
CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | DIS | 181K | $20.71M |
![]() | HBAN | 177K | $3.06M |
![]() | KMB | 175K | $21.80M |
![]() | ORI | 174K | $7.40M |
![]() | CGNX | 174K | $7.89M |
![]() | ALL | 174K | $37.36M |
![]() | PEGA | 171K | $9.82M |
![]() | PK | 170K | $1.88M |
![]() | LBTYA | 170K | $1.95M |
![]() | RTX | 170K | $28.38M |
![]() | VTRS | 167K | $1.65M |
![]() | NTNX | 166K | $12.37M |
![]() | APH | 166K | $20.53M |
![]() | TPR | 166K | $18.77M |
![]() | TROW | 166K | $17.01M |
![]() | ALB | 165K | $13.38M |
![]() | MDLZ | 165K | $10.28M |
![]() | BMRN | 164K | $8.90M |
![]() | CFFN | 162K | $1.03M |
![]() | UNH | 160K | $55.42M |

The Walt Disney Company
DIS
Shares Held
181K
Value
$20.71M

Huntington Bancshares Incorporated
HBAN
Shares Held
177K
Value
$3.06M

Kimberly-Clark Corporation
KMB
Shares Held
175K
Value
$21.80M

Old Republic International Corporation
ORI
Shares Held
174K
Value
$7.40M

Cognex Corporation
CGNX
Shares Held
174K
Value
$7.89M

The Allstate Corporation
ALL
Shares Held
174K
Value
$37.36M

Pegasystems Inc.
PEGA
Shares Held
171K
Value
$9.82M

Park Hotels & Resorts Inc.
PK
Shares Held
170K
Value
$1.88M

Liberty Global plc
LBTYA
Shares Held
170K
Value
$1.95M

RTX Corporation
RTX
Shares Held
170K
Value
$28.38M

Viatris Inc.
VTRS
Shares Held
167K
Value
$1.65M

Nutanix, Inc.
NTNX
Shares Held
166K
Value
$12.37M

Amphenol Corporation
APH
Shares Held
166K
Value
$20.53M

Tapestry, Inc.
TPR
Shares Held
166K
Value
$18.77M

T. Rowe Price Group, Inc.
TROW
Shares Held
166K
Value
$17.01M

Albemarle Corporation
ALB
Shares Held
165K
Value
$13.38M

Mondelez International, Inc.
MDLZ
Shares Held
165K
Value
$10.28M

BioMarin Pharmaceutical Inc.
BMRN
Shares Held
164K
Value
$8.90M

Capitol Federal Financial, Inc.
CFFN
Shares Held
162K
Value
$1.03M

UnitedHealth Group Incorporated
UNH
Shares Held
160K
Value
$55.42M
