CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 802
- +10 vs. Q1 2024
- Portfolio value
- $867.6M
- −$109.7M (−11.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FULFuller H B Co | Stock | 4,528 | $348.5K | <0.1% | +63+1.4% | Added | History |
| ADTNADTRAN Holdings, Inc. | COM | 66,253 | $348.5K | <0.1% | +851+1.3% | Added | History |
| LPXLouisiana-Pacific Corp | COM | 4,235 | $348.7K | <0.1% | −41−1.0% | Reduced | History |
| HXLHexcel Corp | COM | 5,584 | $348.7K | <0.1% | +685+14.0% | Added | History |
| RRyder System Inc | COM | 2,815 | $348.7K | <0.1% | −160−5.4% | Reduced | History |
| AAONAaon, Inc. | COM PAR $0.004 | 3,999 | $348.9K | <0.1% | −96−2.3% | Reduced | History |
| NTCTNetscout Systems Inc | COM | 19,079 | $349.0K | <0.1% | +2,728+16.7% | Added | History |
| TXNMTXNM Energy Inc | COM | 9,442 | $349.0K | <0.1% | −88−0.9% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 2,531 | $349.0K | <0.1% | −537−17.5% | Reduced | History |
| HIHillenbrand, Inc. | COM | 8,721 | $349.0K | <0.1% | −5,794−39.9% | Reduced | History |
| FFIVF5, Inc. | Stock | 2,027 | $349.1K | <0.1% | +142+7.5% | Added | History |
| NVEENV5 Global, Inc. | COM | 3,756 | $349.2K | <0.1% | +115+3.2% | Added | History |
| HMNHorace Mann Educators Corp | COM | 10,705 | $349.2K | <0.1% | +1,015+10.5% | Added | History |
| NBTBNBT Bancorp Inc | COM | 9,047 | $349.2K | <0.1% | −712−7.3% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 848 | $349.2K | <0.1% | −62−6.8% | Reduced | History |
| BCOBrinks Co | COM | 3,411 | $349.3K | <0.1% | −456−11.8% | Reduced | History |
| CACCamden National Corp | COM | 10,585 | $349.3K | <0.1% | +10,585 | New | History |
| GNWGenworth Financial Inc | COM SHS | 57,835 | $349.3K | <0.1% | +2,241+4.0% | Added | History |
| LKFNLakeland Financial Corp | COM | 5,679 | $349.4K | <0.1% | +277+5.1% | Added | History |
| BLKBBlackbaud Inc | COM | 4,587 | $349.4K | <0.1% | −260−5.4% | Reduced | History |
| CALXCalix, Inc | COM | 9,862 | $349.4K | <0.1% | −878−8.2% | Reduced | History |
| OSISOsi Systems Inc | COM | 2,541 | $349.4K | <0.1% | +37+1.5% | Added | History |
| DMRCDigimarc Corp | COM | 11,269 | $349.5K | <0.1% | −2,015−15.2% | Reduced | History |
| SAFTSafety Insurance Group Inc | COM | 4,658 | $349.5K | <0.1% | +319+7.4% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 35,242 | $349.6K | <0.1% | +4,148+13.3% | Added | History |
| ADUSAddus HomeCare Corp | COM | 3,011 | $349.6K | <0.1% | −446−12.9% | Reduced | History |
| WABCWestamerica Bancorporation | COM | 7,204 | $349.6K | <0.1% | −125−1.7% | Reduced | History |
| RESRPC Inc | COM | 55,942 | $349.6K | <0.1% | +9,721+21.0% | Added | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 4,968 | $349.6K | <0.1% | +245+5.2% | Added | History |
| NJRNew Jersey Resources Corp | Stock | 8,183 | $349.7K | <0.1% | −166−2.0% | Reduced | History |
| GHCGraham Holdings Co | COM CL B | 500 | $349.8K | <0.1% | +30+6.4% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 1,535 | $349.8K | <0.1% | +13+0.9% | Added | History |
| OLEDUniversal Display Corp | COM | 1,664 | $349.9K | <0.1% | −443−21.0% | Reduced | History |
| CRVLCorvel Corp | COM | 1,376 | $349.9K | <0.1% | +9+0.7% | Added | History |
| VRNSVaronis Systems Inc | COM | 7,294 | $349.9K | <0.1% | −219−2.9% | Reduced | History |
| OGSONE Gas, Inc. | COM | 5,480 | $349.9K | <0.1% | −82−1.5% | Reduced | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 8,115 | $349.9K | <0.1% | −4,087−33.5% | Reduced | History |
| TKRTimken Co | COM | 4,367 | $349.9K | <0.1% | +279+6.8% | Added | History |
| CARAvis Budget Group, Inc. | COM | 3,348 | $349.9K | <0.1% | +416+14.2% | Added | History |
| IBTXIndependent Bank Group, Inc. | COM | 7,688 | $350.0K | <0.1% | −101−1.3% | Reduced | History |
| IOSPInnospec Inc. | COM | 2,832 | $350.0K | <0.1% | +71+2.6% | Added | History |
| NMFCNew Mountain Finance Corp | COM | 28,599 | $350.1K | <0.1% | +330+1.2% | Added | History |
| LNNLindsay Corp | COM | 2,849 | $350.1K | <0.1% | −237−7.7% | Reduced | History |
| HOPEHope Bancorp Inc | COM | 32,603 | $350.2K | <0.1% | +1,413+4.5% | Added | History |
| TRUPTrupanion, Inc. | COM | 11,913 | $350.2K | <0.1% | −864−6.8% | Reduced | History |
| NGVTIngevity Corp | COM | 8,013 | $350.2K | <0.1% | +596+8.0% | Added | History |
| TOLToll Brothers, Inc. | COM | 3,041 | $350.3K | <0.1% | −6,620−68.5% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 5,115 | $350.3K | <0.1% | −1,526−23.0% | Reduced | History |
| WKCWorld Kinect Corp | COM | 13,579 | $350.3K | <0.1% | +38+0.3% | Added | History |
| NWLINational Western Life Group, Inc. | CL A | 705 | $350.3K | <0.1% | −23−3.2% | Reduced | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 3,569 | $350.4K | <0.1% | −961−21.2% | Reduced | History |
| CUBICustomers Bancorp, Inc. | COM | 7,303 | $350.4K | <0.1% | +557+8.3% | Added | History |
| AINAlbany International Corp | CL A | 4,150 | $350.5K | <0.1% | +297+7.7% | Added | History |
| CMCOColumbus McKinnon Corp | COM | 10,147 | $350.5K | <0.1% | +2,116+26.3% | Added | History |
| GERNGeron Corp | COM | 82,660 | $350.5K | <0.1% | −25,259−23.4% | Reduced | History |
| UBSIUnited Bankshares Inc | COM | 10,804 | $350.5K | <0.1% | +828+8.3% | Added | History |
| RUSHARush Enterprises Inc | CL A | 8,371 | $350.5K | <0.1% | +1,662+24.8% | Added | History |
| RHPRyman Hospitality Properties, Inc. | COM | 3,510 | $350.5K | <0.1% | +423+13.7% | Added | History |
| MHOM/I Homes, Inc. | COM | 2,870 | $350.5K | <0.1% | −2,547−47.0% | Reduced | History |
| ALEAllete Inc | COM NEW | 5,623 | $350.6K | <0.1% | −400−6.6% | Reduced | History |
| IDAIdacorp Inc | COM | 3,764 | $350.6K | <0.1% | −95−2.5% | Reduced | History |
| EIGEmployers Holdings, Inc. | COM | 8,225 | $350.6K | <0.1% | +336+4.3% | Added | History |
| MTRNMATERION Corp | COM | 3,243 | $350.7K | <0.1% | +522+19.2% | Added | History |
| PRKSUnited Parks & Resorts Inc. | COM | 6,457 | $350.7K | <0.1% | +97+1.5% | Added | History |
| ESNTEssent Group Ltd. | COM | 6,241 | $350.7K | <0.1% | +215+3.6% | Added | History |
| JBSSSanfilippo John B & Son Inc | COM | 3,609 | $350.7K | <0.1% | +248+7.4% | Added | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 7,025 | $350.7K | <0.1% | +525+8.1% | Added | History |
| SLCAU.S. Silica Holdings, Inc. | COM | 22,699 | $350.7K | <0.1% | −6,082−21.1% | Reduced | History |
| ABMAbm Industries Inc | COM | 6,935 | $350.7K | <0.1% | −1,134−14.1% | Reduced | History |
| VREVeris Residential, Inc. | COM | 23,381 | $350.7K | <0.1% | −264−1.1% | Reduced | History |
| NXQuanex Building Products CORP | COM | 12,685 | $350.7K | <0.1% | +3,330+35.6% | Added | History |
| SLGNSilgan Holdings Inc | COM | 8,286 | $350.7K | <0.1% | +902+12.2% | Added | History |
| SRSpire Inc | COM | 5,776 | $350.8K | <0.1% | −50−0.9% | Reduced | History |
| ALSNAllison Transmission Holdings Inc | Stock | 4,622 | $350.8K | <0.1% | +214+4.9% | Added | History |
| MXLMaxlinear, Inc | COM | 17,419 | $350.8K | <0.1% | −1,661−8.7% | Reduced | History |
| GRBKGreen Brick Partners, Inc. | COM | 6,129 | $350.8K | <0.1% | +221+3.7% | Added | History |
| EWBCEast West Bancorp Inc | COM | 4,791 | $350.8K | <0.1% | −11,069−69.8% | Reduced | History |
| PRIPrimerica, Inc. | Stock | 1,483 | $350.8K | <0.1% | +76+5.4% | Added | History |
| AMEDAmedisys Inc | COM | 3,822 | $350.9K | <0.1% | −52−1.3% | Reduced | History |
| PBProsperity Bancshares Inc | COM | 5,739 | $350.9K | <0.1% | +328+6.1% | Added | History |
| SFBSServisFirst Bancshares, Inc. | COM | 5,553 | $350.9K | <0.1% | +206+3.9% | Added | History |
| GGenpact LTD | SHS | 10,901 | $350.9K | <0.1% | +109+1.0% | Added | History |
| PRFTPerficient Inc | COM | 4,692 | $350.9K | <0.1% | −1,727−26.9% | Reduced | History |
| MTZMastec Inc | COM | 3,280 | $350.9K | <0.1% | −543−14.2% | Reduced | History |
| WOLFWolfspeed, Inc. | Stock | 15,419 | $350.9K | <0.1% | +3,230+26.5% | Added | History |
| VSHVishay Intertechnology Inc | COM | 15,738 | $351.0K | <0.1% | −92−0.6% | Reduced | History |
| HCATHealth Catalyst, Inc. | COM | 54,934 | $351.0K | <0.1% | +7,737+16.4% | Added | History |
| MDUMdu Resources Group Inc | Stock | 13,986 | $351.0K | <0.1% | −307−2.1% | Reduced | History |
| ALRMAlarm.com Holdings, Inc. | COM | 5,525 | $351.1K | <0.1% | +591+12.0% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 5,406 | $351.1K | <0.1% | +1,165+27.5% | Added | History |
| IBOCInternational Bancshares Corp | COM | 6,137 | $351.1K | <0.1% | −246−3.9% | Reduced | History |
| SLRCSLR Investment Corp. | COM | 21,823 | $351.1K | <0.1% | −1,498−6.4% | Reduced | History |
| MTGMgic Investment Corp | COM | 16,294 | $351.1K | <0.1% | +291+1.8% | Added | History |
| AIRAar Corp | Stock | 4,830 | $351.1K | <0.1% | −1,127−18.9% | Reduced | History |
| ROICRetail Opportunity Investments Corp | COM | 28,253 | $351.2K | <0.1% | +183+0.7% | Added | History |
| EXPEagle Materials Inc | COM | 1,615 | $351.2K | <0.1% | +294+22.3% | Added | History |
| FWRDForward Air Corp | COM | 18,446 | $351.2K | <0.1% | +6,776+58.1% | Added | History |
| SLABSilicon Laboratories Inc. | Stock | 3,175 | $351.3K | <0.1% | +659+26.2% | Added | History |
| CSGSCSG Systems International Inc | COM | 8,532 | $351.3K | <0.1% | +1,593+23.0% | Added | History |
| KWRQuaker Chemical Corp | COM | 2,070 | $351.3K | <0.1% | +346+20.1% | Added | History |
Sold out since Q1 2024 (40)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| VITLVital Farms, Inc. | COM | 43,143 | $1.00M | 0.1% | History |
| FORForestar Group Inc. | COM | 23,404 | $940.6K | 0.1% | History |
| BHCBausch Health Companies Inc. | Stock | 88,133 | $935.1K | 0.1% | History |
| TLSTelos Corp | COM | 220,082 | $915.5K | 0.1% | History |
| Sapiens Intl Corp N VG7T16G103 | SHS | 28,427 | $914.2K | 0.1% | – |
| TCMDTactile Systems Technology Inc | COM | 55,904 | $908.4K | 0.1% | History |
| AGROAdecoagro S.A. | COM | 80,977 | $892.4K | 0.1% | History |
| FHIFederated Hermes, Inc. | CL B | 24,688 | $891.7K | 0.1% | History |
| XPXP Inc. | CL A | 34,750 | $891.7K | 0.1% | History |
| STNEStoneCo Ltd. | COM | 53,588 | $890.1K | 0.1% | History |
| SLVMSylvamo Corp | COMMON STOCK | 14,395 | $888.8K | 0.1% | History |
| IRIngersoll Rand Inc. | COM | 9,359 | $888.6K | 0.1% | History |
| SAICScience Applications International Corp | COM | 6,787 | $885.0K | 0.1% | History |
| UNTYUnity Bancorp Inc | COM | 32,046 | $884.5K | 0.1% | History |
| CRNTCeragon Networks Ltd | Stock | 276,382 | $884.4K | 0.1% | History |
| CNMCore & Main, Inc. | CL A | 15,441 | $884.0K | 0.1% | History |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 20,829 | $883.8K | 0.1% | History |
| AELAmerican National Group Inc. | COM | 15,678 | $881.4K | 0.1% | History |
| TASTCarrols Restaurant Group, Inc. | COM | 92,430 | $879.0K | 0.1% | History |
| TBCHTurtle Beach Corp | COM NEW | 50,776 | $875.4K | 0.1% | History |
| LGTYLogility Supply Chain Solutions, Inc | CL A | 75,821 | $868.1K | 0.1% | History |
| ANIPAni Pharmaceuticals Inc | COM | 12,520 | $865.5K | 0.1% | History |
| WFRDWeatherford International plc | ORD SHS | 7,488 | $864.3K | 0.1% | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 77,791 | $861.9K | 0.1% | History |
| TILEInterface Inc | COM | 51,086 | $859.3K | 0.1% | History |
| UISUnisys Corp | COM NEW | 173,544 | $852.1K | 0.1% | History |
| STRLSterling Infrastructure, Inc. | COM | 4,072 | $449.1K | <0.1% | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 25,243 | $397.1K | <0.1% | History |
| HGVHilton Grand Vacations Inc. | COM | 8,007 | $378.0K | <0.1% | History |
| CCSCentury Communities, Inc. | COM | 3,838 | $370.3K | <0.1% | History |
| GBXGreenbrier Companies Inc | Stock | 7,018 | $365.6K | <0.1% | History |
| RUSHBRush Enterprises Inc | CL B | 6,837 | $364.3K | <0.1% | History |
| HIBBHibbett Inc | COM | 4,725 | $363.0K | <0.1% | History |
| LBAILakeland Bancorp Inc | COM | 29,713 | $359.5K | <0.1% | History |
| MODNModel N, Inc. | COM | 12,584 | $358.3K | <0.1% | History |
| DOORMasonite International Corp | COM | 2,721 | $357.7K | <0.1% | History |
| DSGRDistribution Solutions Group, Inc. | COM | 9,925 | $352.1K | <0.1% | History |
| MBUUMalibu Boats, Inc. | COM CL A | 7,018 | $303.7K | <0.1% | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 10,151 | $119.5K | <0.1% | History |
| BRF SA10552T107 | SPONSORED ADR | 10,966 | $35.8K | <0.1% | – |