CWM Advisors, LLC
Top Portfolio Positions
912 positions ·
$894,614,859 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CAT |
Caterpillar Inc
|
47,315 | $27,105,344 | 3.03% |
| APH |
Amphenol Corp /De/
|
158,263 | $21,387,661 | 2.39% |
| KLAC |
Kla Corp
|
17,231 | $20,937,043 | 2.34% |
| PGR |
Progressive Corp/Oh/
|
58,447 | $13,309,550 | 1.49% |
| WELL |
Welltower Inc.
|
69,259 | $12,855,162 | 1.44% |
| IBKR |
Interactive Brokers Group, Inc.
|
191,790 | $12,334,014 | 1.38% |
| ADV |
Advantage Solutions Inc.
|
554,271 | $12,193,962 | 1.36% |
| AGL |
agilon health, inc.
|
695,929 | $11,987,377 | 1.34% |
| PLD |
Prologis, Inc.
|
93,563 | $11,944,252 | 1.34% |
| PH |
Parker-Hannifin Corp
|
12,392 | $10,892,072 | 1.22% |
Portfolio Trend
Holdings in LSTR
Export CSVShares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,096,735 | 21,550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $454,697 | 3,710 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $389,812 | 2,804 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $344,558 | 2,294 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $1,297,371 | 7,549 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,315,668 | 6,966 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,319,954 | 7,155 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,530,514 | 7,940 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,430,492 | 7,387 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,268,482 | 7,169 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,275,192 | 6,623 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $272,654 | 1,521 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $235,716 | 1,447 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $208,037 | 1,441 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $211,731 | 1,456 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $234,993 | 1,558 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $254,208 | 1,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $224,893 | 1,425 | Shares | Defined | 2021-11-09 | |
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