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Latest CWM Advisors, LLC Stock Portfolio

$2.37Billion | No. of Holdings #1276

CWM Advisors, LLC Performance

2026 Q3-7.11%
YTD+5.90%
2025+7.98%

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

On 2026-10-22, 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 Sep, 2026. <br><br> The top stock holdings of Inspire Investing, LLC are AVGO, CAT, KLAC. The fund has invested 4.2% of it's portfolio in BROADCOM INC and 2.7% of portfolio in CATERPILLAR INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), FORTINET INC (FTNT) and QUANTA SVCS INC (PWR) stocks. They significantly reduced their stock positions in OTTER TAIL CORP (OTTR), APARTMENT INVT & MGMT CO (AIV) and MYRIAD GENETICS INC (MYGN). Inspire Investing, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, FORTINET INC (FTNT) and HALOZYME THERAPEUTICS INC (HALO). The fund showed a lot of confidence in some stocks as they added substantially to GE AEROSPACE (GE), GRAPHIC PACKAGING HLDG CO (GPK) and 3D SYS CORP DEL (DDD).
CWM Advisors, LLC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$2.37Billion
  as of Oct 22, 2026

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

Our best estimate is that Inspire Investing, LLC made a return of -7.11% in the last quarter. In trailing 12 months, it's portfolio return was 5.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp33,447,200
fortinet inc24,552,900
oneok inc new3,736,680
halozyme therapeutics inc3,128,740
mitek sys inc3,085,160
argan inc3,052,700
cass information sys inc3,024,650
victory cap hldgs inc del3,002,130
New stocks bought by CWM Advisors, LLC

Additions

Ticker% Inc.
ge aerospace373,353
echostar corp59,165
globalstar inc650
globus med inc464
umb finl corp447
biocryst pharmaceuticals inc426
national vision hldgs inc415
netscout sys inc407
Additions to existing portfolio by CWM Advisors, LLC

Reductions

Ticker% Reduced
cirrus logic inc-76.91
hf sinclair corp-76.54
qorvo inc-76.42
kennametal inc-70.63
invitation homes inc-69.51
tyson foods inc-69.15
nucor corp-68.17
c h robinson worldwide in-66.97
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 26.3% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Financial Services
  • Real Estate
  • Healthcare
  • Consumer Cyclical
  • Energy
  • Basic Materials
  • Utilities
  • Consumer Defensive
Sector%
Technology26.3
Industrials20
Others13
Financial Services7.7
Real Estate6.5
Healthcare6.4
Consumer Cyclical5.9
Energy5.3
Basic Materials3.5
Utilities2.9
Consumer Defensive1.9

Market Cap. Distribution

Inspire Investing, LLC has about 62.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
Category%
LARGE-CAP49.9
MID-CAP15.8
UNALLOCATED12.9
MEGA-CAP12.3
SMALL-CAP8.6

Stocks belong to which Index?

About 65% 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 50044.2
Others35
RUSSELL 200020.8
Top 5 Winners (%)%
IOVA
iovance biotherapeutics inc
258.7 %
VSTM
verastem inc
106.7 %
grail inc
105.9 %
TWST
twist bioscience corp
71.5 %
MSTR
strategy inc
68.7 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
7.7 M
ANET
arista networks inc
7.0 M
PSTG
everpure inc
3.6 M
VLO
valero energy corp
2.9 M
VEEV
veeva sys inc
2.9 M
Top 5 Losers (%)%
OMI
accendra health inc
-84.1 %
OPEN
opendoor technologies inc
-75.0 %
OPEN
opendoor technologies inc
-75.0 %
OPEN
opendoor technologies inc
-64.7 %
DARE
dare bioscience inc
-61.3 %
Top 5 Losers ($)$
APH
amphenol corp
-34.8 M
KLAC
kla corp
-27.0 M
CAT
caterpillar inc
-18.7 M
AVGO
broadcom inc
-7.5 M
VRT
vertiv holdings co
-6.8 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 1276 stocks in it's portfolio. About 18.3% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Inspire Investing, LLC last quarter.

$2.03BTotal Value
500Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of CWM Advisors, LLC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change