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Portfolio (Quarterly) Guide ↗

C M BIDWELL & ASSOCIATES LTD

· CIK 0001091860
13F Portfolio $212M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 484 New
Page 6 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TTWO Take-Two Interactive Communication Services 1,119.0 $286K 0.14% NEW $256.03 -13.8%
102 PFE Pfizer Inc Healthcare 11,488.0 $286K 0.14% NEW $24.90 +3.8%
103 VGIT Vanguard Int Treas ETF 4,700.0 $282K 0.13% NEW $59.93 -1.7%
104 SPGM SPDR MSCI Global Stock Market 3,558.0 $273K 0.13% NEW $76.72 +12.3%
105 BKR Baker Hughes Co Energy 5,968.0 $272K 0.13% NEW $45.54 +46.5%
106 MUST Columbia Muni ETF 13,127.0 $271K 0.13% NEW $20.61 -0.4%
107 TAXF Am Cntry Div Muni ETF 5,315.0 $268K 0.13% NEW $50.38 -0.1%
108 RCL Royal Carribean Cruises Consumer Cyclical 935.0 $261K 0.12% NEW $278.92 -4.0%
109 VLTO Veralto Corp Industrials 2,609.0 $260K 0.12% NEW $99.78 -13.8%
110 SPGI S&P Global Inc Financial Services 494.0 $258K 0.12% NEW $522.59 -21.1%
111 Berkshire Hathaway B 506.0 $254K 0.12% NEW $502.65
112 DFCF DFA Core Fixed Inc ETF 5,967.0 $254K 0.12% NEW $42.56 -1.0%
113 FIX Comfort Systems Inc Industrials 270.0 $252K 0.12% NEW $933.29 +101.9%
114 PM Phillip Morris Intl Inc Consumer Defensive 1,565.0 $251K 0.12% NEW $160.40 +13.2%
115 FE FirstEnergy Corp Utilities 5,600.0 $251K 0.12% NEW $44.77 +4.2%
116 KMI Kinder Morgan Energy 9,103.0 $250K 0.12% NEW $27.49 +19.6%
117 MCD McDonald's Corp Consumer Cyclical 817.0 $250K 0.12% NEW $305.63 -8.6%
118 MFC Manulife Financial Financial Services 6,833.0 $248K 0.12% NEW $36.28 +6.3%
119 GLW Corning Inc Technology 2,770.0 $243K 0.12% NEW $87.56 +124.1%
120 MPC Marathon Petroleum Energy 1,487.0 $242K 0.11% NEW $162.63 +52.5%
Page 6 of 25  ·  484 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 33.7%
Financial Services 13.1%
Communication Services 11.6%
Consumer Cyclical 10.5%
Industrials 10.4%
Healthcare 8.0%
Consumer Defensive 2.9%
Energy 2.9%
Utilities 2.6%
Basic Materials 2.5%