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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 19 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SLM SLM Corporation Financial Services 139.0 $4K 0.00% NEW $27.06 -18.1%
362 ATR Aptargroup Inc Healthcare 30.0 $4K 0.00% NEW $121.97 -4.7%
363 RDN Radian Group Inc Financial Services 101.0 $4K 0.00% NEW $35.99 +0.9%
364 Apache Corp 142.0 $3K 0.00% NEW $24.46
365 DAL Delta Air Lines Inc Industrials 49.0 $3K 0.00% NEW $69.41 +9.7%
366 BYRN Byrna Tech Industrials 197.0 $3K 0.00% NEW $16.79 -67.0%
367 AJG Arthur J Gallagher & Co Financial Services 12.0 $3K 0.00% NEW $258.75 -20.9%
368 TENB Tenable Hldgs Technology 122.0 $3K 0.00% NEW $23.53 +8.1%
369 WCN Waste Connections Inc Industrials 16.0 $3K 0.00% NEW $175.38 -11.2%
370 WRB Berkeley WR Corp Financial Services 40.0 $3K 0.00% NEW $70.12 -3.7%
371 OSPN OneSpan Inc Technology 218.0 $3K 0.00% NEW $12.84 +2.2%
372 Lab Corp of America 11.0 $3K 0.00% NEW $250.91
373 IDHQ Invesco Intl Dev Quality 78.0 $3K 0.00% NEW $35.15 +14.6%
374 HDSN Hudson Technologies Inc Basic Materials 400.0 $3K 0.00% NEW $6.85 -26.1%
375 INN Summit Hotel Properties Real Estate 554.0 $3K 0.00% NEW $4.87 +14.8%
376 RJF Raymond James Financial Financial Services 16.0 $3K 0.00% NEW $160.56 -5.7%
377 MRK Merck & Co Inc Healthcare 24.0 $3K 0.00% NEW $105.25 +16.3%
378 ABBV Abbvie Inc Healthcare 11.0 $3K 0.00% NEW $228.45 -5.6%
379 AWK American Water Works Utilities 19.0 $2K 0.00% NEW $130.47 -4.0%
380 HAL Halliburton Company Energy 86.0 $2K 0.00% NEW $28.26 +46.8%
Page 19 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%