CWM, LLC

CIK

1535847

City

OMAHA

State / Country

NE

Stock

ISTR — Investar Holding Corp

Top Portfolio Positions

3,817 positions · $13,986,757,648 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	2,740,547	$695,523,423	4.97%
SPY	Spdr S&P 500 ETF Trust	1,041,969	$677,634,119	4.84%
NVDA	Nvidia Corp Technology	3,486,955	$608,124,952	4.35%
MSFT	Microsoft Corp Technology	1,189,360	$440,265,391	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	1,622,786	$337,977,640	2.42%
QQQ	Invesco Qqq Trust, Series 1	490,751	$283,251,662	2.03%
GOOGL	Alphabet Inc. Communication Services	962,835	$276,872,832	1.98%
AVGO	Broadcom Inc. Technology	667,208	$206,507,548	1.48%
BRK-B	Berkshire Hathaway Inc Financial Services	394,551	$189,068,839	1.35%
WMT	Walmart Inc. Consumer Defensive	1,417,724	$176,194,738	1.26%

Portfolio Trend

24 quarters · across all stocks

Holdings in ISTR

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,463	3,464	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$91,970	3,442	+12.6%	Shares	Sole	2026-01-26
2025-09-30	$70,976	3,058	+19.5%	Shares	Sole	2025-10-15
2025-06-30	$49,439	2,559	+6.9%	Shares	Sole	2025-07-25
2025-03-31	$42,158	2,394	-24.3%	Shares	Sole	2025-05-01
2024-12-31	$69,459	3,163	+2.6%	Shares	Sole	2025-02-04
2024-09-30	$59,790	3,082	+11.3%	Shares	Sole	2024-10-08
2024-06-30	$42,658	2,770	0.0%	Shares	Sole	2024-07-10
2024-03-31	$45,317	2,770	0.0%	Shares	Sole	2024-04-05
2023-12-31	$41,300	2,770	-6.3%	Shares	Sole	2024-02-01
2023-09-30	$31,293	2,955	-25.2%	Shares	Sole	2023-10-11
2023-06-30	$47,810	3,948	+96.4%	Shares	Sole	2023-08-03
2023-03-31	$28,059	2,010	—	Shares	Sole	2023-05-01
No 13F history on record for this holder in this stock.