Latest CWM Advisors, LLC Stock Portfolio

CWM Advisors, LLC Performance:

2025 Q4: -0.75%YTD: 7.98%2024: 3.42%

Performance for 2025 Q4 is -0.75%, and YTD is 7.98%, and 2024 is 3.42%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Inspire Investing, LLC reported an equity portfolio of $1.1 Billions as of 31 Dec, 2025.

The top stock holdings of Inspire Investing, LLC are CAT, APH, KLAC. The fund has invested 2.4% of it's portfolio in CATERPILLAR INC and 1.9% of portfolio in AMPHENOL CORP NEW.

The fund managers got completely rid off ETF SER SOLUTIONS (ACIO), PEGASYSTEMS INC (PEGA) and BP PLC (BP) stocks. They significantly reduced their stock positions in CYTOMX THERAPEUTICS INC (CTMX), OTTER TAIL CORP (OTTR) and C H ROBINSON WORLDWIDE INC (CHRW). Inspire Investing, LLC opened new stock positions in FORTINET INC (FTNT), MUELLER INDS INC (MLI) and LENNOX INTL INC (LII). The fund showed a lot of confidence in some stocks as they added substantially to POOL CORP (POOL), FASTENAL CO (FAST) and DECKERS OUTDOOR CORP (DECK).

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

Our best estimate is that Inspire Investing, LLC made a return of -0.75% in the last quarter. In trailing 12 months, it's portfolio return was 7.98%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fortinet inc	8,831,580
mueller inds inc	4,863,620
lennox intl inc	2,826,650
hess midstream lp	2,706,390
automatic data processing in	2,636,090
ubiquiti inc	2,632,840
medpace hldgs inc	2,609,810
siriusxm holdings inc	2,558,920

New stocks bought by CWM Advisors, LLC

Additions

Ticker	% Inc.
pool corp	1,203
fastenal co	1,023
deckers outdoor corp	902
grand canyon ed inc	811
expeditors intl wash inc	679
texas pacific land corporati	677
louisiana pac corp	658
qualys inc	553

Additions to existing portfolio by CWM Advisors, LLC

Reductions

Ticker	% Reduced
eog res inc	-81.31
cinemark hldgs inc	-78.11
viasat inc	-73.1
hawkins inc	-70.94
trimas corp	-65.4
commscope hldg co inc	-58.6
taskus inc	-53.51
southwest gas hldgs inc	-52.77

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 19.9% of it's holdings in Industrials sector.

Sector	%
Industrials	19.9
Technology	19.5
Others	13.6
Financial Services	9.7
Real Estate	8.3
Healthcare	7.7
Consumer Cyclical	6.6
Energy	4
Basic Materials	3.4
Utilities	3.2
Consumer Defensive	2.7
Communication Services	1.4

Market Cap. Distribution

Inspire Investing, LLC has about 53.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	50.2
MID-CAP	19.1
UNALLOCATED	13.7
SMALL-CAP	12.8
MEGA-CAP	3.4

Stocks belong to which Index?

About 64.6% of the stocks held by Inspire Investing, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	38.9
Others	35.5
RUSSELL 2000	25.7

Top 5 Winners (%)		%
ALB	albemarle corp	69.7 %
FLNC	fluence energy inc	64.8 %
PUMP	propetro hldg corp	64.2 %
FOLD	amicus therapeutics inc	63.6 %
TNDM	tandem diabetes care inc	62.8 %

Top 5 Winners ($)		$
CAT	caterpillar inc	4.5 M
KLAC	kla corp	2.1 M
FCX	freeport-mcmoran inc	1.8 M
APH	amphenol corp new	1.7 M
PH	parker-hannifin corp	1.5 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-56.0 %
UP	wheels up experience inc	-54.4 %
ASPN	aspen aerogels inc	-50.5 %
JELD	jeld-wen hldg inc	-42.5 %
ARE	alexandria real estate eq in	-40.3 %

Top 5 Losers ($)		$
TPL	texas pacific land corporati	-6.4 M
SMCI	super micro computer inc	-2.0 M
ANET	arista networks inc	-1.9 M
VEEV	veeva sys inc	-1.2 M
PGR	progressive corp	-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 1101 stocks in it's portfolio. About 15.8% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Inspire Investing, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAT	american assets tr inc	0.05	29,742	563,025	added	9.83

ABCB	ameris bancorp	0.04	6,308	468,495	added	2.02

ACMR	acm resh inc	0.19	53,932	2,127,620	added	82.85

ADMA	adma biologics inc	0.04	25,676	468,330	reduced	-18.00

ADNT	adient plc	0.04	24,636	472,272	added	30.38

ADP	automatic data processing in	0.24	10,248	2,636,090	new

ADUS	addus homecare corp	0.04	4,437	476,536	added	15.76

ADV	advantage solutions inc	0.04	554,271	487,758	added	87.32

AEHR	aehr test sys	0.04	23,276	469,942	added	56.55

AER	aercap holdings nv	0.14	11,183	1,607,600	added	417

AEVA	aeva technologies inc	0.04	35,300	468,784	added	13.04

AGCO	agco corp	0.10	10,436	1,088,680	added	4.32

AGL	agilon health inc	0.04	695,929	479,286	added	62.71

AKR	acadia rlty tr	0.05	27,964	574,376	added	1.64

ALB	albemarle corp	0.16	12,838	1,815,810	reduced	-12.73

ALHC	alignment healthcare inc	0.11	61,476	1,214,150	reduced	-5.00

ALRS	alerus finl corp	0.04	20,878	470,173	added	1.24

ALSN	allison transmission hldgs i	0.07	8,104	793,382	reduced	-9.7

ALX	alexanders inc	0.04	2,152	469,007	added	11.21

AMKR	amkor technology inc	0.16	43,594	1,721,090	added	173