CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMM | 80K | $12.42M |
 | HAYW | 80K | $1.21M |
 | BGS | 80K | $353.00K |
 | UWMC | 79K | $484.00K |
 | FSLR | 79K | $17.46M |
 | SOFI | 79K | $2.09M |
 | ARW | 79K | $9.57M |
 | JCI | 79K | $8.66M |
 | JBLU | 78K | $385.00K |
 | KRNY | 78K | $510.00K |
 | IFF | 77K | $4.73M |
 | CTVA | 77K | $5.20M |
 | AHR | 77K | $3.22M |
 | COF | 76K | $16.19M |
 | MOH | 76K | $14.55M |
 | FI | 76K | $9.75M |
 | CI | 75K | $21.69M |
 | SHEL | 75K | $5.38M |
 | CTSH | 75K | $5.04M |
 | IHS | 75K | $512.00K |
3M Company
MMM
Shares Held
80K
Value
$12.42M
Hayward Holdings, Inc.
HAYW
Shares Held
80K
Value
$1.21M
B&G Foods, Inc.
BGS
Shares Held
80K
Value
$353.00K
UWM Holdings Corporation
UWMC
Shares Held
79K
Value
$484.00K
First Solar, Inc.
FSLR
Shares Held
79K
Value
$17.46M
SoFi Technologies, Inc.
SOFI
Shares Held
79K
Value
$2.09M
Arrow Electronics, Inc.
ARW
Shares Held
79K
Value
$9.57M
Johnson Controls International plc
JCI
Shares Held
79K
Value
$8.66M
JetBlue Airways Corporation
JBLU
Shares Held
78K
Value
$385.00K
Kearny Financial Corp.
KRNY
Shares Held
78K
Value
$510.00K
International Flavors & Fragrances Inc.
IFF
Shares Held
77K
Value
$4.73M
Corteva, Inc.
CTVA
Shares Held
77K
Value
$5.20M
American Healthcare REIT, Inc.
AHR
Shares Held
77K
Value
$3.22M
Capital One Financial Corporation
COF
Shares Held
76K
Value
$16.19M
Molina Healthcare, Inc.
MOH
Shares Held
76K
Value
$14.55M
Fiserv, Inc.
FI
Shares Held
76K
Value
$9.75M
Cigna Corporation
CI
Shares Held
75K
Value
$21.69M
Shell plc
SHEL
Shares Held
75K
Value
$5.38M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
75K
Value
$5.04M
IHS Holding Limited
IHS
Shares Held
75K
Value
$512.00K