CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TENB | 25K | $728.00K |
 | LXP | 25K | $223.00K |
 | RGLD | 25K | $4.99M |
 | MIND | 25K | $201.00K |
 | AROC | 25K | $653.00K |
 | STT | 25K | $2.87M |
 | CHD | 25K | $2.17M |
 | IPGP | 24K | $1.94M |
 | WRBY | 24K | $675.00K |
 | TRIP | 24K | $396.00K |
 | LECO | 24K | $5.75M |
 | BY | 24K | $675.00K |
 | OSBC | 24K | $421.00K |
 | AEE | 24K | $2.54M |
 | AJG | 24K | $7.52M |
 | EMR | 24K | $3.18M |
 | LPL | 24K | $126.00K |
 | ALSN | 24K | $2.04M |
 | LAUR | 24K | $759.00K |
 | DH | 24K | $97.00K |
Tenable Holdings, Inc.
TENB
Shares Held
25K
Value
$728.00K
LXP Industrial Trust
LXP
Shares Held
25K
Value
$223.00K
Royal Gold, Inc.
RGLD
Shares Held
25K
Value
$4.99M
MIND Technology, Inc.
MIND
Shares Held
25K
Value
$201.00K
Archrock, Inc.
AROC
Shares Held
25K
Value
$653.00K
State Street Corporation
STT
Shares Held
25K
Value
$2.87M
Church & Dwight Co., Inc.
CHD
Shares Held
25K
Value
$2.17M
IPG Photonics Corporation
IPGP
Shares Held
24K
Value
$1.94M
Warby Parker Inc.
WRBY
Shares Held
24K
Value
$675.00K
Tripadvisor, Inc.
TRIP
Shares Held
24K
Value
$396.00K
Lincoln Electric Holdings, Inc.
LECO
Shares Held
24K
Value
$5.75M
Byline Bancorp, Inc.
BY
Shares Held
24K
Value
$675.00K
Old Second Bancorp, Inc.
OSBC
Shares Held
24K
Value
$421.00K
Ameren Corporation
AEE
Shares Held
24K
Value
$2.54M
Arthur J. Gallagher & Co.
AJG
Shares Held
24K
Value
$7.52M
Emerson Electric Co.
EMR
Shares Held
24K
Value
$3.18M
LG Display Co., Ltd.
LPL
Shares Held
24K
Value
$126.00K
Allison Transmission Holdings, Inc.
ALSN
Shares Held
24K
Value
$2.04M
Laureate Education, Inc.
LAUR
Shares Held
24K
Value
$759.00K
Definitive Healthcare Corp.
DH
Shares Held
24K
Value
$97.00K