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
Industrials
|
47,315 | $27,105,344 | 3.03% |
| APH |
Amphenol Corp /De/
Technology
|
158,263 | $21,387,661 | 2.39% |
| KLAC |
Kla Corp
Technology
|
17,231 | $20,937,043 | 2.34% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
58,447 | $13,309,550 | 1.49% |
| WELL |
Welltower Inc.
Real Estate
|
69,259 | $12,855,162 | 1.44% |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
191,790 | $12,334,014 | 1.38% |
| ADV |
Advantage Solutions Inc.
Communication Services
|
554,271 | $12,193,962 | 1.36% |
| AGL |
agilon health, inc.
Healthcare
|
695,929 | $11,987,377 | 1.34% |
| PLD |
Prologis, Inc.
Real Estate
|
93,563 | $11,944,252 | 1.34% |
| PH |
Parker-Hannifin Corp
Industrials
|
12,392 | $10,892,072 | 1.22% |
Portfolio Trend
Holdings in THR
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,220,817 | 32,853 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $827,044 | 26,887 | Shares | Sole | 2024-08-12 | |
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