Stock Taper

CWM, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dropbox, Inc.DBX83.81K$1.9M
Applied Materials, Inc.AMAT83.81K$28.65M
First Solar, Inc.FSLR84.02K$16.57M
Nu Holdings Ltd.NU84.36K$1.21M
Sana Biotechnology, Inc.SANA84.44K$243.2K
Capital One Financial CorporationCOF84.91K$15.49M
Bentley Systems, IncorporatedBSY85.11K$2.99M
ZipRecruiter, Inc.ZIP85.28K$156.91K
Payoneer Global Inc.PAYO85.57K$413.32K
Mastercard IncorporatedMA85.76K$42.85M
Oil States International, Inc.OIS87.93K$1.02M
Adobe Inc.ADBE88.13K$21.42M
Deckers Outdoor CorporationDECK88.33K$8.84M
NIKE, Inc.NKE88.53K$4.68M
Phreesia, Inc.PHR88.56K$742.17K
Petco Health and Wellness Company, Inc.WOOF88.59K$246.28K
Compass, Inc.COMP88.68K$648.23K
MSC Income Fund, Inc.MSIF89.08K$1.08M
Lloyds Banking Group plcLYG89.44K$449.89K
Blackstone Inc.BX89.73K$10.32M