CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBB | 54K | $781.00K |
 | FLO | 54K | $706.00K |
 | VEEV | 54K | $15.98M |
 | HON | 54K | $11.27M |
 | REGN | 53K | $30.03M |
 | D | 53K | $3.26M |
 | BRY | 53K | $200.00K |
 | DXC | 53K | $719.00K |
 | HCSG | 53K | $886.00K |
 | JMIA | 53K | $610.00K |
 | GPN | 53K | $4.36M |
 | AEO | 52K | $898.00K |
 | UAL | 52K | $5.05M |
 | OC | 52K | $7.41M |
 | BRSP | 52K | $284.00K |
 | TPH | 52K | $1.77M |
 | SEIC | 52K | $4.42M |
 | GCI | 52K | $215.00K |
 | CME | 52K | $14.04M |
 | COLB | 52K | $1.34M |
Hamilton Beach Brands Holding Company
HBB
Shares Held
54K
Value
$781.00K
Flowers Foods, Inc.
FLO
Shares Held
54K
Value
$706.00K
Veeva Systems Inc.
VEEV
Shares Held
54K
Value
$15.98M
Honeywell International Inc.
HON
Shares Held
54K
Value
$11.27M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
53K
Value
$30.03M
Dominion Energy, Inc.
D
Shares Held
53K
Value
$3.26M
Berry Corporation
BRY
Shares Held
53K
Value
$200.00K
DXC Technology Company
DXC
Shares Held
53K
Value
$719.00K
Healthcare Services Group, Inc.
HCSG
Shares Held
53K
Value
$886.00K
Jumia Technologies AG
JMIA
Shares Held
53K
Value
$610.00K
Global Payments Inc.
GPN
Shares Held
53K
Value
$4.36M
American Eagle Outfitters, Inc.
AEO
Shares Held
52K
Value
$898.00K
United Airlines Holdings, Inc.
UAL
Shares Held
52K
Value
$5.05M
Owens Corning
OC
Shares Held
52K
Value
$7.41M
BrightSpire Capital, Inc.
BRSP
Shares Held
52K
Value
$284.00K
Tri Pointe Homes, Inc.
TPH
Shares Held
52K
Value
$1.77M
SEI Investments Company
SEIC
Shares Held
52K
Value
$4.42M
Gannett Co., Inc.
GCI
Shares Held
52K
Value
$215.00K
CME Group Inc.
CME
Shares Held
52K
Value
$14.04M
Columbia Banking System, Inc.
COLB
Shares Held
52K
Value
$1.34M