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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 22 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 Enviri Corporation 59.0 $1K NEW $17.92
422 MTCH Match Group Communication Services 32.0 $1K NEW $32.28 +10.9%
423 SE Sea Ltd Consumer Cyclical 8.0 $1K NEW $127.62 -31.6%
424 VLYPN Valley Natl Bancorp Financial Services 87.0 $1K NEW $11.68 +121.4%
425 EWZ iShares Brazil ETF 31.0 $985.0 NEW $31.77 +14.5%
426 CRSP CRISPR Therapeutics AG Healthcare 18.0 $944.0 NEW $52.44 -4.0%
427 CTVA Corteva Inc Basic Materials 14.0 $938.0 NEW $67.00 +18.7%
428 BTSG BrightSpring Health Services I Healthcare 25.0 $936.0 NEW $37.44 +56.3%
429 FTRE Fortrea Holdings Healthcare 54.0 $931.0 NEW $17.24 -23.3%
430 CGNT Cognyte Software Technology 99.0 $931.0 NEW $9.40 +7.4%
431 AEO American Eagle Consumer Cyclical 35.0 $923.0 NEW $26.37 -37.3%
432 DHC Diversified Healthcare Trust Real Estate 180.0 $873.0 NEW $4.85 +80.4%
433 BKD Brookdale Senior Living Healthcare 79.0 $852.0 NEW $10.78 +23.3%
434 MG Mistras Group, Inc Industrials 66.0 $835.0 NEW $12.65 +36.6%
435 CENX Century Alum Co Basic Materials 21.0 $823.0 NEW $39.19 +66.0%
436 VVX V2X, Inc Industrials 15.0 $818.0 NEW $54.53 +35.6%
437 TPC Tutor Perini Cp Industrials 12.0 $804.0 NEW $67.00 +8.6%
438 COMP Compass, Inc Technology 75.0 $793.0 NEW $10.57 -20.6%
439 PANL Pangaea Logistics Solutions, L Industrials 113.0 $777.0 NEW $6.88 +16.6%
440 EBC Eastern Bankshares, Inc Financial Services 42.0 $774.0 NEW $18.43 +7.7%
Page 22 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%