C M Bidwell & Associates LTD

C M Bidwell & Associates LTD reported 495 holdings worth US$245M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

C M Bidwell & Associates LTD reported 495 holdings worth US$245M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
495
Value as reported
US$245M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation14,681US$2.94M1.2%
Alphabet Inc (google) Class C7,712US$2.76M1.1%
Apple Inc8,658US$2.51M1.0%
Microsoft Corp.4,867US$1.82M0.74%
Micron Technology, Inc.1,341US$1.55M0.63%
Lam Research Corporation3,375US$1.46M0.60%
Western Digital Corporation2,062US$1.32M0.54%
Vertiv Holdings, Llc2,842US$952K0.39%
Amazon.com, Inc.3,850US$918K0.38%
Cisco Systems, Inc.6,515US$765K0.31%
Meta Platforms, Inc.1,267US$714K0.29%
Corning Incorporated2,692US$688K0.28%
Cardinal Health, Inc.2,874US$683K0.28%
The Bank Of New York Mellon Corporation4,521US$654K0.27%
Broadcom Inc.1,699US$642K0.26%
Howmet Aerospace Inc.2,381US$640K0.26%
Northern Trust Corporation3,674US$639K0.26%
Amphenol Corporation3,414US$602K0.25%
Jp Morgan Chase & Co.1,804US$591K0.24%
Arista Networks, Inc.3,428US$582K0.24%
Comfort Systems Usa, Inc.261US$517K0.21%
Applovin Corporation937US$483K0.20%
Tapestry, Inc.3,186US$466K0.19%
Marathon Petroleum Corporation1,691US$432K0.18%
Magna International Inc.6,484US$426K0.17%
Dow Inc.15,138US$414K0.17%
Morgan Stanley1,963US$410K0.17%
Reddit, Inc.2,347US$407K0.17%
The Travelers Companies, Inc.1,208US$399K0.16%
Expeditors International Of Washington, Inc.2,444US$398K0.16%
Eli Lilly And Company332US$398K0.16%
Dell Technologies Inc.904US$390K0.16%
International Business Machines Corporation1,331US$374K0.15%
Moderna, Inc.5,255US$368K0.15%
Itt Inc.1,856US$367K0.15%
Atlassian Corporation4,699US$366K0.15%
Hasbro, Inc.4,167US$344K0.14%
Okta, Inc.2,491US$340K0.14%
Cbre Group Inc2,506US$338K0.14%
Newmont Corporation3,564US$333K0.14%
Parker-hannifin Corporation339US$332K0.14%
Exelon Corporation7,022US$327K0.13%
Cf Industries Holdings, Inc.3,006US$325K0.13%
Target Corporation2,470US$323K0.13%
Baker Hughes Company5,786US$321K0.13%
Pfizer, Inc.13,108US$316K0.13%
Warner Music Group Corp.11,603US$314K0.13%
Firstenergy Corp.6,437US$306K0.13%
Crowdstrike Holdings, Inc.397US$303K0.12%
Texas Instruments Incorporated1,001US$298K0.12%
Blackrock, Inc.305US$293K0.12%
Pnc Financial Services Group, Inc. (the)1,182US$291K0.12%
Resmed Inc.1,487US$290K0.12%
Kinder Morgan, Inc.8,796US$281K0.11%
Estee Lauder Companies, Inc. (the)3,552US$280K0.11%
Fox Corporation5,336US$278K0.11%
Dollar General Corporation2,398US$276K0.11%
Philip Morris International Inc1,520US$275K0.11%
Take-two Interactive Software, Inc.1,087US$272K0.11%
Caseys General Stores, Inc.339US$269K0.11%
Manulife Financial Corporation6,627US$268K0.11%
Veralto Corp2,991US$265K0.11%
Las Vegas Sands Corp.5,537US$256K0.10%
Watts Water Technologies, Inc.635US$249K0.10%
Berkshire Hathaway Inc.493US$247K0.10%
Incyte Corporation2,136US$242K0.10%
Neurocrine Biosciences, Inc.1,369US$231K0.09%
Yum! Brands, Inc.1,411US$226K0.09%
Walmart Inc.1,915US$217K0.09%
Netflix, Inc.3,023US$216K0.09%
Cencora, Inc.750US$212K0.09%
Akamai Technologies, Inc.1,754US$207K0.08%
Ralph Lauren Corporation513US$206K0.08%
At&t Inc.9,785US$203K0.08%
Insulet Corporation1,321US$201K0.08%
Cenovus Energy Inc.7,827US$194K0.08%
Constellation Energy Corporation779US$193K0.08%
Tjx Companies, Inc. (the)1,218US$185K0.08%
Dover Corporation815US$183K0.07%
Cintas Corporation1,059US$180K0.07%
Analog Devices, Inc.423US$168K0.07%
O'reilly Automotive, Inc.1,745US$161K0.07%
Ecolab Inc.568US$158K0.06%
Realty Income Corporation2,374US$147K0.06%
Garrett Motion Inc.3,701US$134K0.05%
Bread Financial Holdings, Inc.1,062US$115K0.05%
Duke Energy Corporation (holding Company)896US$113K0.05%
Enova International, Inc.425US$102K0.04%
Frontdoor, Inc.1,292US$100K0.04%
Callaway Golf Company5,173US$97,2010.04%
Amneal Pharmaceuticals, Inc.5,415US$93,7340.04%
Amkor Technology, Inc.1,070US$92,2660.04%
Virtu Financial, Inc.1,470US$87,5680.04%
Diamondrock Hospitality Company6,920US$84,2860.03%
Solaris Energy Infrastructure, Inc.1,043US$83,9200.03%
Phinia Inc.1,014US$83,5230.03%
Centerra Gold Inc.5,224US$82,8530.03%
Cousins Properties Incorporated2,755US$82,5950.03%
Dycom Industries, Inc.163US$82,4110.03%
Td Synnex Corporation306US$81,8060.03%

Every holding of C M Bidwell & Associates LTD

Source

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