Skip to main content
Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,266
+158 vs. Q1 2026
Portfolio value
$2.43B
+$720.3M (+42.0%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of CWM Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
FLRFluor CorpStock8,207$430.0K<0.1%+1,068+15.0%AddedHistory
FSSFederal Signal CorpCOM3,356$431.2K<0.1%+426+14.5%AddedHistory
TTEKTetra Tech IncCOM14,966$432.4K<0.1%+1,995+15.4%AddedHistory
CHWYChewy, Inc.CL A22,234$436.9K<0.1%+22,234NewHistory
ZWSZurn Elkay Water Solutions CorpCOM8,712$440.2K<0.1%+1,153+15.3%AddedHistory
AXTAAxalta Coating Systems Ltd.COM12,867$440.3K<0.1%+12,867NewHistory
STAGSTAG Industrial, Inc.COM11,687$444.8K<0.1%+11,687NewHistory
UHSUniversal Health Services IncCL B3,006$447.0K<0.1%+3,006NewHistory
ADCAgree Realty CorpCOM5,932$449.3K<0.1%+5,932NewHistory
FCFSFirstCash Holdings, Inc.COM2,141$463.1K<0.1%+2,141NewHistory
NNNNNN REIT, Inc.REIT10,037$467.0K<0.1%+10,037NewHistory
BOKFBok Financial CorpCOM NEW3,383$469.8K<0.1%+3,383NewHistory
PRIPrimerica, Inc.Stock1,662$472.3K<0.1%+1,662NewHistory
HLIHoulihan Lokey, Inc.CL A3,528$473.2K<0.1%+3,528NewHistory
PPCPilgrims Pride CorpStock16,942$476.2K<0.1%+2,381+16.4%AddedHistory
AHRAmerican Healthcare REIT, Inc.COM SHS9,137$476.5K<0.1%+9,137NewHistory
CHYMChime Financial, Inc.COM SHS CL A23,368$478.6K<0.1%+23,368NewHistory
EATBrinker International, IncStock2,899$487.0K<0.1%+391+15.6%AddedHistory
CELHCelsius Holdings, Inc.COM NEW16,660$487.8K<0.1%−36,187−68.5%ReducedHistory
MIDDMIDDLEBY CorpCOM2,845$489.4K<0.1%+2,845NewHistory
RYANRyan Specialty Holdings, Inc.CL A13,244$500.1K<0.1%+13,244NewHistory
CACICACI International IncCL A1,102$510.5K<0.1%−2,353−68.1%ReducedHistory
SAROStandardAero, Inc.COM17,130$512.4K<0.1%+17,130NewHistory
CAVACava Group, Inc.COM6,574$515.9K<0.1%+6,574NewHistory
TEMTempus AI, Inc.CL A9,079$525.9K<0.1%+9,079NewHistory
PRMBPrimo Brands CorpCLASS A COM SHS21,644$529.0K<0.1%+21,644NewHistory
AMAntero Midstream CorpStock23,281$529.6K<0.1%+23,281NewHistory
SCIService Corp InternationalCOM6,975$529.8K<0.1%+6,975NewHistory
COLBColumbia Banking System, Inc.COM16,602$532.1K<0.1%+2,232+15.5%AddedHistory
RMBSRambus IncCOM4,017$533.2K<0.1%+4,017NewHistory
SMMTSummit Therapeutics Inc.COM36,609$533.4K<0.1%+36,609NewHistory
CFRCullen/Frost Bankers, Inc.COM3,462$534.9K<0.1%+3,462NewHistory
ZIONZions Bancorporation, National AssociationCOM7,810$540.4K<0.1%+7,810NewHistory
ARAntero Resources CorpCOM15,414$541.6K<0.1%+15,414NewHistory
ONBOld National BancorpStock21,147$547.7K<0.1%+2,842+15.5%AddedHistory
SFStifel Financial CorpCOM8,001$558.2K<0.1%+8,001NewHistory
EGPEastgroup Properties IncCOM2,765$560.1K<0.1%+374+15.6%AddedHistory
IONQIonQ, Inc.COM10,879$579.4K<0.1%+10,879NewHistory
GMEDGlobus Medical IncStock7,366$582.0K<0.1%−17,811−70.7%ReducedHistory
DOCUDocuSign, Inc.Stock13,211$586.8K<0.1%+1,614+13.9%AddedHistory
WTFCWintrust Financial CorpCOM3,664$588.9K<0.1%+3,664NewHistory
UMBFUmb Financial CorpCOM4,149$592.3K<0.1%+4,149NewHistory
AYIAcuity Inc. (DE)Stock1,584$596.8K<0.1%+221+16.2%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,140$612.1K<0.1%+1,140NewHistory
WWayfair Inc.CL A6,629$612.7K<0.1%+6,629NewHistory
UHALU-Haul Holding CoCOM9,409$615.7K<0.1%+9,409NewHistory
CNMCore & Main, Inc.CL A12,769$616.1K<0.1%+12,769NewHistory
GWREGuidewire Software, Inc.COM5,020$617.7K<0.1%+5,020NewHistory
CUBECubeSmartREIT15,613$620.9K<0.1%+1,891+13.8%AddedHistory
UWMCUWM Holdings CorpCOM CL A274,739$629.2K<0.1%−56,457−17.0%ReducedHistory
AGNCAGNC Investment Corp.REIT57,938$631.5K<0.1%+57,938NewHistory
EPAMEPAM Systems, Inc.COM8,012$635.8K<0.1%−14,040−63.7%ReducedHistory
MPMP Materials Corp.COM CL A11,383$637.6K<0.1%+1,649+16.9%AddedHistory
RGLDRoyal Gold IncStock3,222$643.1K<0.1%+3,222NewHistory
RRCRange Resources CorpCOM17,301$643.4K<0.1%+7,428+75.2%AddedHistory
IONSIonis Pharmaceuticals IncCOM8,127$644.4K<0.1%+8,127NewHistory
GGenpact LTDSHS23,596$648.9K<0.1%−9,871−29.5%ReducedHistory
SPXCSPX Technologies, Inc.COM2,681$657.4K<0.1%−7,531−73.7%ReducedHistory
AGLagilon health, inc.COM NEW6,136$657.7K<0.1%−57,946−90.4%ReducedHistory
NFGNational Fuel Gas CoStock8,522$658.0K<0.1%+1,267+17.5%AddedHistory
CCKCrown Holdings, Inc.COM5,897$659.4K<0.1%+5,897NewHistory
STMSTMicroelectronics N.V.NY REGISTRY8,814$660.1K<0.1%−1,447−14.1%ReducedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT71,016$660.4K<0.1%−4,709−6.2%ReducedHistory
VKTXViking Therapeutics, Inc.COM16,949$661.2K<0.1%+1,223+7.8%AddedHistory
AVOMission Produce, Inc.COM56,197$662.6K<0.1%−111,023−66.4%ReducedHistory
HPPHudson Pacific Properties, Inc.COM43,729$664.2K<0.1%−41,078−48.4%ReducedHistory
RWTRedwood Trust IncCOM140,347$665.2K<0.1%+47,642+51.4%AddedHistory
VIAVia Transportation, Inc.COM CL A36,677$665.3K<0.1%+1,779+5.1%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW44,097$665.4K<0.1%+17,087+63.3%AddedHistory
RVTYRevvity, Inc.COM5,981$665.4K<0.1%+5,981NewHistory
PLSEPulse Biosciences, Inc.COM24,019$666.0K<0.1%−255−1.1%ReducedHistory
ALXAlexanders IncCOM2,420$666.9K<0.1%+282+13.2%AddedHistory
PNWPinnacle West Capital CorpCOM6,233$666.9K<0.1%+941+17.8%AddedHistory
SCHLScholastic CorpCOM14,515$667.7K<0.1%+1,274+9.6%AddedHistory
NGVCNatural Grocers by Vitamin Cottage, Inc.COM21,525$667.7K<0.1%+1,546+7.7%AddedHistory
WGOWinnebago Industries IncCOM21,384$668.0K<0.1%+5,229+32.4%AddedHistory
SESSES AI CorpCL A COM696,061$668.4K<0.1%+149,284+27.3%AddedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW37,239$668.8K<0.1%−17,826−32.4%ReducedHistory
PDMPiedmont Realty Trust, Inc.COM CL A73,116$669.0K<0.1%−4,325−5.6%ReducedHistory
FCELFuelcell Energy IncCOM NEW18,604$669.9K<0.1%+18,604NewHistory
JBGSJBG Smith PropertiesCOM45,667$669.9K<0.1%+10,887+31.3%AddedHistory
KNKnowles CorpCOM16,155$670.1K<0.1%−4,172−20.5%ReducedHistory
XNCRXencor IncCOM41,642$670.4K<0.1%−887−2.1%ReducedHistory
BHEBenchmark Electronics IncCOM6,796$670.6K<0.1%−2,421−26.3%ReducedHistory
NBRNabors Industries LtdSHS7,989$671.2K<0.1%+2,060+34.7%AddedHistory
WKCWorld Kinect CorpCOM20,377$671.2K<0.1%−2,029−9.1%ReducedHistory
FULFuller H B CoStock11,520$671.5K<0.1%+3,158+37.8%AddedHistory
RVLVRevolve Group, Inc.CL A29,348$671.8K<0.1%+6,573+28.9%AddedHistory
CEVACeva IncCOM14,246$671.8K<0.1%−14,054−49.7%ReducedHistory
AIOTPowerfleet, Inc.COM175,479$672.1K<0.1%+6,005+3.5%AddedHistory
RHPRyman Hospitality Properties, Inc.COM5,229$672.2K<0.1%−335−6.0%ReducedHistory
ICFIICF International, Inc.Stock9,228$672.4K<0.1%+1,390+17.7%AddedHistory
KNTKKinetik Holdings Inc.COM NEW CL A13,910$672.4K<0.1%+13,910NewHistory
GNWGenworth Financial IncCOM SHS71,016$672.5K<0.1%+7,647+12.1%AddedHistory
OECOrion S.A.COM101,490$672.9K<0.1%+20,373+25.1%AddedHistory
SBRASabra Health Care REIT, Inc.REIT34,491$672.9K<0.1%+7,956+30.0%AddedHistory
KWRQuaker Chemical CorpCOM4,236$673.0K<0.1%+37+0.9%AddedHistory
AMSFAmerisafe IncCOM19,900$673.2K<0.1%+4,514+29.3%AddedHistory
GERNGeron CorpCOM525,963$673.2K<0.1%+176,336+50.4%AddedHistory
HIWHighwoods Properties, Inc.COM22,324$673.3K<0.1%−1,722−7.2%ReducedHistory

Sold out since Q1 2026 (74)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of CWM Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
FTNTFortinet, Inc.Stock106,964$8.74M0.5%History
QCOMQualcomm IncStock49,711$6.40M0.4%History
SEICSEI Investments CoCOM49,401$3.88M0.2%History
CMSCMS Energy CorpCOM46,495$3.61M0.2%History
GPIGroup 1 Automotive IncCOM9,048$2.99M0.2%History
TTTrane Technologies plcSHS6,500$2.71M0.2%History
GRDNGuardian Pharmacy Services, Inc.CL A49,565$1.87M0.1%History
PAXPatria Investments LtdCOM CL A143,727$1.81M0.1%History
TPCTutor Perini CorpCOM23,262$1.80M0.1%History
GCTGigaCloud Technology IncStock39,018$1.77M0.1%History
CWCOConsolidated Water Co. Ltd.ORD52,813$1.75M0.1%History
MCMoelis & CoCL A30,605$1.74M0.1%History
RIGLRigel Pharmaceuticals IncCOM63,891$1.73M0.1%History
INSWInternational Seaways, Inc.COM23,620$1.72M0.1%History
MGMistras Group, Inc.COM115,815$1.71M0.1%History
GICGlobal Industrial CoCOM54,056$1.70M0.1%History
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A35,271$1.70M0.1%History
XPXP Inc.CL A89,121$1.70M0.1%History
BGCBGC Group, Inc.CL A171,484$1.68M0.1%History
SKYWSkywest IncCOM18,258$1.68M0.1%History
CTSCTS CorpCOM35,080$1.68M0.1%History
NRIMNorthrim Bancorp IncCOM73,209$1.68M0.1%History
ITTItt Inc.COM8,769$1.67M0.1%History
BVSBioventus Inc.COM CL A182,918$1.67M0.1%History
PRGPROG Holdings, Inc.Stock58,004$1.66M0.1%History
NMRKNewmark Group, Inc.CL A110,288$1.65M0.1%History
CYDChina Yuchai International LtdCOM42,930$1.65M0.1%History
NATLNCR Atleos CorpCOM SHS37,598$1.64M0.1%History
GDOTGreen Dot CorpCL A145,535$1.63M0.1%History
IHSIHS Holding LtdORD SHS197,628$1.63M0.1%History
TBLATaboola.com Ltd.ORD SHS523,014$1.62M0.1%History
LFSTLifeStance Health Group, Inc.COM251,525$1.60M0.1%History
RNRRenaissancere Holdings LtdCOM5,372$1.60M0.1%History
INNVInnovAge Holding Corp.COM198,320$1.59M0.1%History
BTSGBrightSpring Health Services, Inc.COM37,059$1.58M0.1%History
TCMDTactile Systems Technology IncCOM59,794$1.56M0.1%History
CTRACoterra Energy Inc.Stock44,329$1.56M0.1%History
HRTGHeritage Insurance Holdings, Inc.COM58,915$1.55M0.1%History
MITKMitek Systems IncCOM NEW113,860$1.54M0.1%History
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT265,173$1.51M0.1%History
YUMCYum China Holdings, Inc.COM30,607$1.49M0.1%History
AVNWAviat Networks, Inc.COM NEW64,776$1.46M0.1%History
DAVEDave Inc.CLASS A COM NEW7,874$1.37M0.1%History
HOLXHologic IncCOM14,248$1.08M0.1%History
TPHTri Pointe Homes, Inc.COM14,272$666.9K<0.1%History
UNITUniti Group Inc.COM SHS61,655$578.3K<0.1%History
TTMITTM Technologies IncCOM5,434$529.4K<0.1%History
RSVRReservoir Media, Inc.COM53,794$526.6K<0.1%History
FOLDAmicus Therapeutics, Inc.COM35,931$519.6K<0.1%History
PRAProassurance CorpCOM20,764$513.3K<0.1%History
SEMSelect Medical Holdings CorpCOM31,471$512.7K<0.1%History
CVGWCalavo Growers IncCOM19,855$512.1K<0.1%History
VREVeris Residential, Inc.COM27,132$512.0K<0.1%History
CTLPCantaloupe, Inc.COM47,359$512.0K<0.1%History
KWKennedy-Wilson Holdings, Inc.COM47,293$511.7K<0.1%History
NVRIEnviri CorpCOM25,971$509.6K<0.1%History
UDMYUdemy, Inc.COM109,425$505.5K<0.1%History
ADVAdvantage Solutions Inc.COM NEW CL A22,270$470.8K<0.1%History
ALSumisho Air Lease CorpCL A6,850$444.8K<0.1%History
MASIMasimo CorpCOM2,497$444.2K<0.1%History
DAWNDay One Biopharmaceuticals, Inc.Stock18,911$405.4K<0.1%History
NOGNorthern Oil & Gas, Inc.COM7,500$219.2K<0.1%History
EEExcelerate Energy, Inc.CL A COM5,767$192.7K<0.1%History
Clearway Energy, Inc.18539C105CL A754$29.5K<0.1%–
STNGScorpio Tankers Inc.SHS200$14.9K<0.1%History
PATHUiPath, Inc.Stock161$1.79K<0.1%History
WATWaters CorpCOM2$701<0.1%History
SIFYSify Technologies LtdSPONSORED ADR36$462<0.1%History
INFYInfosys LtdSPONSORED ADR19$257<0.1%History
WITWipro LtdSPON ADR 1 SH104$220<0.1%History
ASRTAssertio Holdings, Inc.COM NEW3$59<0.1%History
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT3$18<0.1%History
SNBRQSleep Number CorpCOM10$17<0.1%History
NGLNGL Energy Partners LPCOM UNIT REPST1$8<0.1%History