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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 20 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CVX Chevron Corporation Energy 13.0 $3K 0.00% $206.92 -10.7%
382 WRB Berkeley WR Corp Financial Services 40.0 $3K 0.00% $66.28 +1.6%
383 COP ConocoPhillips Energy 20.0 $3K 0.00% $132.00 -11.7%
384 AJG Arthur J Gallagher & Co Financial Services 12.0 $3K 0.00% $216.58 -5.8%
385 WCN Waste Connections Inc Industrials 16.0 $3K 0.00% $162.44 -5.4%
386 AWK American Water Works Utilities 19.0 $3K 0.00% $136.11 -9.0%
387 LYB LyondellBasell Ind Basic Materials 32.0 $3K 0.00% $80.56 -14.3%
388 BMY Bristol Myers Squibb Healthcare 42.0 $3K 0.00% $60.64 -4.3%
389 INN Summit Hotel Properties Real Estate 554.0 $2K 0.00% $4.42 +28.5%
390 ENB Enbridge Inc Energy 45.0 $2K 0.00% $54.13 +5.3%
391 ABBV Abbvie Inc Healthcare 11.0 $2K 0.00% $217.45 -2.0%
392 VZ Verizon Comm Inc Communication Services 47.0 $2K 0.00% $50.19 -3.4%
393 RJF Raymond James Financial Financial Services 16.0 $2K 0.00% $144.81 +5.1%
394 EOG EOG Resources Energy 16.0 $2K 0.00% $144.56 -5.8%
395 TGT Target Corp Consumer Defensive 19.0 $2K 0.00% $121.21 +3.5%
396 OSPN OneSpan Inc Technology 218.0 $2K 0.00% $10.53 +30.2%
397 TechnipFMC plc 32.0 $2K 0.00% $69.12
398 KO Coca-Coca Company Consumer Defensive 29.0 $2K 0.00% $76.03 +5.8%
399 FITB Fifth Third Bank Financial Services 47.0 $2K 0.00% $46.47 +7.2%
400 SNA Snap On Inc Industrials 6.0 $2K 0.00% $363.17 +2.5%
Page 20 of 25  ·  483 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%