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Latest CWM Advisors, LLC Stock Portfolio

$1.71Billion | No. of Holdings #1102

CWM Advisors, LLC Performance

2026 Q1+1.54%
YTD+1.54%
2025+7.98%

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Inspire Investing, LLC reported an equity portfolio of $1.7 Billions as of 31 Mar, 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 2.7% of portfolio in CATERPILLAR INC. <br><br> They significantly reduced their stock positions in FEDERAL SIGNAL CORP (FSS), FORTINET INC (FTNT) and LINCOLN ELEC HLDGS INC (LECO). Inspire Investing, LLC opened new stock positions in CONSOLIDATED EDISON INC (ED), AFFILIATED MANAGERS GROUP (AMG) and PERMIAN RESOURCES CORP (PR). The fund showed a lot of confidence in some stocks as they added substantially to CROWN CASTLE INC (CCI), FIRSTENERGY CORP (FE) and GLOBUS MED INC (GMED).
CWM Advisors, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$1.71Billion
  as of May 13, 2026

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

Our best estimate is that Inspire Investing, LLC made a return of 1.54% in the last quarter. In trailing 12 months, it's portfolio return was 13.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fortinet inc8,741,100
consolidated edison inc3,373,440
affiliated managers group3,277,790
permian resources corp2,570,400
perdoceo ed corp1,893,620
guardian pharmacy svcs inc1,866,620
tutor perini corp1,795,590
ironwood pharmaceuticals inc1,789,890
New stocks bought by CWM Advisors, LLC

Additions

Ticker% Inc.
crown castle inc1,918,800
firstenergy corp494,700
globus med inc314,612
c h robinson worldwide in254,900
pinnacle west cap corp176,300
dte energy co111,550
occidental pete corp70,175
o-i glass inc62,878
Additions to existing portfolio by CWM Advisors, LLC

Reductions

Ticker% Reduced
iridium communications inc-77.63
fortinet inc-70.16
national vision hldgs inc-68.03
telephone & data sys inc-67.69
itron inc-63.53
ultra clean hldgs inc-53.81
amprius technologies inc-48.46
lincoln elec hldgs inc-40.32
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 23.5% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Financial Services
  • Real Estate
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Basic Materials
  • Utilities
  • Consumer Defensive
Sector%
Technology23.5
Industrials20
Others10
Financial Services8.6
Real Estate7.9
Consumer Cyclical6.4
Healthcare6.3
Energy5.7
Basic Materials4.2
Utilities3.4
Consumer Defensive2.8

Market Cap. Distribution

Inspire Investing, LLC has about 63.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
Category%
LARGE-CAP54.4
MID-CAP15.8
UNALLOCATED10.3
SMALL-CAP10.2
MEGA-CAP9.1

Stocks belong to which Index?

About 68.7% 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 50047.6
Others31.3
RUSSELL 200021.1
Top 5 Winners (%)%
KOS
kosmos energy ltd
139.3 %
OXY
occidental pete corp
122.1 %
UCTT
ultra clean hldgs inc
106.3 %
TROX
tronox holdings plc
99.0 %
AMPX
amprius technologies inc
86.1 %
Top 5 Winners ($)$
CAT
caterpillar inc
7.6 M
KLAC
kla corp
5.1 M
VRT
vertiv holdings co
4.1 M
TPL
texas pacific land corporati
3.7 M
CIEN
ciena corp
2.5 M
Top 5 Losers (%)%
SNBR
sleep number corp
-79.1 %
PAR
par technology corp
-53.4 %
OPEN
opendoor technologies inc
-51.4 %
VERI
veritone inc
-48.4 %
DH
definitive healthcare corp
-47.7 %
Top 5 Losers ($)$
APP
applovin corp
-4.9 M
AVGO
broadcom inc
-4.8 M
FICO
fair isaac corp
-2.9 M
PGR
progressive corp
-2.1 M
APH
amphenol corp
-1.7 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 1102 stocks in it's portfolio. About 17.7% of the portfolio is in top 10 stocks. APP proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Inspire Investing, LLC last quarter.

$1.52BTotal Value
500Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of CWM Advisors, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change