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Latest CWM Advisors, LLC Stock Portfolio

CWM Advisors, LLC Performance:
2025 Q3: 6.84%YTD: 8.43%2024: 5.27%
Performance for 2025 Q3 is 6.84%, and YTD is 8.43%, and 2024 is 5.27%.

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

In it's latest 13F Holdings report, Inspire Investing, LLC reported an equity portfolio of $1 Billions as of 30 Sep, 2025.

The top stock holdings of Inspire Investing, LLC are CAT, ANET, APH. The fund has invested 2.2% of it's portfolio in CATERPILLAR INC and 2.1% of portfolio in ARISTA NETWORKS INC.

The fund managers got completely rid off ANSYS INC (ANSS), FTI CONSULTING INC (FCN) and CHEMED CORP NEW (CHE) stocks. They significantly reduced their stock positions in RESMED INC (RMD), KB HOME (KBH) and OWENS & MINOR INC NEW (OMI). Inspire Investing, LLC opened new stock positions in INGERSOLL RAND INC (IR), SAMSARA INC (IOT) and NEXTRACKER INC. The fund showed a lot of confidence in some stocks as they added substantially to REGENCY CTRS CORP (REG), HAWKINS INC (HWKN) and VERTIV HOLDINGS CO (VRT).

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

Our best estimate is that Inspire Investing, LLC made a return of 6.84% in the last quarter. In trailing 12 months, it's portfolio return was 5.58%.

New Buys

Ticker$ Bought
ingersoll rand inc3,264,400
samsara inc2,531,730
nextracker inc2,382,920
stride inc2,347,140
axon enterprise inc2,291,420
texas pacific land corporati2,115,630
bentley sys inc1,983,220
virtu finl inc1,948,920
New stocks bought by CWM Advisors, LLC

Additions

Ticker% Inc.
regency ctrs corp441
hawkins inc316
vertiv holdings co307
valero energy corp295
heidrick & struggles intl in249
vital farms inc236
argan inc229
mercury genl corp new223
Additions to existing portfolio by CWM Advisors, LLC

Reductions

Ticker% Reduced
semtech corp-72.26
aci worldwide inc-68.52
willdan group inc-67.4
capital city bk group inc-67.07
diebold nixdorf inc-65.97
newmont corp-62.19
taylor morrison home corp-60.68
eplus inc-59.29
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 19.6% of it's holdings in Technology sector.

Sector%
Technology19.6
Industrials18.5
Others13.6
Financial Services10
Real Estate8.5
Healthcare7
Consumer Cyclical6.2
Energy4.7
Basic Materials3.7
Utilities3.4
Consumer Defensive3.3
Communication Services1.3

Market Cap. Distribution

Inspire Investing, LLC has about 49.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP49.9
MID-CAP19.6
SMALL-CAP14.6
UNALLOCATED13.7
MICRO-CAP1.2

Stocks belong to which Index?

About 65.6% of the stocks held by Inspire Investing, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50039.8
Others34.4
RUSSELL 200025.8
Top 5 Winners (%)%
AEHR
aehr test sys
132.9 %
PGEN
precigen inc
131.7 %
EOSE
eos energy enterprises inc
122.5 %
AMRC
ameresco inc
121.1 %
HL
hecla mng co
102.0 %
Top 5 Winners ($)$
ANET
arista networks inc
6.2 M
APP
applovin corp
5.1 M
NEM
newmont corp
4.6 M
CAT
caterpillar inc
4.5 M
APH
amphenol corp new
3.7 M
Top 5 Losers (%)%
OMI
owens & minor inc new
-47.3 %
IRDM
iridium communications inc
-42.1 %
MOH
molina healthcare inc
-35.1 %
AEVA
aeva technologies inc
-34.5 %
AGL
agilon health inc
-32.5 %
Top 5 Losers ($)$
FTNT
fortinet inc
-2.1 M
PGR
progressive corp
-1.2 M
SFM
sprouts fmrs mkt inc
-1.0 M
VRSK
verisk analytics inc
-0.8 M
FICO
fair isaac corp
-0.8 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 844 stocks in it's portfolio. About 15.9% of the portfolio is in top 10 stocks. FTNT proved to be the most loss making stock for the portfolio. ANET was the most profitable stock for Inspire Investing, LLC last quarter.

Last Reported on: 15 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions