CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UDMY | 44K | $306.00K |
 | PBF | 44K | $1.32M |
 | ADI | 43K | $10.68M |
 | BC | 43K | $2.75M |
 | DELL | 43K | $6.13M |
 | SLM | 43K | $1.20M |
 | SAN | 43K | $452.00K |
 | CNDT | 43K | $121.00K |
 | ISRG | 43K | $19.26M |
 | LFST | 43K | $236.00K |
 | POR | 43K | $1.89M |
 | BKH | 43K | $2.64M |
 | UNM | 43K | $3.33M |
 | ETN | 43K | $15.99M |
 | FR | 43K | $2.19M |
 | HAFC | 43K | $1.05M |
 | MHK | 43K | $5.48M |
 | CBT | 42K | $3.22M |
 | WY | 42K | $1.05M |
 | HY | 42K | $1.56M |
Udemy, Inc.
UDMY
Shares Held
44K
Value
$306.00K
PBF Energy Inc.
PBF
Shares Held
44K
Value
$1.32M
Analog Devices, Inc.
ADI
Shares Held
43K
Value
$10.68M
Brunswick Corporation
BC
Shares Held
43K
Value
$2.75M
Dell Technologies Inc.
DELL
Shares Held
43K
Value
$6.13M
SLM Corporation
SLM
Shares Held
43K
Value
$1.20M
Banco Santander, S.A.
SAN
Shares Held
43K
Value
$452.00K
Conduent Incorporated
CNDT
Shares Held
43K
Value
$121.00K
Intuitive Surgical, Inc.
ISRG
Shares Held
43K
Value
$19.26M
LifeStance Health Group, Inc.
LFST
Shares Held
43K
Value
$236.00K
Portland General Electric Company
POR
Shares Held
43K
Value
$1.89M
Black Hills Corporation
BKH
Shares Held
43K
Value
$2.64M
Unum Group
UNM
Shares Held
43K
Value
$3.33M
Eaton Corporation plc
ETN
Shares Held
43K
Value
$15.99M
First Industrial Realty Trust, Inc.
FR
Shares Held
43K
Value
$2.19M
Hanmi Financial Corporation
HAFC
Shares Held
43K
Value
$1.05M
Mohawk Industries, Inc.
MHK
Shares Held
43K
Value
$5.48M
Cabot Corporation
CBT
Shares Held
42K
Value
$3.22M
Weyerhaeuser Company
WY
Shares Held
42K
Value
$1.05M
Hyster-Yale Materials Handling, Inc.
HY
Shares Held
42K
Value
$1.56M