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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 24, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
824
+24 vs. Q1 2025
Portfolio value
$918.0M
+$76.7M (+9.1%) vs. Q1 2025
Filed
Jul 24, 2025
SEC
Holdings of CWM Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RFRegions Financial CorpCOM12,533$294.8K<0.1%−1,996−13.7%ReducedHistory
QBTSD-Wave Quantum Inc.Stock22,162$324.5K<0.1%+22,162NewHistory
DOCHealthpeak Properties, Inc.COM19,134$335.0K<0.1%+3,720+24.1%AddedHistory
SCCOSouthern Copper CorpStock3,398$343.8K<0.1%−410−10.8%ReducedHistory
DNOWDNOW Inc.COM25,385$376.5K<0.1%−41,957−62.3%ReducedHistory
OPALOPAL Fuels Inc.CLASS A COM156,070$377.7K<0.1%−38,978−20.0%ReducedHistory
VKTXViking Therapeutics, Inc.COM14,387$381.3K<0.1%+132+0.9%AddedHistory
FLNCFluence Energy, Inc.COM CL A56,877$381.6K<0.1%+56,877NewHistory
OECOrion S.A.COM36,431$382.2K<0.1%+9,847+37.0%AddedHistory
RDNTRadNet, Inc.COM6,718$382.3K<0.1%−175−2.5%ReducedHistory
CECOCeco Environmental CorpCOM13,515$382.6K<0.1%−1,584−10.5%ReducedHistory
AEHRAehr Test SystemsCOM29,603$382.8K<0.1%−18,545−38.5%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.00151,406$383.5K<0.1%−440−0.8%ReducedHistory
AGLagilon health, inc.COM166,741$383.5K<0.1%+88,411+112.9%AddedHistory
SKYTSkyWater Technology, LLCCOM38,978$383.5K<0.1%−10,062−20.5%ReducedHistory
ACHCAcadia Healthcare Company, Inc.COM16,927$384.1K<0.1%+5,753+51.5%AddedHistory
EEXEmerald Holding, Inc.COM79,304$384.6K<0.1%−10,347−11.5%ReducedHistory
FMAOFarmers & Merchants Bancorp IncCOM15,229$385.0K<0.1%+885+6.2%AddedHistory
AIOTPowerfleet, Inc.COM89,387$385.3K<0.1%+27,134+43.6%AddedHistory
CUBICustomers Bancorp, Inc.COM6,560$385.3K<0.1%−268−3.9%ReducedHistory
NWPXNWPX Infrastructure, Inc.COM9,400$385.5K<0.1%+1,074+12.9%AddedHistory
MYEMyers Industries IncCOM26,615$385.7K<0.1%−2,169−7.5%ReducedHistory
MTRNMATERION CorpCOM4,859$385.7K<0.1%+650+15.4%AddedHistory
ADMAAdma Biologics, Inc.COM21,182$385.7K<0.1%+3,742+21.5%AddedHistory
GPREGreen Plains Inc.COM63,975$385.8K<0.1%−6,654−9.4%ReducedHistory
NRCNRC HealthCOM NEW22,965$385.8K<0.1%−3,774−14.1%ReducedHistory
PUBMPubMatic, Inc.COM CL A31,015$385.8K<0.1%−6,405−17.1%ReducedHistory
THTarget Hospitality Corp.COM54,191$385.8K<0.1%+1,951+3.7%AddedHistory
WRLDWorld Acceptance CorpCOM2,337$385.9K<0.1%−367−13.6%ReducedHistory
CARSCars.com Inc.COM32,569$385.9K<0.1%+2,050+6.7%AddedHistory
XNCRXencor IncCOM49,111$386.0K<0.1%+16,709+51.6%AddedHistory
ETNB89bio, Inc.COM39,312$386.0K<0.1%−7,654−16.3%ReducedHistory
ANGIAngi Inc.CL A NEW25,303$386.1K<0.1%+3,390+15.5%AddedHistory
ARDXArdelyx, Inc.COM98,529$386.2K<0.1%+28,982+41.7%AddedHistory
AEVAAeva Technologies, Inc.COM NEW10,222$386.3K<0.1%+10,222NewHistory
DMRCDigimarc CorpCOM29,248$386.4K<0.1%−12,506−30.0%ReducedHistory
HVTHaverty Furniture Companies IncCOM18,987$386.4K<0.1%+1,556+8.9%AddedHistory
SSYSStratasys Ltd.SHS33,694$386.5K<0.1%−1,579−4.5%ReducedHistory
SMBKSmartfinancial Inc.COM NEW11,442$386.5K<0.1%+376+3.4%AddedHistory
HOPEHope Bancorp IncCOM36,027$386.6K<0.1%+3,209+9.8%AddedHistory
AIRAar CorpStock5,620$386.6K<0.1%−466−7.7%ReducedHistory
FBKFB Financial CorpCOM8,538$386.8K<0.1%+1,074+14.4%AddedHistory
ALRSAlerus Financial CorpCOM17,873$386.8K<0.1%−706−3.8%ReducedHistory
HYHyster-Yale, Inc.CL A9,725$386.9K<0.1%+1,493+18.1%AddedHistory
MTUSMetallus Inc.COM25,108$386.9K<0.1%−660−2.6%ReducedHistory
BUSEFirst Busey CorpCOM NEW16,913$387.1K<0.1%+1,038+6.5%AddedHistory
HWKNHawkins IncCOM2,724$387.1K<0.1%−520−16.0%ReducedHistory
STBAS&T Bancorp IncCOM10,235$387.1K<0.1%+926+9.9%AddedHistory
HIHillenbrand, Inc.COM19,287$387.1K<0.1%+5,161+36.5%AddedHistory
ROCKGibraltar Industries, Inc.COM6,561$387.1K<0.1%+693+11.8%AddedHistory
HLITHarmonic Inc.COM40,877$387.1K<0.1%−44,053−51.9%ReducedHistory
HUBGHub Group, Inc.CL A11,581$387.2K<0.1%+2,327+25.1%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM43,209$387.2K<0.1%−2,692−5.9%ReducedHistory
AINAlbany International CorpCL A5,521$387.2K<0.1%+553+11.1%AddedHistory
WNCWabash National CorpCOM36,431$387.3K<0.1%+5,333+17.1%AddedHistory
WBSWebster Financial CorpCOM7,094$387.3K<0.1%+424+6.4%AddedHistory
AGXArgan IncStock1,757$387.4K<0.1%−877−33.3%ReducedHistory
ICFIICF International, Inc.Stock4,574$387.5K<0.1%+555+13.8%AddedHistory
ACCOAcco Brands CorpCOM108,231$387.5K<0.1%+25,675+31.1%AddedHistory
VSHVishay Intertechnology IncCOM24,401$387.5K<0.1%+2,722+12.6%AddedHistory
NBRNabors Industries LtdSHS13,831$387.5K<0.1%+5,552+67.1%AddedHistory
EGBNEagle Bancorp IncCOM19,897$387.6K<0.1%+3,558+21.8%AddedHistory
HTHHilltop Holdings Inc.COM12,772$387.6K<0.1%+1,474+13.0%AddedHistory
RYAMRayonier Advanced Materials Inc.COM100,690$387.7K<0.1%+40,610+67.6%AddedHistory
SAFTSafety Insurance Group IncCOM4,883$387.7K<0.1%+501+11.4%AddedHistory
GNWGenworth Financial IncCOM SHS49,831$387.7K<0.1%+1,275+2.6%AddedHistory
CHCOCity Holding CoCOM3,167$387.7K<0.1%+228+7.8%AddedHistory
JBTMJBT Marel CorpCOM3,224$387.7K<0.1%+395+14.0%AddedHistory
CENTCentral Garden & Pet CoCOM11,022$387.8K<0.1%+1,652+17.6%AddedHistory
CVLGCovenant Logistics Group, Inc.CL A16,083$387.8K<0.1%+541+3.5%AddedHistory
SNVSynovus Financial CorpCOM NEW7,493$387.8K<0.1%+117+1.6%AddedHistory
LOPEGrand Canyon Education, Inc.COM2,052$387.8K<0.1%+56+2.8%AddedHistory
BLBDBlue Bird CorpCOM8,986$387.8K<0.1%−1,603−15.1%ReducedHistory
GBCIGlacier Bancorp, Inc.COM9,003$387.8K<0.1%+1,227+15.8%AddedHistory
HNSTHonest Company, Inc.COM76,206$387.9K<0.1%+3,730+5.1%AddedHistory
PEBOPeoples Bancorp IncCOM12,701$387.9K<0.1%+1,051+9.0%AddedHistory
SFBSServisFirst Bancshares, Inc.COM5,005$387.9K<0.1%+819+19.6%AddedHistory
PTCTPTC Therapeutics, Inc.COM7,943$388.0K<0.1%+1,061+15.4%AddedHistory
ECPGEncore Capital Group IncCOM10,022$388.0K<0.1%+52+0.5%AddedHistory
PIImpinj IncCOM3,493$388.0K<0.1%−288−7.6%ReducedHistory
BHEBenchmark Electronics IncCOM9,992$388.0K<0.1%+971+10.8%AddedHistory
MXLMaxlinear, IncCOM27,304$388.0K<0.1%−4,484−14.1%ReducedHistory
FCFFirst Commonwealth Financial CorpCOM23,908$388.0K<0.1%+1,726+7.8%AddedHistory
FORMFormfactor IncCOM11,277$388.0K<0.1%−886−7.3%ReducedHistory
NEONeogenomics IncCOM NEW53,085$388.1K<0.1%+16,325+44.4%AddedHistory
UBSIUnited Bankshares IncCOM10,652$388.1K<0.1%+730+7.4%AddedHistory
ADUSAddus HomeCare CorpCOM3,369$388.1K<0.1%−101−2.9%ReducedHistory
WABCWestamerica BancorporationCOM8,012$388.1K<0.1%+1,231+18.2%AddedHistory
KFRCKforce IncCOM9,436$388.1K<0.1%+2,407+34.2%AddedHistory
UCBUnited Community Banks IncCOM13,028$388.1K<0.1%+781+6.4%AddedHistory
HOMBHome Bancshares IncCOM13,638$388.1K<0.1%+1,452+11.9%AddedHistory
ZIONZions Bancorporation, National AssociationCOM7,473$388.1K<0.1%+567+8.2%AddedHistory
RPAYRepay Holdings CorpCOM CL A80,531$388.2K<0.1%+18,502+29.8%AddedHistory
TRNTrinity Industries IncCOM14,371$388.2K<0.1%+2,137+17.5%AddedHistory
CLNEClean Energy Fuels Corp.COM199,068$388.2K<0.1%−18,131−8.3%ReducedHistory
INVXInnovex International, Inc.COM24,852$388.2K<0.1%+5,779+30.3%AddedHistory
NWBINorthwest Bancshares, Inc.COM30,376$388.2K<0.1%+1,783+6.2%AddedHistory
BYByline Bancorp, Inc.COM14,526$388.3K<0.1%+1,441+11.0%AddedHistory
EOSEEos Energy Enterprises, Inc.COM CL A75,836$388.3K<0.1%+75,836NewHistory
LOBLive Oak Bancshares, Inc.COM13,030$388.3K<0.1%+146+1.1%AddedHistory

Sold out since Q1 2025 (53)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of CWM Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ENSGEnsign Group, IncCOM17,040$2.20M0.3%History
PAYCPaycom Software, Inc.Stock10,080$2.20M0.3%History
BFAMBright Horizons Family Solutions Inc.COM17,280$2.20M0.3%History
EWBCEast West Bancorp IncCOM24,360$2.19M0.3%History
TTEKTetra Tech IncCOM74,727$2.19M0.3%History
TOLToll Brothers, Inc.COM20,400$2.15M0.3%History
FNDFloor & Decor Holdings, Inc.CL A26,040$2.10M0.2%History
MEDPMedpace Holdings, Inc.COM6,759$2.06M0.2%History
DGICADonegal Group IncCL A42,012$824.7K0.1%History
MGMistras Group, Inc.COM77,220$817.0K0.1%History
ADTADT Inc.COM99,576$810.5K0.1%History
GLGlobe Life Inc.COM6,048$796.6K0.1%History
LRNStride, Inc.COM6,264$792.4K0.1%History
ARLPAlliance Resource Partners LPStock28,944$789.6K0.1%History
UFCSUnited Fire Group IncCOM26,568$782.7K0.1%History
CNOCNO Financial Group, Inc.COM18,792$782.7K0.1%History
VIRTVirtu Financial, Inc.CL A20,520$782.2K0.1%History
AVTAvnet IncCOM16,118$775.1K0.1%History
BBWBuild-A-Bear Workshop IncCOM20,844$774.8K0.1%History
PRIPrimerica, Inc.Stock2,700$768.2K0.1%History
GMEDGlobus Medical IncStock10,476$766.8K0.1%History
BKRBaker Hughes CoCL A17,428$766.0K0.1%History
PAAPlains All American Pipeline LPUNIT LTD PARTN38,232$764.6K0.1%History
CCKCrown Holdings, Inc.COM8,532$761.6K0.1%History
TCBXThird Coast Bancshares, Inc.COM22,788$760.4K0.1%History
PAHCPhibro Animal Health CorpCL A COM35,424$756.7K0.1%History
RBBNRibbon Communications Inc.COM192,780$755.7K0.1%History
REPXRiley Exploration Permian, Inc.COM25,596$746.6K0.1%History
OOMAOoma IncCOM56,808$743.6K0.1%History
SFStifel Financial CorpCOM7,884$743.1K0.1%History
RDWRRadware LtdORD34,128$737.8K0.1%History
GILTGilat Satellite Networks LtdSHS NEW115,344$732.4K0.1%History
DAVEDave Inc.CLASS A COM NEW8,856$732.0K0.1%History
EVEREverQuote, Inc.COM CL A27,540$721.3K0.1%History
VNETVNET Group, Inc.SPONSORED ADS A87,264$715.6K0.1%History
ASURAsure Software IncCOM73,656$703.4K0.1%History
PDDPDD Holdings Inc.SPONSORED ADS5,940$703.0K0.1%History
AMSCAmerican Superconductor CorpStock38,556$699.4K0.1%History
OPRAOpera LtdSPONSORED ADS43,632$695.5K0.1%History
JAZZJazz Pharmaceuticals plcSHS USD5,547$688.7K0.1%History
VSTVistra Corp.Stock5,832$684.9K0.1%History
ACMRACM Research, Inc.Stock28,080$655.4K0.1%History
SASRSandy Spring Bancorp IncCOM14,442$403.7K<0.1%History
LSEALandsea Homes CorpCOM53,875$345.9K<0.1%History
WOLFWolfspeed, Inc.Stock112,872$345.4K<0.1%History
AUBAtlantic Union Bankshares CorpCOM11,085$345.2K<0.1%History
SHENShenandoah Telecommunications CoCOM27,387$344.3K<0.1%History
FNAParagon 28, Inc.COM26,350$344.1K<0.1%History
PLYAPlaya Hotels & Resorts N.V.SHS25,816$344.1K<0.1%History
ATSGAir Transport Services Group, Inc.COM15,335$344.1K<0.1%History
ACCDAccolade, Inc.COM49,215$343.5K<0.1%History
LBRDALiberty Broadband CorpCOM SER A3,660$311.1K<0.1%History
Azul S A05501U106SPONSR ADR PFD24,781$40.6K<0.1%–