
CWM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CVS | 144K | $10.88M |
![]() | CSX | 144K | $5.12M |
![]() | AXTA | 141K | $4.04M |
![]() | KIND | 141K | $295.00K |
![]() | AR | 140K | $4.69M |
![]() | KD | 138K | $4.15M |
![]() | ABNB | 136K | $16.56M |
![]() | TSLX | 136K | $3.10M |
![]() | TRV | 135K | $37.73M |
![]() | RRC | 134K | $5.04M |
![]() | CBSH | 134K | $8.00M |
![]() | AGNC | 133K | $1.30M |
![]() | TSN | 132K | $7.14M |
![]() | UNP | 131K | $31.04M |
![]() | MFA | 130K | $1.20M |
![]() | PM | 130K | $21.05M |
![]() | JHG | 129K | $5.75M |
![]() | PNC | 129K | $25.91M |
![]() | MS | 128K | $20.30M |
![]() | ESTC | 127K | $10.72M |

CVS Health Corporation
CVS
Shares Held
144K
Value
$10.88M

CSX Corporation
CSX
Shares Held
144K
Value
$5.12M

Axalta Coating Systems Ltd.
AXTA
Shares Held
141K
Value
$4.04M

Nextdoor Holdings, Inc.
KIND
Shares Held
141K
Value
$295.00K

Antero Resources Corporation
AR
Shares Held
140K
Value
$4.69M

Kyndryl Holdings, Inc.
KD
Shares Held
138K
Value
$4.15M

Airbnb, Inc.
ABNB
Shares Held
136K
Value
$16.56M

Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
136K
Value
$3.10M

The Travelers Companies, Inc.
TRV
Shares Held
135K
Value
$37.73M

Range Resources Corporation
RRC
Shares Held
134K
Value
$5.04M

Commerce Bancshares, Inc.
CBSH
Shares Held
134K
Value
$8.00M

AGNC Investment Corp.
AGNC
Shares Held
133K
Value
$1.30M

Tyson Foods, Inc.
TSN
Shares Held
132K
Value
$7.14M

Union Pacific Corporation
UNP
Shares Held
131K
Value
$31.04M

MFA Financial, Inc.
MFA
Shares Held
130K
Value
$1.20M

Philip Morris International Inc.
PM
Shares Held
130K
Value
$21.05M

Janus Henderson Group plc
JHG
Shares Held
129K
Value
$5.75M

The PNC Financial Services Group, Inc.
PNC
Shares Held
129K
Value
$25.91M

Morgan Stanley
MS
Shares Held
128K
Value
$20.30M

Elastic N.V.
ESTC
Shares Held
127K
Value
$10.72M
