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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 13 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MDLZ Mondelez Intl Inc Consumer Defensive 607.0 $33K 0.01% NEW $53.83 +15.0%
242 HOOD Robinhood Markets Financial Services 272.0 $31K 0.01% NEW $113.10 -33.7%
243 FDX FedEx Corp Industrials 100.0 $29K 0.01% NEW $288.86 +38.1%
244 CRS Carpenter Technology Industrials 91.0 $29K 0.01% NEW $314.84 +42.7%
245 SCHY Schwab Intl Div ETF 960.0 $29K 0.01% NEW $29.82 +8.9%
246 TDY Teledyne Technologies Technology 53.0 $27K 0.01% NEW $510.74 +23.7%
247 FDN First Trust Internet 100.0 $27K 0.01% NEW $269.18 +1.8%
248 PRI Primerica Inc Financial Services 103.0 $27K 0.01% NEW $258.36 +8.3%
249 IWD iShares Russell 1000 Value ETF 124.0 $26K 0.01% NEW $210.34 +13.1%
250 COST Costco Wholesale Corp Consumer Defensive 30.0 $26K 0.01% NEW $862.33 +16.0%
251 PRF Powershares RAFI US 1000 ETF 545.0 $26K 0.01% NEW $46.92 +14.0%
252 NET Cloudflare Inc Technology 121.0 $24K 0.01% NEW $197.15 +10.9%
253 SDG iShares MSCI Global Impact 266.0 $22K 0.01% NEW $84.23 +8.6%
254 IXN iShares Global Tech ETF 210.0 $22K 0.01% NEW $105.00 +32.7%
255 STLD Steel Dynamics Basic Materials 128.0 $22K 0.01% NEW $169.45 +46.7%
256 AMD Advance Micro Devices Technology 100.0 $21K 0.01% NEW $214.16 +129.0%
257 PANW Palo Alto Networks Technology 108.0 $20K 0.01% NEW $184.20 +40.7%
258 DVY iShares Select Dividend 140.0 $20K 0.01% NEW $141.14 +10.0%
259 HD Home Depot Inc Consumer Cyclical 56.0 $19K 0.01% NEW $344.11 -10.0%
260 QQQ Invesco QQQ Financial Services 30.0 $18K 0.01% NEW $614.30 +18.6%
Page 13 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%