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Portfolio (Quarterly) Guide ↗

C M BIDWELL & ASSOCIATES LTD

· CIK 0001091860
13F Portfolio $214M AUM 483 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 54 Added 87 Reduced 49 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LEG Leggett & Platt Consumer Cyclical 56.0 $553.0 NEW $9.88 +1.2%
42 VNDA Vanda Pharmaceutical Healthcare 79.0 $546.0 NEW $6.91 -10.4%
43 WOOF Petco Health & Wellness Co Inc Consumer Cyclical 196.0 $545.0 NEW $2.78 -4.7%
44 CNO CNO Financial Group Financial Services 13.0 $534.0 NEW $41.08 +15.1%
45 PLX Protalix Biotherapeutics Inc Healthcare 236.0 $512.0 NEW $2.17 -3.2%
46 RXT Rackspace Technology Inc Technology 365.0 $358.0 NEW $0.98 +323.1%
47 Versant Object Tech 2.0 $74.0 NEW $37.00
48 Cyberark Soft Corp Act 34.0 NEW
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Industrials 12.2%
Communication Services 11.6%
Financial Services 11.3%
Consumer Cyclical 9.8%
Healthcare 7.7%
Energy 4.0%
Consumer Defensive 3.2%
Basic Materials 3.0%
Utilities 2.6%