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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 12 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLE Energy Sctr SPDR ETF 1,277.0 $57K 0.03% NEW $44.71 +29.4%
222 IVW iShares S&P 500 Growth 452.0 $56K 0.03% NEW $123.26 +12.2%
223 DFSI DFA Intl Sus Core 1,300.0 $56K 0.03% NEW $42.84 +6.8%
224 ESGE iShares ESG EM ETF 1,249.0 $55K 0.03% NEW $44.17 +23.5%
225 PLTR Palantir Technologies Technology 303.0 $54K 0.03% NEW $177.75 -23.2%
226 FSLY Fastly Inc Technology 5,263.0 $54K 0.03% NEW $10.18 +72.9%
227 STIP iShares Brc 0 - 5 Yr Tip 515.0 $53K 0.03% NEW $102.39 +1.0%
228 DFIS DFA Intl Sm Cap ETF 1,600.0 $53K 0.03% NEW $32.94 +11.7%
229 JNJ Johnson & Johnson Healthcare 245.0 $51K 0.02% NEW $206.95 +11.2%
230 DFEV DFA EM Value ETF 1,458.0 $49K 0.02% NEW $33.74 +27.5%
231 VOT Vanguard Mid-Cap Growth ETF 173.0 $48K 0.02% NEW $279.14 +5.4%
232 PXH Invesco FTSE EM ETF 1,824.0 $47K 0.02% NEW $25.81 +13.2%
233 VTES Vanguard Short Term Muni 443.0 $45K 0.02% NEW $101.58 -0.5%
234 DES WisdomTree US Small Cap Div ET 1,278.0 $43K 0.02% NEW $33.45 +16.3%
235 ODFL Old Dominion Freight Industrials 264.0 $41K 0.02% NEW $156.80 +38.1%
236 VAW Vanguard Materials ETF 185.0 $38K 0.02% NEW $207.55 +11.7%
237 IJR iShares Core Sm Cap ETF 291.0 $35K 0.02% NEW $120.18 +16.2%
238 SCZ iShares MSCI Small Cap Idx ETF 451.0 $35K 0.02% NEW $77.53 +11.4%
239 CPRT Copart Inc Industrials 872.0 $34K 0.02% NEW $39.15 -15.1%
240 DFSE DFA Emg Mkts Sus Core 800.0 $33K 0.02% NEW $41.48 +20.5%
Page 12 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%