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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 10 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FTDR FrontDoor Inc Consumer Cyclical 1,704.0 $98K 0.05% NEW $57.69 +8.1%
182 COLB Columbia Banking System Financial Services 3,452.0 $96K 0.05% NEW $27.95 +7.6%
183 ANIP ANI Pharma Healthcare 1,206.0 $95K 0.04% NEW $78.94 +3.1%
184 Schwab Short-Term Bond 9,737.0 $94K 0.04% NEW $9.70
185 ZION Zions Bancorp Financial Services 1,555.0 $91K 0.04% NEW $58.54 +6.1%
186 JXN Jackson Financial Financial Services 851.0 $91K 0.04% NEW $106.65 -0.4%
187 Federated Hermes Inc 1,739.0 $91K 0.04% NEW $52.07
188 LNC Lincoln National Corp Financial Services 1,985.0 $88K 0.04% NEW $44.53 -19.6%
189 FNB FNB Corp Financial Services 5,105.0 $87K 0.04% NEW $17.10 +3.1%
190 GTX Garrett Motion Consumer Cyclical 4,910.0 $86K 0.04% NEW $17.43 +94.5%
191 ZWS Zurn Elkay Water Industrials 1,821.0 $85K 0.04% NEW $46.49 +3.2%
192 PHIN Phinia Inc Consumer Cyclical 1,344.0 $84K 0.04% NEW $62.69 +22.6%
193 AQN Algonquin Power Utilities Utilities 13,490.0 $83K 0.04% NEW $6.15 -2.1%
194 MMS Maximus Inc Industrials 954.0 $82K 0.04% NEW $86.32 -29.4%
195 URTH iShares MSCI World ETF 439.0 $82K 0.04% NEW $185.81 +9.8%
196 Q Qnity Electronics Technology 996.0 $81K 0.04% NEW $81.65 +101.6%
197 RITM Rithm Capital Corp Real Estate 7,445.0 $81K 0.04% NEW $10.90 -15.0%
198 PARR Par Pacific Holdings Energy 2,295.0 $81K 0.04% NEW $35.14 +60.5%
199 SKYW SkyWest Inc Industrials 803.0 $81K 0.04% NEW $100.41 -13.6%
200 DD DuPont de Nemours Inc Basic Materials 1,995.0 $80K 0.04% NEW $40.20 +23.0%
Page 10 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%