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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 9 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 O Realty Income Corp Real Estate 2,512.0 $142K 0.07% NEW $56.37 +10.0%
162 TIP iShares TIPS Bond ETF 1,269.0 $140K 0.07% NEW $109.93 +0.4%
163 CVE Cenovus Energy Energy 7,862.0 $133K 0.06% NEW $16.92 +77.6%
164 DFAT DFA US Targeted Value 2,199.0 $131K 0.06% NEW $59.54 +12.4%
165 IJH iShares Core S&P Mid-Cap ETF 1,980.0 $131K 0.06% NEW $66.00 +11.4%
166 SCHG Schwab US LCap Grw ETF 3,912.0 $128K 0.06% NEW $32.62 +5.4%
167 PDN Invesco FTSE RAFI Dev Mkts ex- 2,975.0 $126K 0.06% NEW $42.19 +10.2%
168 AA Alcoa Corp Basic Materials 2,265.0 $120K 0.06% NEW $53.14 +34.3%
169 DFAS DFA US Small Cap ETF 1,720.0 $120K 0.06% NEW $69.67 +11.3%
170 DFIV DFA Intl Value ETF 2,380.0 $119K 0.06% NEW $49.90 +11.3%
171 Cooper Companies Inc 1,407.0 $115K 0.05% NEW $81.96
172 COIN Coinbase Global Financial Services 509.0 $115K 0.05% NEW $226.14 -18.2%
173 MEDP Medpace Holdings Inc Healthcare 201.0 $113K 0.05% NEW $561.65 -22.9%
174 SEI Solaris Energy Infras Inc Energy 2,450.0 $113K 0.05% NEW $45.97 +61.6%
175 FLEX Flex Ltd Technology 1,837.0 $111K 0.05% NEW $60.42 +119.2%
176 DUK Duke Energy Corporation Utilities 941.0 $110K 0.05% NEW $117.21 +7.2%
177 VIGI Vanguard Intl Div ETF 1,148.0 $105K 0.05% NEW $91.45 +2.7%
178 BFH Bread Financial Financial Services 1,385.0 $103K 0.05% NEW $74.03 +17.0%
179 LYFT Lyft Inc Technology 5,290.0 $102K 0.05% NEW $19.37 -28.2%
180 CGAU Centerra Gold Basic Materials 6,925.0 $100K 0.05% NEW $14.37 +14.6%
Page 9 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%