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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
ABCBAmeris BancorpCOM6,002$388.3K<0.1%+11+0.2%AddedHistory
RNSTRenasant CorpCOM10,808$388.3K<0.1%+629+6.2%AddedHistory
SCLStepan CoCOM7,115$388.3K<0.1%+869+13.9%AddedHistory
SCHLScholastic CorpCOM18,510$388.3K<0.1%+275+1.5%AddedHistory
SEMSelect Medical Holdings CorpCOM25,585$388.4K<0.1%+5,008+24.3%AddedHistory
WTFCWintrust Financial CorpCOM3,133$388.4K<0.1%−19,121−85.9%ReducedHistory
KWRQuaker Chemical CorpCOM3,470$388.4K<0.1%+691+24.9%AddedHistory
SRCE1st Source CorpCOM6,258$388.4K<0.1%+534+9.3%AddedHistory
WSBCWesbanco IncCOM12,281$388.4K<0.1%+891+7.8%AddedHistory
LGIHLGI Homes, Inc.COM7,540$388.5K<0.1%+2,346+45.2%AddedHistory
SLRCSLR Investment Corp.COM24,070$388.5K<0.1%+3,700+18.2%AddedHistory
IOSPInnospec Inc.COM4,620$388.5K<0.1%+990+27.3%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW20,843$388.5K<0.1%+2,950+16.5%AddedHistory
THRMGentherm IncCOM13,734$388.5K<0.1%+941+7.4%AddedHistory
CBUCommunity Financial System, Inc.COM6,832$388.5K<0.1%+773+12.8%AddedHistory
VRNSVaronis Systems IncCOM7,656$388.5K<0.1%−898−10.5%ReducedHistory
JBSSSanfilippo John B & Son IncCOM6,144$388.5K<0.1%+1,329+27.6%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM13,482$388.6K<0.1%+1,491+12.4%AddedHistory
SBSISouthside Bancshares IncCOM13,204$388.6K<0.1%+1,284+10.8%AddedHistory
MHOM/I Homes, Inc.COM3,466$388.6K<0.1%+460+15.3%AddedHistory
COHUCohu IncCOM20,199$388.6K<0.1%−3,123−13.4%ReducedHistory
VLYValley National BancorpCOM43,522$388.7K<0.1%+4,949+12.8%AddedHistory
HXLHexcel CorpCOM6,880$388.7K<0.1%+628+10.0%AddedHistory
MYRGMyr Group Inc.COM2,142$388.7K<0.1%−901−29.6%ReducedHistory
VITLVital Farms, Inc.COM10,090$388.7K<0.1%−27,370−73.1%ReducedHistory
NMFCNew Mountain Finance CorpCOM36,844$388.7K<0.1%+5,548+17.7%AddedHistory
DANDANA IncCOM22,665$388.7K<0.1%−56,505−71.4%ReducedHistory
ADNTAdient plcStock19,978$388.8K<0.1%−6,585−24.8%ReducedHistory
FULTFulton Financial CorpCOM21,551$388.8K<0.1%+2,510+13.2%AddedHistory
OMCLOmnicell, Inc.COM13,224$388.8K<0.1%+3,346+33.9%AddedHistory
FSBCFive Star BancorpCOM13,623$388.8K<0.1%+1,235+10.0%AddedHistory
ATEXAnterix Inc.COM15,158$388.8K<0.1%+5,744+61.0%AddedHistory
SPSCSPS Commerce IncCOM2,857$388.8K<0.1%+259+10.0%AddedHistory
HNIHni CorpStock7,906$388.8K<0.1%−90−1.1%ReducedHistory
POWIPower Integrations IncCOM6,956$388.8K<0.1%+139+2.0%AddedHistory
LKFNLakeland Financial CorpCOM6,328$388.9K<0.1%+550+9.5%AddedHistory
DARDarling Ingredients Inc.COM10,250$388.9K<0.1%−814−7.4%ReducedHistory
PUMPProPetro Holding Corp.COM65,138$388.9K<0.1%+18,804+40.6%AddedHistory
GHCGraham Holdings CoCOM CL B411$388.9K<0.1%+46+12.6%AddedHistory
UMBFUmb Financial CorpCOM3,698$388.9K<0.1%+297+8.7%AddedHistory
LMNRLimoneira COCOM24,852$388.9K<0.1%+5,441+28.0%AddedHistory
ATIAti IncStock4,505$389.0K<0.1%−2,136−32.2%ReducedHistory
IBOCInternational Bancshares CorpCOM5,844$389.0K<0.1%+382+7.0%AddedHistory
TREXTrex Co IncCOM7,153$389.0K<0.1%+1,201+20.2%AddedHistory
TCBITexas Capital Bancshares IncCOM4,899$389.0K<0.1%+294+6.4%AddedHistory
MBWMMercantile Bank CorpCOM8,382$389.0K<0.1%+495+6.3%AddedHistory
DFINDonnelley Financial Solutions, Inc.COM6,310$389.0K<0.1%−1,557−19.8%ReducedHistory
CMPCompass Minerals International IncStock19,364$389.0K<0.1%−17,842−48.0%ReducedHistory
LZBLa-Z-Boy IncCOM10,466$389.0K<0.1%+1,680+19.1%AddedHistory
Townebank Portsmouth Va89214P109COM11,382$389.0K<0.1%+1,326+13.2%Added–
ENSEnerSysCOM4,536$389.1K<0.1%−7,214−61.4%ReducedHistory
RRyder System IncCOM2,447$389.1K<0.1%+49+2.0%AddedHistory
WKCWorld Kinect CorpCOM13,724$389.1K<0.1%+1,645+13.6%AddedHistory
GFFGriffon CorpCOM5,377$389.1K<0.1%−10,251−65.6%ReducedHistory
CALXCalix, IncCOM7,316$389.1K<0.1%−20,908−74.1%ReducedHistory
NXQuanex Building Products CORPCOM20,590$389.2K<0.1%+1,951+10.5%AddedHistory
TKRTimken CoCOM5,364$389.2K<0.1%+578+12.1%AddedHistory
GRBKGreen Brick Partners, Inc.COM6,189$389.2K<0.1%+273+4.6%AddedHistory
TRUPTrupanion, Inc.COM7,031$389.2K<0.1%−2,261−24.3%ReducedHistory
MODModine Manufacturing CoCOM3,951$389.2K<0.1%−516−11.6%ReducedHistory
CMCCommercial Metals CoStock7,957$389.2K<0.1%+450+6.0%AddedHistory
KBRKBR, Inc.COM8,118$389.2K<0.1%+1,226+17.8%AddedHistory
MLNKMeridianLink, Inc.COMMON STOCK23,981$389.2K<0.1%+5,362+28.8%AddedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW31,721$389.2K<0.1%+16,076+102.8%AddedHistory
AMPLAmplitude, Inc.Stock31,390$389.2K<0.1%−2,001−6.0%ReducedHistory
NBTBNBT Bancorp IncCOM9,368$389.2K<0.1%+1,345+16.8%AddedHistory
TFSLTFS Financial CORPCOM30,060$389.3K<0.1%+2,297+8.3%AddedHistory
CRVLCorvel CorpCOM3,788$389.3K<0.1%+723+23.6%AddedHistory
AGMFederal Agricultural Mortgage CorpCL C2,004$389.3K<0.1%+168+9.2%AddedHistory
NGVTIngevity CorpCOM9,038$389.4K<0.1%+358+4.1%AddedHistory
NMIHNMI Holdings, Inc.COM9,231$389.5K<0.1%−292−3.1%ReducedHistory
WERNWerner Enterprises IncCOM14,235$389.5K<0.1%+2,529+21.6%AddedHistory
CCChemours CoStock34,017$389.5K<0.1%+8,861+35.2%AddedHistory
HMNHorace Mann Educators CorpCOM9,065$389.5K<0.1%+1,012+12.6%AddedHistory
BANFBancfirst CorpCOM3,151$389.5K<0.1%+22+0.7%AddedHistory
HBNCHorizon Bancorp IncCOM25,328$389.5K<0.1%+2,635+11.6%AddedHistory
MTHMeritage Homes CORPCOM5,817$389.6K<0.1%+957+19.7%AddedHistory
TILEInterface IncCOM18,614$389.6K<0.1%+1,242+7.1%AddedHistory
TTITetra Technologies IncCOM115,951$389.6K<0.1%+13,645+13.3%AddedHistory
EIGEmployers Holdings, Inc.COM8,258$389.6K<0.1%+1,421+20.8%AddedHistory
ETDEthan Allen Interiors IncCOM13,990$389.6K<0.1%+1,638+13.3%AddedHistory
SCSCScansource, Inc.COM9,319$389.6K<0.1%−797−7.9%ReducedHistory
NEUNewmarket CorpCOM564$389.6K<0.1%−51−8.3%ReducedHistory
MBINMerchants BancorpCOM11,784$389.7K<0.1%+11,784NewHistory
FHNFirst Horizon CorpCOM18,383$389.7K<0.1%+624+3.5%AddedHistory
KNKnowles CorpCOM22,119$389.7K<0.1%−441−2.0%ReducedHistory
VECOVeeco Instruments IncCOM19,183$389.8K<0.1%+1,927+11.2%AddedHistory
AMSFAmerisafe IncCOM8,914$389.8K<0.1%+2,347+35.7%AddedHistory
LSTRLandstar System IncCOM2,804$389.8K<0.1%+510+22.2%AddedHistory
ALGTAllegiant Travel COCOM7,094$389.8K<0.1%+400+6.0%AddedHistory
PLXSPlexus CorpCOM2,881$389.8K<0.1%+199+7.4%AddedHistory
HLIOHelios Technologies, Inc.COM11,682$389.8K<0.1%+994+9.3%AddedHistory
NUSNu Skin Enterprises, Inc.CL A48,794$389.9K<0.1%+2,250+4.8%AddedHistory
ESEEsco Technologies IncCOM2,032$389.9K<0.1%−155−7.1%ReducedHistory
VCYTVeracyte, Inc.COM14,424$389.9K<0.1%+2,833+24.4%AddedHistory
RLJRLJ Lodging TrustCOM53,559$389.9K<0.1%+10,147+23.4%AddedHistory
CMCOColumbus McKinnon CorpCOM25,535$389.9K<0.1%+5,104+25.0%AddedHistory
COURCoursera, Inc.COM44,515$390.0K<0.1%−6,867−13.4%ReducedHistory
HLFHerbalife Ltd.COM SHS45,238$390.0K<0.1%+5,939+15.1%AddedHistory
PBProsperity Bancshares IncCOM5,552$390.0K<0.1%+707+14.6%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%–