CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ETSY | 87K | $5.78M |
 | CNXC | 87K | $3.99M |
 | MAN | 86K | $3.27M |
 | PYPL | 86K | $5.77M |
 | COUR | 86K | $1.00M |
 | VRSN | 85K | $23.80M |
 | SANA | 85K | $302.00K |
 | RF | 85K | $2.23M |
 | ROKU | 84K | $8.41M |
 | EW | 84K | $6.53M |
 | OTIS | 84K | $7.67M |
 | NBIX | 84K | $11.75M |
 | JBHT | 83K | $11.13M |
 | WDC | 82K | $9.88M |
 | BP | 82K | $2.82M |
 | FDX | 82K | $19.27M |
 | GRNT | 81K | $441.00K |
 | AMAT | 81K | $16.67M |
 | ASH | 81K | $3.86M |
 | ARE | 80K | $6.71M |
Etsy, Inc.
ETSY
Shares Held
87K
Value
$5.78M
Concentrix Corporation
CNXC
Shares Held
87K
Value
$3.99M
ManpowerGroup Inc.
MAN
Shares Held
86K
Value
$3.27M
PayPal Holdings, Inc.
PYPL
Shares Held
86K
Value
$5.77M
Coursera, Inc.
COUR
Shares Held
86K
Value
$1.00M
VeriSign, Inc.
VRSN
Shares Held
85K
Value
$23.80M
Sana Biotechnology, Inc.
SANA
Shares Held
85K
Value
$302.00K
Regions Financial Corporation
RF
Shares Held
85K
Value
$2.23M
Roku, Inc.
ROKU
Shares Held
84K
Value
$8.41M
Edwards Lifesciences Corporation
EW
Shares Held
84K
Value
$6.53M
Otis Worldwide Corporation
OTIS
Shares Held
84K
Value
$7.67M
Neurocrine Biosciences, Inc.
NBIX
Shares Held
84K
Value
$11.75M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
83K
Value
$11.13M
Western Digital Corporation
WDC
Shares Held
82K
Value
$9.88M
BP p.l.c.
BP
Shares Held
82K
Value
$2.82M
FedEx Corporation
FDX
Shares Held
82K
Value
$19.27M
Granite Ridge Resources, Inc
GRNT
Shares Held
81K
Value
$441.00K
Applied Materials, Inc.
AMAT
Shares Held
81K
Value
$16.67M
Ashland Inc.
ASH
Shares Held
81K
Value
$3.86M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
80K
Value
$6.71M