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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STRL STERLING INFRASTRUCTURE INC Industrials 1,869.0 $572K 0.28% NEW $306.23 +155.4%
82 SIVR ABRDN SILVER ETF TRUST Financial Services 8,456.0 $572K 0.28% NEW $67.64 +4.9%
83 BGC BGC GROUP INC Financial Services 63,840.0 $570K 0.28% NEW $8.93 +18.0%
84 COMERICA INC 6,516.0 $566K 0.27% NEW $86.93
85 COST COSTCO WHSL CORP NEW Consumer Defensive 653.0 $563K 0.27% NEW $862.34 +16.4%
86 LITE LUMENTUM HLDGS INC Technology 1,519.0 $560K 0.27% NEW $368.59 +144.8%
87 SCHA SCHWAB STRATEGIC TR 19,574.0 $557K 0.27% NEW $28.48 +19.3%
88 SCHM SCHWAB STRATEGIC TR 18,420.0 $554K 0.27% NEW $30.07 +16.9%
89 ORCL ORACLE CORP Technology 2,801.0 $546K 0.26% NEW $194.94 -2.0%
90 HODL VANECK BITCOIN ETF 21,625.0 $535K 0.26% NEW $24.73 -14.3%
91 JPM JPMORGAN CHASE & CO. Financial Services 1,650.0 $532K 0.26% NEW $322.22 -7.1%
92 MGK VANGUARD WORLD FD 1,288.0 $532K 0.26% NEW $412.77 -78.3%
93 LMT LOCKHEED MARTIN CORP Industrials 1,098.0 $531K 0.26% NEW $483.67 +9.8%
94 NJAN INNOVATOR ETFS TRUST 9,521.0 $523K 0.25% NEW $54.92 +7.0%
95 MET METLIFE INC Financial Services 6,561.0 $518K 0.25% NEW $78.94 +5.4%
96 MMSI MERIT MED SYS INC Healthcare 5,839.0 $515K 0.25% NEW $88.14 -29.1%
97 MRK MERCK & CO INC Healthcare 4,847.0 $510K 0.25% NEW $105.26 +14.2%
98 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 8,953.0 $493K 0.24% NEW $55.09 +20.5%
99 MINT PIMCO ETF TR 4,766.0 $478K 0.23% NEW $100.34 +0.4%
100 SCHF SCHWAB STRATEGIC TR 19,862.0 $477K 0.23% NEW $24.04 +15.0%
Page 5 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%