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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
HTHHilltop Holdings Inc.COM17,485$678.1K<0.1%+3,165+22.1%AddedHistory
HLITHarmonic Inc.COM41,526$678.1K<0.1%−15,690−27.4%ReducedHistory
HMNHorace Mann Educators CorpCOM13,130$678.2K<0.1%+1,160+9.7%AddedHistory
SMSM Energy CoCOM25,983$678.2K<0.1%+892+3.6%AddedHistory
CBTCabot CorpCOM7,467$678.2K<0.1%+647+9.5%AddedHistory
AEISAdvanced Energy Industries IncCOM1,819$678.3K<0.1%+176+10.7%AddedHistory
HOMBHome Bancshares IncCOM23,759$678.3K<0.1%+4,736+24.9%AddedHistory
MBINMerchants BancorpCOM13,567$678.4K<0.1%+1,623+13.6%AddedHistory
ENVAEnova International, Inc.COM2,818$678.4K<0.1%−970−25.6%ReducedHistory
IBOCInternational Bancshares CorpCOM8,932$678.4K<0.1%+1,311+17.2%AddedHistory
ASTEAstec Industries IncCOM11,087$678.4K<0.1%+1,443+15.0%AddedHistory
KAIKadant IncCOM2,159$678.4K<0.1%+398+22.6%AddedHistory
OFIXOrthofix Medical Inc.COM74,234$678.5K<0.1%+29,225+64.9%AddedHistory
WSBCWesbanco IncCOM17,386$678.6K<0.1%+2,513+16.9%AddedHistory
CCBGCapital City Bank Group IncCOM13,731$678.6K<0.1%+1,959+16.6%AddedHistory
UNFUnifirst CorpCOM2,566$678.6K<0.1%+514+25.0%AddedHistory
VCYTVeracyte, Inc.COM11,555$678.6K<0.1%−4,371−27.4%ReducedHistory
FCFFirst Commonwealth Financial CorpCOM33,382$678.7K<0.1%+4,204+14.4%AddedHistory
PLUGPlug Power IncStock250,454$678.7K<0.1%+20,046+8.7%AddedHistory
JBIJanus International Group, Inc.COMMON STOCK122,299$678.8K<0.1%+22,073+22.0%AddedHistory
GPREGreen Plains Inc.COM44,135$678.8K<0.1%−85,998−66.1%ReducedHistory
OPLNOPENLANE, Inc.COM16,460$678.8K<0.1%−1,359−7.6%ReducedHistory
WEAVWeave Communications, Inc.Stock113,330$678.8K<0.1%+658+0.6%AddedHistory
Townebank Portsmouth Va89214P109COM18,732$678.8K<0.1%+3,533+23.2%Added–
MMIMarcus & Millichap, Inc.COM21,780$678.9K<0.1%+2,536+13.2%AddedHistory
SFNCSimmons First National CorpCL A $1 PAR29,974$678.9K<0.1%+3,024+11.2%AddedHistory
ARIApollo Commercial Real Estate Finance, Inc.COM63,579$679.0K<0.1%+14,754+30.2%AddedHistory
SRCE1st Source CorpCOM8,324$679.1K<0.1%+926+12.5%AddedHistory
UTLUnitil CorpCOM12,889$679.1K<0.1%+3,027+30.7%AddedHistory
OISOil States International, IncCOM84,786$679.1K<0.1%+40,477+91.4%AddedHistory
LGIHLGI Homes, Inc.COM10,665$679.1K<0.1%−2,521−19.1%ReducedHistory
WABCWestamerica BancorporationCOM11,576$679.2K<0.1%+1,725+17.5%AddedHistory
RPAYRepay Holdings CorpCOM CL A161,708$679.2K<0.1%−25,735−13.7%ReducedHistory
GFFGriffon CorpCOM6,964$679.2K<0.1%−130−1.8%ReducedHistory
GBCIGlacier Bancorp, Inc.COM13,168$679.2K<0.1%+1,745+15.3%AddedHistory
UCTTUltra Clean Holdings, Inc.COM4,764$679.3K<0.1%−3,745−44.0%ReducedHistory
TRSTrimas CorpCOM NEW15,086$679.3K<0.1%+897+6.3%AddedHistory
MHOM/I Homes, Inc.COM4,225$679.3K<0.1%+16+0.4%AddedHistory
BKUBankUnited, Inc.COM14,023$679.4K<0.1%+2,424+20.9%AddedHistory
ESEEsco Technologies IncCOM1,941$679.4K<0.1%+113+6.2%AddedHistory
SLABSilicon Laboratories Inc.Stock3,109$679.5K<0.1%+637+25.8%AddedHistory
FMNBFarmers National Banc CorpCOM46,542$679.5K<0.1%+7,616+19.6%AddedHistory
UTZUtz Brands, Inc.COM CL A88,252$679.5K<0.1%+88,252NewHistory
FLOFlowers Foods IncCOM86,019$679.5K<0.1%+22,057+34.5%AddedHistory
MATXMatson, Inc.COM3,535$679.6K<0.1%+369+11.7%AddedHistory
SMBKSmartfinancial Inc.COM NEW14,486$679.7K<0.1%+1,425+10.9%AddedHistory
PGENPrecigen, Inc.COM119,248$679.7K<0.1%−16,874−12.4%ReducedHistory
POSTPost Holdings, Inc.COM7,702$679.8K<0.1%+2,489+47.7%AddedHistory
LZBLa-Z-Boy IncCOM16,944$679.8K<0.1%+913+5.7%AddedHistory
ATEXAnterix Inc.COM6,604$679.8K<0.1%−6,705−50.4%ReducedHistory
Renasant Corp Com07597E111COM15,981$679.8K<0.1%+1,800+12.7%Added–
HLIOHelios Technologies, Inc.COM7,618$679.9K<0.1%−267−3.4%ReducedHistory
BCPCBalchem CorpCOM4,024$679.9K<0.1%+989+32.6%AddedHistory
ABCBAmeris BancorpCOM7,533$679.9K<0.1%+979+14.9%AddedHistory
MZTIMarzetti CoCOM5,956$679.9K<0.1%+2,293+62.6%AddedHistory
HBNCHorizon Bancorp IncCOM34,033$680.0K<0.1%+3,113+10.1%AddedHistory
ENVXEnovix CorpCOM112,023$680.0K<0.1%+112,023NewHistory
CCOClear Channel Outdoor Holdings, Inc.COM280,984$680.0K<0.1%+64,215+29.6%AddedHistory
BYByline Bancorp, Inc.COM18,056$680.0K<0.1%+1,919+11.9%AddedHistory
SKYTSkyWater Technology, LLCCOM19,529$680.0K<0.1%+674+3.6%AddedHistory
SLVMSylvamo CorpCOMMON STOCK17,990$680.0K<0.1%+5,680+46.1%AddedHistory
CUBICustomers Bancorp, Inc.COM8,599$680.2K<0.1%+1,159+15.6%AddedHistory
BUSEFirst Busey CorpCOM NEW23,058$680.2K<0.1%+2,723+13.4%AddedHistory
CMPCompass Minerals International IncStock21,851$680.2K<0.1%−176−0.8%ReducedHistory
SSDSimpson Manufacturing Co., Inc.COM3,249$680.3K<0.1%+375+13.0%AddedHistory
BWBBridgewater Bancshares IncCOM32,334$680.3K<0.1%+3,452+12.0%AddedHistory
TFSLTFS Financial CORPCOM38,395$680.4K<0.1%+1,803+4.9%AddedHistory
MTHMeritage Homes CORPCOM8,114$680.4K<0.1%−245−2.9%ReducedHistory
JOEST JOE CoCOM10,864$680.4K<0.1%+2,727+33.5%AddedHistory
NWBINorthwest Bancshares, Inc.COM44,883$680.4K<0.1%+4,580+11.4%AddedHistory
ALRMAlarm.com Holdings, Inc.COM14,564$680.4K<0.1%+2,694+22.7%AddedHistory
UNTYUnity Bancorp IncCOM11,594$680.5K<0.1%+1,649+16.6%AddedHistory
FBKFB Financial CorpCOM12,294$680.5K<0.1%+2,439+24.7%AddedHistory
HXLHexcel CorpCOM6,801$680.5K<0.1%+427+6.7%AddedHistory
CECOCeco Environmental CorpCOM7,500$680.5K<0.1%−1,194−13.7%ReducedHistory
RLJRLJ Lodging TrustCOM57,431$680.6K<0.1%−11,567−16.8%ReducedHistory
OMDAOmada Health, Inc.COM31,007$680.6K<0.1%−9,455−23.4%ReducedHistory
NATHNathans Famous, Inc.COM6,699$680.6K<0.1%+1,606+31.5%AddedHistory
NSPInsperity, Inc.COM16,476$680.6K<0.1%−2,434−12.9%ReducedHistory
CRVLCorvel CorpCOM10,887$680.7K<0.1%+1,326+13.9%AddedHistory
SCSCScansource, Inc.COM13,067$680.7K<0.1%−1,126−7.9%ReducedHistory
UBSIUnited Bankshares IncCOM14,852$680.7K<0.1%+2,463+19.9%AddedHistory
EGBNEagle Bancorp IncCOM23,977$680.7K<0.1%+3,471+16.9%AddedHistory
LTBRLIGHTBRIDGE CorpCOM77,447$680.8K<0.1%+28,106+57.0%AddedHistory
NBTBNBT Bancorp IncCOM13,789$680.8K<0.1%+1,752+14.6%AddedHistory
THRMGentherm IncCOM19,958$680.8K<0.1%+1,296+6.9%AddedHistory
GSBCGreat Southern Bancorp, Inc.COM8,683$680.8K<0.1%+547+6.7%AddedHistory
SAHSonic Automotive IncCL A8,030$680.9K<0.1%+469+6.2%AddedHistory
BLKBBlackbaud IncCOM22,988$680.9K<0.1%+9,641+72.2%AddedHistory
BVBrightView Holdings, Inc.COM48,055$680.9K<0.1%+4,499+10.3%AddedHistory
RYNRayonier IncCOM31,999$680.9K<0.1%+7,082+28.4%AddedHistory
HOPEHope Bancorp IncCOM49,779$681.0K<0.1%+3,904+8.5%AddedHistory
EMBCEmbecta Corp.Stock208,904$681.0K<0.1%+150,747+259.2%AddedHistory
KBHKB HomeCOM10,881$681.0K<0.1%+852+8.5%AddedHistory
PCRXPacira BioSciences, Inc.COM26,845$681.1K<0.1%+4,271+18.9%AddedHistory
ACIWAci Worldwide, Inc.Stock13,543$681.1K<0.1%+981+7.8%AddedHistory
ARCBArcbest CorpCOM4,745$681.1K<0.1%−19,158−80.1%ReducedHistory
ANGIAngi Inc.CL A NEW114,475$681.1K<0.1%+38,973+51.6%AddedHistory
HEHawaiian Electric Industries IncCOM50,342$681.1K<0.1%+15,646+45.1%AddedHistory
GTMZoomInfo Technologies Inc.Stock232,473$681.1K<0.1%+232,473NewHistory

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