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Latest CWM Advisors, LLC Stock Portfolio

$2.43Billion | No. of Holdings #1260

CWM Advisors, LLC Performance

2026 Q2+12.28%
YTD+14.01%
2025+7.98%

About CWM Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Inspire Investing, LLC reported an equity portfolio of $2.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Inspire Investing, LLC are AVGO, CAT, KLAC. The fund has invested 4.4% of it's portfolio in BROADCOM INC and 3% of portfolio in CATERPILLAR INC. <br><br> The fund managers got completely rid off FORTINET INC (FTNT), QUALCOMM INC (QCOM) and SEI INVTS CO (SEIC) stocks. They significantly reduced their stock positions in HARMONY BIOSCIENCES HLDGS IN (HRMY), MANNKIND CORP (MNKD) and MIRUM PHARMACEUTICALS INC (MIRM). Inspire Investing, LLC opened new stock positions in EXXON MOBIL CORP (XOM), GE VERNOVA INC and LINDE PLC (LIN). The fund showed a lot of confidence in some stocks as they added substantially to OTTER TAIL CORP (OTTR), AVNET INC (AVT) and EVEREST GROUP LTD.
CWM Advisors, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$2.43Billion
  as of Aug 12, 2026

CWM Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Inspire Investing, LLC made a return of 12.28% in the last quarter. In trailing 12 months, it's portfolio return was 20.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil corp29,811,100
ge vernova inc16,357,600
linde plc12,750,900
sandisk corp10,832,000
nextera energy inc8,762,780
crh plc5,676,140
quanta svcs inc5,084,200
astera labs inc4,664,520
New stocks bought by CWM Advisors, LLC

Additions

Ticker% Inc.
otter tail corp2,839,200
avnet inc90,363
everest group ltd83,637
kaiser aluminium corporation1,383
atlanticus holdings corp1,374
five below inc938
sensata technologies hldg pl471
columbus mckinnon corp n y455
Additions to existing portfolio by CWM Advisors, LLC

Reductions

Ticker% Reduced
mks inc.-74.18
permian resources corp-62.45
herbalife ltd-62.4
ati inc-59.62
penguin solutions inc-56.99
tko group holdings inc-51.47
amkor technology inc-47.53
eqt corp-40.89
CWM Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by CWM Advisors, LLC

Sector Distribution

Inspire Investing, LLC has about 26.1% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Financial Services
  • Real Estate
  • Energy
  • Consumer Cyclical
  • Healthcare
  • Basic Materials
  • Utilities
  • Consumer Defensive
Sector%
Technology26.1
Industrials19.6
Others10.4
Financial Services8.4
Real Estate6.3
Energy6.3
Consumer Cyclical6.2
Healthcare6
Basic Materials4.2
Utilities3.3
Consumer Defensive2.1

Market Cap. Distribution

Inspire Investing, LLC has about 65.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP51.4
MID-CAP15.4
MEGA-CAP13.8
UNALLOCATED10.4
SMALL-CAP8.5

Stocks belong to which Index?

About 67.2% of the stocks held by Inspire Investing, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50047.8
Others32.8
RUSSELL 200019.4
Top 5 Winners (%)%
MXL
maxlinear inc
375.8 %
penguin solutions inc
237.3 %
ACMR
acm resh inc
221.1 %
UMC
united microelectronics corp
196.3 %
MRVL
marvell technology inc
181.9 %
Top 5 Winners ($)$
KLAC
kla corp
35.2 M
CAT
caterpillar inc
23.7 M
AVGO
broadcom inc
18.1 M
APH
amphenol corp
11.6 M
ANET
arista networks inc
9.2 M
Top 5 Losers (%)%
SBS
companhia de saneamento basi
-72.3 %
EMBC
embecta corp
-52.3 %
PAHC
phibro animal health corp
-38.9 %
OXY
occidental pete corp
-37.9 %
AGL
agilon health inc
-37.5 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-3.0 M
UI
ubiquiti inc
-2.3 M
DVN
devon energy corp new
-1.7 M
SLB
slb limited
-1.3 M
ICE
intercontinental exchange in
-1.1 M

CWM Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CWM Advisors, LLC

Inspire Investing, LLC has 1260 stocks in it's portfolio. About 19% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Inspire Investing, LLC last quarter.

$2.10BTotal Value
500Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CWM Advisors, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change