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Portfolio (Quarterly) Guide ↗

CWC Advisors, LLC.

· CIK 0001520683
13F Portfolio $207M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New
Page 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LUV SOUTHWEST AIRLS CO Industrials 20,343.0 $841K 0.41% NEW $41.33 +5.7%
62 WMT WALMART INC Consumer Defensive 6,896.0 $768K 0.37% NEW $111.41 +6.4%
63 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,312.0 $764K 0.37% NEW $82.02 -22.1%
64 XOM EXXON MOBIL CORP Energy 6,332.0 $762K 0.37% NEW $120.34 +23.0%
65 JLL JONES LANG LASALLE INC Real Estate 2,207.0 $743K 0.36% NEW $336.47 -13.8%
66 GD GENERAL DYNAMICS CORP Industrials 2,176.0 $733K 0.35% NEW $336.66 +1.8%
67 SCHZ SCHWAB STRATEGIC TR 31,278.0 $731K 0.35% NEW $23.37 -1.1%
68 MTZ MASTEC INC Industrials 3,319.0 $721K 0.35% NEW $217.37 +78.3%
69 BROS DUTCH BROS INC Consumer Cyclical 11,519.0 $705K 0.34% NEW $61.22 -8.7%
70 XBI SPDR SERIES TRUST 5,691.0 $694K 0.34% NEW $121.93 +10.3%
71 GDX VANECK ETF TRUST 7,936.0 $681K 0.33% NEW $85.77 -0.4%
72 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,531.0 $668K 0.32% NEW $189.07 +24.8%
73 EWW ISHARES INC 9,468.0 $656K 0.32% NEW $69.33 +14.8%
74 BRO BROWN & BROWN INC Financial Services 8,195.0 $653K 0.32% NEW $79.70 -28.7%
75 LSCC LATTICE SEMICONDUCTOR CORP Technology 8,852.0 $651K 0.31% NEW $73.58 +101.0%
76 GEV GE VERNOVA INC Utilities 951.0 $622K 0.30% NEW $653.57 +57.9%
77 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 27,900.0 $621K 0.30% NEW $22.25 -62.3%
78 COLB COLUMBIA BKG SYS INC Financial Services 21,883.0 $612K 0.29% NEW $27.95 +6.6%
79 NTNX NUTANIX INC Technology 11,566.0 $598K 0.29% NEW $51.69 -9.9%
80 SGOL ETFS GOLD TR Financial Services 14,547.0 $598K 0.29% NEW $41.08 +3.2%
Page 4 of 8  ·  150 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 35.7%
Financial Services 26.1%
Industrials 14.1%
Consumer Cyclical 6.3%
Healthcare 5.9%
Consumer Defensive 3.8%
Communication Services 3.5%
Energy 2.4%
Real Estate 1.6%
Utilities 0.6%