CWS Financial Advisors, LLC

CWS Financial Advisors, LLC reported 171 holdings worth US$451M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

CWS Financial Advisors, LLC reported 171 holdings worth US$451M as of Jun 30, 2026. Largest: Stryker Corporation, Apple Inc and Microsoft Corp. Filed Jul 30, 2026 (Form 13F).

Holdings
171
Value as reported
US$451M

The filing in full

CompanySharesValue as reported% of portfolio
Stryker Corporation243KUS$76.6M17.0%
Apple Inc63,858US$18.5M4.1%
Microsoft Corp.18,324US$6.84M1.5%
Alphabet Inc (google) Class C8,276US$2.96M0.66%
Walmart Inc.23,596US$2.67M0.59%
International Business Machines Corporation7,362US$2.07M0.46%
Mcdonald's Corporation7,237US$1.96M0.43%
Southern Company (the)18,002US$1.72M0.38%
Procter & Gamble Company (the)11,671US$1.71M0.38%
Cisco Systems, Inc.14,191US$1.67M0.37%
Amazon.com, Inc.6,835US$1.63M0.36%
Jp Morgan Chase & Co.4,622US$1.51M0.34%
Pepsico, Inc.10,736US$1.45M0.32%
Philip Morris International Inc7,990US$1.45M0.32%
Exxon Mobil Corporation9,957US$1.36M0.30%
Chevron Corporation8,057US$1.34M0.30%
Fastenal Company24,244US$1.16M0.26%
Analog Devices, Inc.2,902US$1.15M0.26%
Home Depot, Inc. (the)3,207US$1.13M0.25%
Abbvie Inc.4,387US$1.1M0.24%
Caterpillar, Inc.1,009US$1.07M0.24%
Altria Group, Inc.14,868US$1.07M0.24%
Entergy Corporation8,848US$1.02M0.23%
Berkshire Hathaway Inc.2,025US$1.01M0.22%
Lockheed Martin Corporation1,967US$1M0.22%
Johnson & Johnson3,919US$995K0.22%
Parker-hannifin Corporation1,007US$985K0.22%
Progressive Corporation (the)4,362US$953K0.21%
Snap-on Incorporated2,252US$906K0.20%
Eli Lilly And Company705US$846K0.19%
Wec Energy Group, Inc.7,054US$824K0.18%
Northern Trust Corporation4,582US$797K0.18%
Coca-cola Company (the)9,482US$771K0.17%
Paychex, Inc.6,989US$687K0.15%
Nextera Energy, Inc.7,559US$663K0.15%
Kinder Morgan, Inc.20,493US$655K0.15%
Civista Bancshares, Inc.22,877US$646K0.14%
General Dynamics Corporation1,819US$645K0.14%
Verizon Communications Inc.15,187US$643K0.14%
Mastercard Incorporated1,153US$592K0.13%
Colgate-palmolive Company6,416US$588K0.13%
Meta Platforms, Inc.988US$557K0.12%
Illinois Tool Works Inc.2,024US$547K0.12%
Amgen Inc.1,490US$540K0.12%
Graco Inc.7,022US$531K0.12%
Costco Wholesale Corporation546US$510K0.11%
Edwards Lifesciences Corporation5,567US$504K0.11%
Martin Marietta Materials, Inc.861US$497K0.11%
Morgan Stanley2,239US$468K0.10%
Abbott Laboratories5,055US$459K0.10%
Broadridge Financial Solutions, Inc.3,341US$458K0.10%
Duke Energy Corporation (holding Company)3,240US$410K0.09%
Conocophillips3,854US$401K0.09%
Gilead Sciences, Inc.3,162US$399K0.09%
Masco Corporation4,884US$397K0.09%
Air Products And Chemicals, Inc.1,349US$395K0.09%
Walt Disney Company (the)4,102US$395K0.09%
At&t Inc.18,723US$388K0.09%
Starbucks Corporation3,622US$370K0.08%
Fidelity National Financial, Inc.7,766US$366K0.08%
Marriott International985US$365K0.08%
Tjx Companies, Inc. (the)2,401US$364K0.08%
Pfizer, Inc.14,856US$358K0.08%
Alliant Energy Corporation4,462US$340K0.08%
W.r. Berkley Corporation4,720US$333K0.07%
Broadcom Inc.877US$331K0.07%
Boeing Company (the)1,520US$329K0.07%
Ares Capital Corporation17,638US$327K0.07%
Nvidia Corporation1,604US$321K0.07%
Merck & Company, Inc.2,472US$318K0.07%
Cummins Inc.441US$315K0.07%
Charles Schwab Corporation (the)3,385US$312K0.07%
Intel Corporation2,196US$307K0.07%
Kla Corporation1,004US$303K0.07%
Amphenol Corporation1,707US$301K0.07%
Rtx Corporation1,562US$296K0.07%
3m Company1,792US$290K0.06%
Unitedhealth Group Incorporated688US$286K0.06%
United Parcel Service, Inc.2,635US$283K0.06%
U.s. Bancorp4,527US$273K0.06%
Bank Of America Corporation4,755US$271K0.06%
S&p Global Inc.662US$270K0.06%
L3harris Technologies, Inc.915US$266K0.06%
Netflix, Inc.3,700US$264K0.06%
Nordson Corporation865US$261K0.06%
Goldman Sachs Group, Inc. (the)256US$259K0.06%
Norfolk Southern Corporation819US$258K0.06%
Cognex Corporation3,435US$249K0.06%
Phillips 661,423US$241K0.05%
Advanced Micro Devices Inc411US$239K0.05%
Cloudflare, Inc.969US$238K0.05%
Ge Aerospace629US$235K0.05%
Lowe's Companies, Inc.1,045US$230K0.05%
Deere & Company358US$227K0.05%
Oracle Corporation1,494US$219K0.05%
Emerson Electric Company1,441US$206K0.05%
The Hershey Company1,170US$205K0.05%
Becton, Dickinson And Company1,339US$203K0.04%
Enterprise Products Partners L.p.5,460US$201K0.04%
Cheniere Energy, Inc.0US$00.00%

Every holding of CWS Financial Advisors, LLC

Source

View original at SEC

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