Latest CWM Advisors, LLC Stock Portfolio

CWM Advisors, LLC Performance:

2026 Q1: 2.22%YTD: 2.22%2025: 7.98%

Performance for 2026 Q1 is 2.22%, and YTD is 2.22%, and 2025 is 7.98%.

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

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Inspire Investing, LLC reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Inspire Investing, LLC are CAT, KLAC, BIBL. The fund has invested 2.7% of it's portfolio in CATERPILLAR INC and 2.1% of portfolio in KLA CORP.

The fund managers got completely rid off FORTINET INC (FTNT), BJS WHSL CLUB HLDGS INC (BJ) and KINSALE CAP GROUP INC (KNSL) stocks. They significantly reduced their stock positions in ELME COMMUNITIES (WRE), GILDAN ACTIVEWEAR INC (GIL) and JACK IN THE BOX INC (JACK). Inspire Investing, LLC opened new stock positions in FORTINET INC (FTNT), AFFILIATED MANAGERS GROUP (AMG) and PERDOCEO ED CORP (PRDO). The fund showed a lot of confidence in some stocks as they added substantially to SYLVAMO CORP (SLVM), GLOBUS MED INC (GMED) and O-I GLASS INC (OI).

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

Our best estimate is that Inspire Investing, LLC made a return of 2.22% in the last quarter. In trailing 12 months, it's portfolio return was 14.4%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fortinet inc	8,741,100
affiliated managers group	2,935,230
perdoceo ed corp	1,893,620
guardian pharmacy svcs inc	1,866,620
tutor perini corp	1,795,590
ironwood pharmaceuticals inc	1,789,890
moelis & co	1,744,480
permian resources corp	1,736,660

New stocks bought by CWM Advisors, LLC

Additions

Ticker	% Inc.
sylvamo corp	410,233
globus med inc	234,962
o-i glass inc	62,878
occidental pete corp	27,210
eqt corp	22,780
advanced drain sys inc del	18,169
spx technologies inc	14,860
atlantic un bankshares corp	1,371

Additions to existing portfolio by CWM Advisors, LLC

Reductions

Ticker	% Reduced
iridium communications inc	-77.63
digi intl inc	-72.87
national vision hldgs inc	-68.03
telephone & data sys inc	-67.69
itron inc	-63.53
ultra clean hldgs inc	-53.81
tronox holdings plc	-52.54
amprius technologies inc	-48.46

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 20.7% of it's holdings in Industrials sector.

Sector	%
Industrials	20.7
Technology	19.8
Others	13.3
Financial Services	9.3
Real Estate	8.1
Healthcare	6.8
Consumer Cyclical	6
Energy	4.8
Basic Materials	3.6
Utilities	3.1
Consumer Defensive	3
Communication Services	1.4

Market Cap. Distribution

Inspire Investing, LLC has about 51.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.1
MID-CAP	20
SMALL-CAP	14.1
UNALLOCATED	13.5
MEGA-CAP	3.6

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 500	37.4
Others	34.3
RUSSELL 2000	28.2

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	6.4 M
KLAC	kla corp	4.4 M
VRT	vertiv holdings co	3.5 M
TPL	texas pacific land corporati	3.4 M
CIEN	ciena corp	2.1 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	-3.3 M
FICO	fair isaac corp	-2.5 M
PGR	progressive corp	-1.7 M
APH	amphenol corp	-1.5 M
IDXX	idexx labs inc	-1.4 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 1100 stocks in it's portfolio. About 15.6% 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.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAT	american assets tr inc	0.05	33,719	620,760	added	13.37

ABM	abm inds inc	0.04	13,430	517,309	added	21.73

ACHC	acadia healthcare company in	0.04	22,260	520,661	reduced	-31.85

ACMR	acm resh inc	0.20	62,712	2,467,720	added	16.28

ADM	archer daniels midland co	0.16	27,335	1,986,960	added	542

ADNT	adient plc	0.04	25,814	521,701	added	4.78

ADP	automatic data processing in	0.16	9,576	1,945,650	reduced	-6.56

ADTN	adtran holdings inc	0.19	182,522	2,296,130	added	241

AEHR	aehr test sys	0.04	14,057	521,234	reduced	-39.61

AEIS	advanced energy inds	0.04	1,643	530,213	reduced	-26.32

AGCO	agco corp	0.09	9,868	1,143,400	reduced	-5.44

AIN	albany intl corp	0.04	9,916	517,714	added	7.54

AIR	aar corp	0.18	19,763	2,163,260	added	250

AIV	apartment invt & mgmt co	0.04	126,903	516,493	added	61.44

AKR	acadia rlty tr	0.05	32,089	613,545	added	14.75

ALB	albemarle corp	0.17	11,683	2,097,450	reduced	-9.00

ALSN	allison transmission hldgs i	0.07	7,332	858,284	reduced	-9.53

AMG	affiliated managers group	0.24	10,608	2,935,230	new

AMKR	amkor technology inc	0.17	46,928	2,113,170	added	7.65

AMPX	amprius technologies inc	0.04	31,051	523,520	reduced	-48.46