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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
1,111
+265 vs. Q3 2025
Portfolio value
$1.11B
+$84.0M (+8.2%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of CWM Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NSCNorfolk Southern CorpStock83$23.9K<0.1%+83NewHistory
ENBEnbridge IncStock611$29.2K<0.1%+611NewHistory
UPSUnited Parcel Service IncStock322$32.0K<0.1%−27,029−98.8%ReducedHistory
JDJD.com, Inc.SPON ADS CL A1,311$37.6K<0.1%+1,311NewHistory
VNOVornado Realty TrustSH BEN INT1,145$38.1K<0.1%+1,145NewHistory
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD1,115$39.9K<0.1%+1,115New–
NVDANVIDIA CorpStock235$43.8K<0.1%+235NewHistory
PLYMPlymouth Industrial REIT, Inc.COM2,047$44.8K<0.1%+2,047NewHistory
NTSTNETSTREIT Corp.COM2,559$45.1K<0.1%+2,559NewHistory
JXNJackson Financial Inc.COM CL A500$53.3K<0.1%+500NewHistory
ACHAccendra Health IncStock22,035$61.7K<0.1%+10,787+95.9%AddedHistory
CCOICogent Communications Holdings, Inc.COM NEW2,910$62.7K<0.1%+2,910NewHistory
LPLLG Display Co., Ltd.SPONS ADR REP15,499$65.2K<0.1%−3,882−20.0%ReducedHistory
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW13,230$72.4K<0.1%+1,906+16.8%AddedHistory
TIMBTim S.A.SPONSORED ADR3,805$74.0K<0.1%+3,805NewHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW111,801$75.1K<0.1%+1,801NewHistory
AAPLApple Inc.Stock280$76.1K<0.1%+280NewHistory
LHXL3HARRIS Technologies, Inc.Stock260$76.3K<0.1%+260NewHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR6,488$76.9K<0.1%+6,488NewHistory
IBNIcici Bank LtdADR2,606$77.6K<0.1%+2,606NewHistory
UGPUltrapar Holdings IncSP ADR REP COM20,725$78.1K<0.1%−408−1.9%ReducedHistory
FMXMexican Economic Development IncSPON ADR UNITS824$83.3K<0.1%+824NewHistory
KBKB Financial Group Inc.SPONSORED ADR980$84.3K<0.1%+980NewHistory
BBDBank BradescoSP ADR PFD NEW25,331$84.4K<0.1%+2,597+11.4%AddedHistory
ENICEnel Chile S.A.SPONSORED ADR21,132$85.0K<0.1%+1,900+9.9%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS2,327$85.0K<0.1%+2,327NewHistory
PKXPosco Holdings Inc.SPONSORED ADR1,606$85.5K<0.1%+1,606NewHistory
LMTLockheed Martin CorpStock177$85.6K<0.1%+177NewHistory
SIDNational Steel CoSPONSORED ADR53,683$85.9K<0.1%+4,446+9.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR287$87.1K<0.1%+287NewHistory
ECEcopetrol S.A.SPONSORED ADS8,766$87.8K<0.1%+8,766NewHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD1,654$88.7K<0.1%+1,654NewHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR3,732$89.0K<0.1%+3,732NewHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR4,296$90.4K<0.1%+4,296NewHistory
GILGildan Activewear Inc.Stock1,460$91.2K<0.1%+1,460NewHistory
EMBJEmbraer S.A.ADR1,420$91.4K<0.1%+1,420NewHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP968$91.7K<0.1%+968NewHistory
GGBGerdau S.A.SPON ADR REP PFD26,397$97.4K<0.1%+2,607+11.0%AddedHistory
DINOHF Sinclair CorpCOM2,118$97.6K<0.1%+2,118NewHistory
DOCUDocuSign, Inc.Stock1,429$97.7K<0.1%+1,429NewHistory
DFHDream Finders Homes, Inc.COM CL A5,723$97.9K<0.1%+5,723NewHistory
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS24,212$98.1K<0.1%+630+2.7%AddedHistory
Vale SA91912E109ADR7,530$98.1K<0.1%+7,530New–
KEPKorea Electric Power CorpSPONSORED ADR6,009$99.1K<0.1%+6,009NewHistory
BCHBank of ChileSPONSORED ADS2,622$99.6K<0.1%+2,622NewHistory
JACKJack in the Box IncCOM5,293$100.3K<0.1%+5,293NewHistory
CXCemex SAB de CVSPON ADR NEW8,922$102.5K<0.1%+8,922NewHistory
Controladora Vuela Comp de A02124E109SPON ADR RP 1011,641$103.4K<0.1%+11,641New–
CHEChemed CorpCOM243$103.9K<0.1%+243NewHistory
PPCPilgrims Pride CorpStock2,687$104.8K<0.1%−25,377−90.4%ReducedHistory
SSDSimpson Manufacturing Co., Inc.COM651$105.1K<0.1%+651NewHistory
CXMSprinklr, Inc.CL A13,885$108.0K<0.1%−99−0.7%ReducedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK541$109.8K<0.1%+541NewHistory
QSQuantumScape CorpCOM CL A10,544$109.9K<0.1%+10,544NewHistory
AMZNAmazon Com IncStock480$110.8K<0.1%+480NewHistory
ALSumisho Air Lease CorpCL A1,748$112.3K<0.1%+1,748NewHistory
LADLithia Motors IncCOM340$112.9K<0.1%+340NewHistory
AUBAtlantic Union Bankshares CorpCOM3,255$114.9K<0.1%+3,255NewHistory
HUNHuntsman CORPCOM11,515$115.2K<0.1%+11,515NewHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS7,311$117.7K<0.1%+7,311NewHistory
TDYTeledyne Technologies IncCOM238$121.5K<0.1%+238NewHistory
OKLOOklo Inc.COM CL A1,701$122.0K<0.1%+1,701NewHistory
ASHAshland Inc.COM2,137$125.4K<0.1%+2,137NewHistory
XYZBlock, Inc.CL A2,065$134.4K<0.1%+2,065NewHistory
WINGWingstop Inc.COM586$139.8K<0.1%+586NewHistory
CUBECubeSmartREIT3,902$140.7K<0.1%+3,902NewHistory
BRKRBruker CorpCOM3,101$146.1K<0.1%+3,101NewHistory
OZKBank OZKCOM3,207$147.6K<0.1%+3,207NewHistory
OSWOnespaworld Holdings LtdCOM7,266$150.7K<0.1%+7,266NewHistory
VSTVistra Corp.Stock964$155.4K<0.1%+964NewHistory
WFCWells Fargo & CompanyStock1,676$156.2K<0.1%+1,676NewHistory
MPCMarathon Petroleum CorpStock964$156.8K<0.1%+964NewHistory
ZIONZions Bancorporation, National AssociationCOM2,708$158.6K<0.1%+2,708NewHistory
FHNFirst Horizon CorpCOM6,735$161.0K<0.1%+6,735NewHistory
WBSWebster Financial CorpCOM2,574$162.0K<0.1%−14,529−85.0%ReducedHistory
GSATGlobalstar, Inc.COM NEW2,753$168.0K<0.1%+2,753NewHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN18,139$181.4K<0.1%+18,139NewHistory
SPNTSiriusPoint LtdCOM8,445$184.9K<0.1%+8,445NewHistory
TTDTrade Desk, Inc.Stock4,973$188.8K<0.1%+4,973NewHistory
HTOH2O AmericaCOM4,217$206.6K<0.1%−5,385−56.1%ReducedHistory
RMDResmed IncCOM902$217.3K<0.1%+66+7.9%AddedHistory
NICENICE Ltd.SPONSORED ADR1,976$223.4K<0.1%+491+33.1%AddedHistory
PLTRPalantir Technologies Inc.Stock1,334$237.1K<0.1%−270−16.8%ReducedHistory
ADMArcher-Daniels-Midland CoStock4,252$244.4K<0.1%+4,252NewHistory
AFLAflac IncStock2,228$245.7K<0.1%−201−8.3%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW7,588$249.0K<0.1%−201−2.6%ReducedHistory
DXCMDexcom IncCOM3,769$250.1K<0.1%+630+20.1%AddedHistory
CPAYCorpay, Inc.COM SHS841$253.1K<0.1%+841NewHistory
STMSTMicroelectronics N.V.NY REGISTRY9,773$253.5K<0.1%+1,512+18.3%AddedHistory
ICLICL Group Ltd.SHS44,686$256.4K<0.1%+8,318+22.9%AddedHistory
SUSuncor Energy IncStock5,824$258.4K<0.1%+178+3.2%AddedHistory
NFGNational Fuel Gas CoStock3,291$263.5K<0.1%−3,886−54.1%ReducedHistory
EQNREquinor ASASPONSORED ADR11,154$263.6K<0.1%+1,350+13.8%AddedHistory
INMDInMode Ltd.SHS18,255$268.2K<0.1%+1,917+11.7%AddedHistory
PNRPENTAIR plcSHS2,637$274.6K<0.1%+201+8.3%AddedHistory
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL9,741$282.9K<0.1%−6,789−41.1%Reduced–
BHPBHP Group LtdADR4,985$301.0K<0.1%+68+1.4%AddedHistory
EEni SpASPONSORED ADR7,961$302.0K<0.1%+493+6.6%AddedHistory
ASTSAST SpaceMobile, Inc.COM CL A4,183$303.8K<0.1%+4,183NewHistory
ESLTElbit Systems LtdStock541$312.6K<0.1%−8−1.5%ReducedHistory

Sold out since Q3 2025 (70)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of CWM Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
GEVGE Vernova Inc.Stock7,316$4.50M0.4%History
SHOPShopify Inc.Stock24,552$3.65M0.4%History
HWMHowmet Aerospace Inc.Stock15,500$3.04M0.3%History
LYGLloyds Banking Group plcSPONSORED ADR628,308$2.85M0.3%History
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS47,244$2.69M0.3%History
EPDEnterprise Products Partners L.P.Stock84,940$2.66M0.3%History
MSAMSA Safety IncCOM15,038$2.59M0.3%History
ETEnergy Transfer LPCOM UT LTD PTN149,668$2.57M0.2%History
CPCanadian Pacific Kansas City LtdCOM32,612$2.43M0.2%History
NXTNextpower Inc.Stock32,206$2.38M0.2%History
LRNStride, Inc.COM15,759$2.35M0.2%History
RELXRELX PLCSPONSORED ADR48,980$2.34M0.2%History
MELIMercadolibre IncCOM992$2.32M0.2%History
AXONAxon Enterprise, Inc.COM3,193$2.29M0.2%History
VIRTVirtu Financial, Inc.CL A54,899$1.95M0.2%History
AGXArgan IncStock5,785$1.56M0.2%History
HSIIHeidrick & Struggles International IncCOM29,991$1.49M0.1%History
CDECoeur Mining, Inc.COM NEW65,558$1.23M0.1%History
THCTenet Healthcare CorpCOM NEW5,600$1.14M0.1%History
HCIHCI Group, Inc.COM5,774$1.11M0.1%History
Magic Software Enterprises L559166103ORD53,777$1.10M0.1%–
TBCHTurtle Beach CorpCOM NEW68,944$1.10M0.1%History
NGSNatural Gas Services Group IncCOM39,094$1.09M0.1%History
TSNTyson Foods, Inc.Stock19,732$1.07M0.1%History
GICGlobal Industrial CoCOM29,170$1.07M0.1%History
PAHCPhibro Animal Health CorpCL A COM26,297$1.06M0.1%History
GLGlobe Life Inc.COM7,428$1.06M0.1%History
NEXNNexxen International Ltd.SHS NEW113,933$1.05M0.1%History
SFStifel Financial CorpCOM9,230$1.05M0.1%History
SPOKSpok Holdings, IncCOM60,695$1.05M0.1%History
XERSXeris Biopharma Holdings, Inc.COM128,494$1.05M0.1%History
IRTCiRhythm Holdings, Inc.COM6,055$1.04M0.1%History
RNGRRanger Energy Services, Inc.COM CL A74,069$1.04M0.1%History
ALVAutoliv IncCOM8,416$1.04M0.1%History
PAGPenske Automotive Group, Inc.COM5,969$1.04M0.1%History
DALDelta Air Lines, Inc.COM NEW17,920$1.02M0.1%History
LXFRLuxfer Holdings PLCSHS72,164$1.00M0.1%History
OPFIOppFi Inc.COM CL A88,378$1.00M0.1%History
UFCSUnited Fire Group IncCOM32,821$998.4K0.1%History
QUADQuad/Graphics, Inc.COM CL A158,846$994.4K0.1%History
BELFBBel Fuse IncCL B7,023$990.4K0.1%History
CRCCalifornia Resources CorpCOM STOCK18,507$984.2K0.1%History
ASAmer Sports, Inc.COM SHS28,137$977.8K0.1%History
GNRCGenerac Holdings Inc.Stock5,785$968.4K0.1%History
YOUClear Secure, Inc.COM CL A28,744$959.5K0.1%History
FLXSFlexsteel Industries IncCOM20,596$954.6K0.1%History
BBWBuild-A-Bear Workshop IncCOM14,371$937.1K0.1%History
OPRTOportun Financial CorpCOM150,441$928.2K0.1%History
RIGLRigel Pharmaceuticals IncCOM30,322$859.0K0.1%History
HBIHanesbrands Inc.COM87,829$578.8K0.1%History
DHDefinitive Healthcare Corp.CLASS A COM115,405$468.5K<0.1%History
PTGXProtagonist Therapeutics, IncCOM6,938$460.9K<0.1%History
RNSTRenasant CorpCOM12,397$457.3K<0.1%History
DCODucommun IncCOM4,757$457.3K<0.1%History
TDUPThredUp Inc.CL A48,338$456.8K<0.1%History
SNVSynovus Financial CorpCOM NEW9,285$455.7K<0.1%History
ALEAllete IncCOM NEW6,847$454.7K<0.1%History
CARSCars.com Inc.COM37,154$454.0K<0.1%History
PGREParamount Group, Inc.COM69,208$452.6K<0.1%History
ETNB89bio, Inc.COM30,759$452.2K<0.1%History
PROPROS Holdings, Inc.COM19,692$451.1K<0.1%History
MLNKMeridianLink, Inc.COMMON STOCK22,630$451.0K<0.1%History
PINCPremier, Inc.CL A16,223$451.0K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM18,269$450.5K<0.1%–
SRDXSurmodics IncCOM15,066$450.3K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A11,663$450.2K<0.1%History
AMRCAmeresco, Inc.CL A13,386$449.5K<0.1%History
SRPTSarepta Therapeutics, Inc.COM18,241$351.5K<0.1%History
MIDDMIDDLEBY CorpCOM2,159$287.0K<0.1%History
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1013,921$100.0K<0.1%History