19M | 6.0% | ±0% |
| 2 | XOM | EXXON MOBIL CORP COM | 79K | $13M | 4.1% | +2% |
| 3 | ABBV | ABBVIE INC COM | 54K | $12M | 3.6% | +4% |
| 4 | MRK | MERCK & CO INC COM | 94K | $11M | 3.5% | +2% |
| 5 | JPM | JPMORGAN CHASE & CO COM | 37K | $11M | 3.4% | +2% |
| 6 | MSFT | MICROSOFT CORP COM | 29K | $11M | 3.3% | +13% |
| 7 | CVX | CHEVRON CORPORATION COM | 50K | $10M | 3.2% | +7% |
| 8 | JNJ | JOHNSON & JOHNSON COM | 41K | $10M | 3.1% | +2% |
| 9 | LMT | LOCKHEED MARTIN CORP COM | 16K | $10M | 3.0% | +3% |
| 10 | PEP | PEPSICO INC COM | 59K | $9M | 2.8% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMMONWEALTH SIGNAL
AC read
Commonwealth Retirement Investments LLC is a Income / Defensive fund managing $294 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed