Stock Taper

CWM, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rio Tinto GroupRIO89.93K$8.39M
Microchip Technology IncorporatedMCHP90.75K$5.86M
Lamb Weston Holdings, Inc.LW90.79K$3.84M
B&G Foods, Inc.BGS91K$437.7K
Hasbro, Inc.HAS91.41K$8.56M
The Cooper Companies, Inc.COO91.52K$6.54M
GoodRx Holdings, Inc.GDRX91.55K$179.45K
Lululemon Athletica Inc.LULU91.57K$14.02M
Aldeyra TheALDX91.62K$154.84K
BellRing Brands, Inc.BRBR91.63K$1.47M
Gartner, Inc.IT91.88K$14.55M
Patterson-UTI Energy, Inc.PTEN91.98K$996.18K
McDonald's CorporationMCD92.03K$28.6M
American Homes 4 RentAMH92.22K$2.57M
Old National BancorpONB93.97K$2.08M
Five9, Inc.FIVN93.98K$1.43M
Hayward Holdings, Inc.HAYW94.63K$1.27M
BP p.l.c.BP94.74K$4.45M
Mohawk Industries, Inc.MHK95.16K$9.37M
Vertiv Holdings CoVRT95.63K$23.96M