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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 15, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
846
+22 vs. Q2 2025
Portfolio value
$1.03B
+$109.4M (+11.9%) vs. Q2 2025
Filed
Oct 15, 2025
SEC
Holdings of CWM Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ACHAccendra Health IncStock11,248$54.0K<0.1%−41,583−78.7%ReducedHistory
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW11,324$68.2K<0.1%+11,324NewHistory
GGBGerdau S.A.SPON ADR REP PFD23,790$73.7K<0.1%+3,158+15.3%AddedHistory
SIDNational Steel CoSPONSORED ADR49,237$73.9K<0.1%+13,668+38.4%AddedHistory
ENICEnel Chile S.A.SPONSORED ADR19,232$74.8K<0.1%+1,907+11.0%AddedHistory
BBDBank BradescoSP ADR PFD NEW22,734$76.8K<0.1%−1,922−7.8%ReducedHistory
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS23,582$77.8K<0.1%+2,362+11.1%AddedHistory
UGPUltrapar Holdings IncSP ADR REP COM21,133$86.6K<0.1%+2,632+14.2%AddedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1013,921$100.0K<0.1%+2,389+20.7%AddedHistory
LPLLG Display Co., Ltd.SPONS ADR REP19,381$101.2K<0.1%+691+3.7%AddedHistory
CXMSprinklr, Inc.CL A13,984$108.0K<0.1%−5,039−26.5%ReducedHistory
DXCMDexcom IncCOM3,139$211.2K<0.1%+180+6.1%AddedHistory
NICENICE Ltd.SPONSORED ADR1,485$215.0K<0.1%+204+15.9%AddedHistory
NWSANews CorpCL A7,311$224.5K<0.1%+7,311NewHistory
ICLICL Group Ltd.SHS36,368$227.4K<0.1%+1,736+5.0%AddedHistory
RMDResmed IncCOM836$228.9K<0.1%−18,061−95.6%ReducedHistory
STMSTMicroelectronics N.V.NY REGISTRY8,261$233.5K<0.1%−1,047−11.2%ReducedHistory
SUSuncor Energy IncStock5,646$236.1K<0.1%+5,646NewHistory
EQNREquinor ASASPONSORED ADR9,804$239.0K<0.1%+1,725+21.4%AddedHistory
SSIISS Innovations International, Inc.COM NEW36,887$239.8K<0.1%+36,887NewHistory
INMDInMode Ltd.SHS16,338$243.4K<0.1%+3,523+27.5%AddedHistory
EEni SpASPONSORED ADR7,468$261.0K<0.1%+626+9.1%AddedHistory
AERAerCap Holdings N.V.SHS2,159$261.3K<0.1%+135+6.7%AddedHistory
PNRPENTAIR plcSHS2,436$269.8K<0.1%+43+1.8%AddedHistory
AFLAflac IncStock2,429$271.3K<0.1%+2,429NewHistory
BHPBHP Group LtdADR4,917$274.1K<0.1%+680+16.0%AddedHistory
RIORio Tinto PLCADR4,157$274.4K<0.1%+701+20.3%AddedHistory
ESLTElbit Systems LtdStock549$279.8K<0.1%+55+11.1%AddedHistory
SNNSmith & Nephew PLCSPDN ADR NEW7,789$282.7K<0.1%+516+7.1%AddedHistory
MIDDMIDDLEBY CorpCOM2,159$287.0K<0.1%+210+10.8%AddedHistory
PLTRPalantir Technologies Inc.Stock1,604$292.7K<0.1%−387−19.4%ReducedHistory
PCORProcore Technologies, Inc.COM4,108$299.6K<0.1%+4,108NewHistory
APPFAppfolio IncCOM CL A1,088$299.9K<0.1%−148−12.0%ReducedHistory
DECKDeckers Outdoor CorpCOM2,979$302.0K<0.1%+263+9.7%AddedHistory
JKHYJack Henry & Associates IncStock2,034$302.9K<0.1%+451+28.5%AddedHistory
BXPBXP, Inc.COM4,079$303.2K<0.1%−46−1.1%ReducedHistory
HALHalliburton CoStock12,332$303.4K<0.1%−1,455−10.6%ReducedHistory
REXRRexford Industrial Realty, Inc.COM7,401$304.3K<0.1%+7,401NewHistory
CSXCSX CorpStock8,581$304.7K<0.1%−24−0.3%ReducedHistory
ALGNAlign Technology IncCOM2,436$305.1K<0.1%+921+60.8%AddedHistory
PHMPultegroup IncCOM2,309$305.1K<0.1%−368−13.7%ReducedHistory
NVRNVR IncCOM38$305.3K<0.1%00.0%UnchangedHistory
AKAMAkamai Technologies IncCOM4,033$305.5K<0.1%+474+13.3%AddedHistory
PODDInsulet CorpStock990$305.6K<0.1%−2,800−73.9%ReducedHistory
EXEExpand Energy CorpCOM2,878$305.8K<0.1%+519+22.0%AddedHistory
RRXRegal Rexnord CorpCOM2,133$306.0K<0.1%+203+10.5%AddedHistory
SSBSouthState Bank CorpCOM3,095$306.0K<0.1%+18+0.6%AddedHistory
CBOECboe Global Markets, Inc.COM1,249$306.3K<0.1%+22+1.8%AddedHistory
POOLPool CorpCOM989$306.7K<0.1%+29+3.0%AddedHistory
EXPDExpeditors International of Washington IncCOM2,506$307.2K<0.1%+54+2.2%AddedHistory
WLKWestlake CorpCOM3,992$307.6K<0.1%+295+8.0%AddedHistory
NBIXNeurocrine Biosciences IncStock2,192$307.7K<0.1%−46−2.1%ReducedHistory
TTCToro CoCOM4,039$307.8K<0.1%+36+0.9%AddedHistory
SNOWSnowflake Inc.Stock1,365$307.9K<0.1%+88+6.9%AddedHistory
GTLSChart Industries IncCOM1,539$308.0K<0.1%−846−35.5%ReducedHistory
ROIVRoivant Sciences Ltd.SHS20,361$308.1K<0.1%−4,535−18.2%ReducedHistory
WECWec Energy Group, Inc.Stock2,692$308.5K<0.1%−29−1.1%ReducedHistory
EFXEquifax IncCOM1,203$308.6K<0.1%+89+8.0%AddedHistory
ROLRollins IncCOM5,254$308.6K<0.1%+234+4.7%AddedHistory
DGDollar General CorpCOM2,987$308.7K<0.1%+532+21.7%AddedHistory
FASTFastenal CoStock6,298$308.8K<0.1%−440−6.5%ReducedHistory
APAAPA CorpStock12,721$308.9K<0.1%−2,705−17.5%ReducedHistory
BWABorgwarner IncCOM7,028$309.0K<0.1%−1,432−16.9%ReducedHistory
HOLXHologic IncCOM4,579$309.0K<0.1%+255+5.9%AddedHistory
SNASnap-on IncCOM892$309.1K<0.1%−16−1.8%ReducedHistory
ESSEssex Property Trust, Inc.COM1,155$309.1K<0.1%+169+17.1%AddedHistory
GGGGraco IncCOM3,639$309.2K<0.1%+380+11.7%AddedHistory
AMEAmetek IncCOM1,645$309.3K<0.1%+84+5.4%AddedHistory
WMWaste Management IncStock1,401$309.4K<0.1%+169+13.7%AddedHistory
MHKMohawk Industries IncCOM2,400$309.4K<0.1%−298−11.0%ReducedHistory
CPTCamden Property TrustREIT2,898$309.4K<0.1%+419+16.9%AddedHistory
MKLMarkel Group Inc.COM162$309.6K<0.1%+20+14.1%AddedHistory
COKECoca-Cola Consolidated, Inc.COM2,643$309.7K<0.1%+131+5.2%AddedHistory
DOXAmdocs LtdSHS3,774$309.7K<0.1%+675+21.8%AddedHistory
RPMRPM International IncCOM2,627$309.7K<0.1%+76+3.0%AddedHistory
SSNCSS&C Technologies Holdings IncCOM3,489$309.7K<0.1%+38+1.1%AddedHistory
DOCHealthpeak Properties, Inc.COM16,173$309.7K<0.1%−2,961−15.5%ReducedHistory
WRBBerkley W R CorpCOM4,044$309.9K<0.1%−11,501−74.0%ReducedHistory
DCIDonaldson Co IncStock3,786$309.9K<0.1%+3,786NewHistory
PKGPackaging Corp of AmericaStock1,422$309.9K<0.1%−65−4.4%ReducedHistory
MAAMid America Apartment Communities Inc.COM2,218$309.9K<0.1%+315+16.6%AddedHistory
BROBrown & Brown, Inc.Stock3,305$310.0K<0.1%+744+29.1%AddedHistory
CPRTCopart IncCOM6,893$310.0K<0.1%+1,079+18.6%AddedHistory
RRyder System IncCOM1,644$310.1K<0.1%−803−32.8%ReducedHistory
ATRAptargroup, Inc.Stock2,324$310.6K<0.1%+506+27.8%AddedHistory
CINFCincinnati Financial CorpCOM1,966$310.8K<0.1%+33+1.7%AddedHistory
COINCoinbase Global, Inc.COM CL A921$310.8K<0.1%+116+14.4%AddedHistory
AWIArmstrong World Industries IncCOM1,587$311.1K<0.1%−815−33.9%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW3,077$311.7K<0.1%+3,077NewHistory
WABWestinghouse Air Brake Technologies CorpStock1,556$311.9K<0.1%+195+14.3%AddedHistory
MLMMartin Marietta Materials IncCOM495$312.0K<0.1%−19−3.7%ReducedHistory
RSReliance, Inc.COM1,111$312.0K<0.1%+221+24.8%AddedHistory
ERIEErie Indemnity CoCL A981$312.1K<0.1%+149+17.9%AddedHistory
SAIASaia IncCOM1,043$312.2K<0.1%+17+1.7%AddedHistory
VMCVulcan Materials COCOM1,015$312.2K<0.1%−60−5.6%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock2,244$312.3K<0.1%+215+10.6%AddedHistory
BAXBaxter International IncStock13,738$312.8K<0.1%+4,461+48.1%AddedHistory
BGBunge Global SACOM SHS3,855$313.2K<0.1%−3,500−47.6%ReducedHistory
CTRACoterra Energy Inc.Stock13,246$313.3K<0.1%+2,008+17.9%AddedHistory
AITApplied Industrial Technologies IncCOM1,200$313.3K<0.1%−1,691−58.5%ReducedHistory

Sold out since Q2 2025 (101)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 101 by value last quarter.

Positions of CWM Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM8,865$3.11M0.3%History
FCNFti Consulting, IncCOM12,150$1.96M0.2%History
CHEChemed CorpCOM3,369$1.64M0.2%History
SLVMSylvamo CorpCOMMON STOCK29,523$1.48M0.2%History
UGIUgi CorpStock32,406$1.18M0.1%History
CFLTConfluent, Inc.CLASS A COM42,338$1.06M0.1%History
POWLPowell Industries IncStock4,773$1.00M0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,338$982.6K0.1%History
BSVNBank7 Corp.COM22,200$928.6K0.1%History
FLEXFlex Ltd.Stock18,537$925.4K0.1%History
NTGRNetgear, Inc.COM31,413$913.2K0.1%History
GHMGraham CorpCOM18,426$912.3K0.1%History
NRIMNorthrim Bancorp IncCOM9,768$911.0K0.1%History
HEIHeico CorpCOM2,775$910.2K0.1%History
BPOPPopular, Inc.COM NEW8,214$905.3K0.1%History
UHSUniversal Health Services IncCL B4,995$904.8K0.1%History
UVEUniversal Insurance Holdings, Inc.COM32,523$901.9K0.1%History
CACICACI International IncCL A1,887$899.5K0.1%History
NECBNorthEast Community Bancorp, Inc.COM38,517$895.3K0.1%History
FIXComfort Systems USA IncCOM1,665$892.8K0.1%History
LNGCheniere Energy, Inc.COM NEW3,663$892.0K0.1%History
DTMDT Midstream, Inc.COMMON STOCK8,112$891.6K0.1%History
PATHUiPath, Inc.Stock69,597$890.8K0.1%History
GLDDGreat Lakes Dredge & Dock CORPCOM72,594$884.9K0.1%History
HLIHoulihan Lokey, Inc.CL A4,884$878.9K0.1%History
CSVCarriage Services IncCOM19,203$878.3K0.1%History
PRDOPerdoceo Education CorpCOM26,862$878.1K0.1%History
FTDRFrontdoor, Inc.COM14,874$876.7K0.1%History
PAXPatria Investments LtdCOM CL A61,494$864.6K0.1%History
FUTUFutu Holdings LtdSPON ADS CL A6,993$864.3K0.1%History
EATBrinker International, IncStock4,788$863.4K0.1%History
ROADConstruction Partners, Inc.COM CL A8,103$861.2K0.1%History
CWENClearway Energy, Inc.CL C26,751$856.0K0.1%History
ENPHEnphase Energy, Inc.Stock21,288$844.1K0.1%History
INTRInter & Co, Inc.CLASS A COM113,442$842.9K0.1%History
BJRIBJs RESTAURANTS INCCOM18,870$841.6K0.1%History
EQTEQT CorpStock14,427$841.4K0.1%History
BBarrick Mining CorpStock40,293$838.9K0.1%History
HIMXHimax Technologies, Inc.SPONSORED ADR92,574$826.7K0.1%History
CPRXCatalyst Pharmaceuticals, Inc.COM37,564$815.1K0.1%History
DHTDHT Holdings, Inc.SHS NEW71,262$770.3K0.1%History
RELYRemitly Global, Inc.COM40,959$768.8K0.1%History
ZIMZIM Integrated Shipping Services Ltd.SHS47,730$768.0K0.1%History
LADLithia Motors IncCOM1,434$484.5K0.1%History
SSDSimpson Manufacturing Co., Inc.COM3,051$473.8K0.1%History
JACKJack in the Box IncCOM26,165$456.8K<0.1%History
ECHOEchoStar CORPCL A14,504$401.8K<0.1%History
WTSWatts Water Technologies IncCL A1,627$400.2K<0.1%History
CDXSCodexis, Inc.COM162,912$397.5K<0.1%History
GNEGenie Energy Ltd.CL B14,765$396.9K<0.1%History
HAINHain Celestial Group IncCOM261,012$396.7K<0.1%History
IRWDIronwood Pharmaceuticals IncCOM CL A552,420$396.2K<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock3,000$395.3K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A560,917$394.5K<0.1%History
DEIDouglas Emmett IncCOM26,195$394.0K<0.1%History
ACREAres Commercial Real Estate CorpCOM82,402$393.1K<0.1%History
PSECProspect Capital CorpCOM123,278$392.0K<0.1%History
CHCTCommunity Healthcare Trust IncCOM23,561$391.8K<0.1%History
DDD3D Systems CorpCOM NEW254,340$391.7K<0.1%History
SAGESage Therapeutics, Inc.COM42,947$391.7K<0.1%History
RUSHARush Enterprises IncCL A7,598$391.4K<0.1%History
CLWClearwater Paper CorpCOM14,366$391.3K<0.1%History
SNBRQSleep Number CorpCOM57,898$391.1K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW2,691$391.0K<0.1%History
VACMarriott Vacations Worldwide CorpCOM5,404$390.8K<0.1%History
UNITUniti Group Inc.COM90,423$390.6K<0.1%History
AMEDAmedisys IncCOM3,970$390.6K<0.1%History
MCBSMetroCity Bankshares, Inc.COM13,657$390.3K<0.1%History
ESNTEssent Group Ltd.COM6,427$390.3K<0.1%History
SPTNSpartanNash CoCOM14,732$390.3K<0.1%History
NVEENV5 Global, Inc.COM16,898$390.2K<0.1%History
HCATHealth Catalyst, Inc.COM103,494$390.2K<0.1%History
GMSGMS Inc.COM3,586$390.0K<0.1%History
FHNFirst Horizon CorpCOM18,383$389.7K<0.1%History
NEUNewmarket CorpCOM564$389.6K<0.1%History
AGMFederal Agricultural Mortgage CorpCL C2,004$389.3K<0.1%History
ATIAti IncStock4,505$389.0K<0.1%History
LMNRLimoneira COCOM24,852$388.9K<0.1%History
UMBFUmb Financial CorpCOM3,698$388.9K<0.1%History
ATEXAnterix Inc.COM15,158$388.8K<0.1%History
WTFCWintrust Financial CorpCOM3,133$388.4K<0.1%History
ZIONZions Bancorporation, National AssociationCOM7,473$388.1K<0.1%History
RYAMRayonier Advanced Materials Inc.COM100,690$387.7K<0.1%History
ACCOAcco Brands CorpCOM108,231$387.5K<0.1%History
HVTHaverty Furniture Companies IncCOM18,987$386.4K<0.1%History
DMRCDigimarc CorpCOM29,248$386.4K<0.1%History
PUBMPubMatic, Inc.COM CL A31,015$385.8K<0.1%History
NRCNRC HealthCOM NEW22,965$385.8K<0.1%History
FMAOFarmers & Merchants Bancorp IncCOM15,229$385.0K<0.1%History
OPALOPAL Fuels Inc.CLASS A COM156,070$377.7K<0.1%History
LENLennar CorpCL A2,562$283.4K<0.1%History
OXYOccidental Petroleum CorpStock6,720$282.3K<0.1%History
OVVOvintiv Inc.COM7,362$280.1K<0.1%History
MKCMcCormick & Co IncStock3,686$279.5K<0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK12,352$265.7K<0.1%History
SMPLSimply Good Foods CoCOM7,862$248.4K<0.1%History
NOMDNomad Foods LtdUSD ORD SHS13,970$237.4K<0.1%History
GBTCGrayscale Bitcoin Trust ETFETF2,507$212.7K<0.1%History
FWONKLiberty Media CorpCOM LBTY ONE S C1,990$208.0K<0.1%History
CXCemex SAB de CVSPON ADR NEW10,078$69.8K<0.1%History