CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCL | 117K | $3.39M |
 | ELF | 117K | $15.46M |
 | SNY | 116K | $5.49M |
 | ACN | 116K | $28.52M |
 | ZG | 115K | $8.59M |
 | TXN | 115K | $21.17M |
 | SLQT | 114K | $224.00K |
 | DOX | 114K | $9.38M |
 | ARDX | 114K | $629.00K |
 | NFG | 114K | $10.54M |
 | DINO | 114K | $5.95M |
 | MAA | 113K | $15.78M |
 | CRM | 112K | $26.65M |
 | DV | 111K | $1.33M |
 | UL | 110K | $6.54M |
 | ILMN | 110K | $10.48M |
 | FFIN | 110K | $3.71M |
 | PANW | 110K | $22.32M |
 | EGHT | 108K | $229.00K |
 | MCD | 106K | $32.25M |
Carnival Corporation & plc
CCL
Shares Held
117K
Value
$3.39M
e.l.f. Beauty, Inc.
ELF
Shares Held
117K
Value
$15.46M
Sanofi
SNY
Shares Held
116K
Value
$5.49M
Accenture plc
ACN
Shares Held
116K
Value
$28.52M
Zillow Group, Inc. Class A
ZG
Shares Held
115K
Value
$8.59M
Texas Instruments Incorporated
TXN
Shares Held
115K
Value
$21.17M
SelectQuote, Inc.
SLQT
Shares Held
114K
Value
$224.00K
Amdocs Limited
DOX
Shares Held
114K
Value
$9.38M
Ardelyx, Inc.
ARDX
Shares Held
114K
Value
$629.00K
National Fuel Gas Company
NFG
Shares Held
114K
Value
$10.54M
HF Sinclair Corporation
DINO
Shares Held
114K
Value
$5.95M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
113K
Value
$15.78M
Salesforce, Inc.
CRM
Shares Held
112K
Value
$26.65M
DoubleVerify Holdings, Inc.
DV
Shares Held
111K
Value
$1.33M
Unilever PLC
UL
Shares Held
110K
Value
$6.54M
Illumina, Inc.
ILMN
Shares Held
110K
Value
$10.48M
First Financial Bankshares, Inc.
FFIN
Shares Held
110K
Value
$3.71M
Palo Alto Networks, Inc.
PANW
Shares Held
110K
Value
$22.32M
8x8, Inc.
EGHT
Shares Held
108K
Value
$229.00K
McDonald's Corporation
MCD
Shares Held
106K
Value
$32.25M