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Portfolio (Quarterly) Guide ↗

C M BIDWELL & ASSOCIATES LTD

· CIK 0001091860
13F Portfolio $214M AUM 483 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 54 Added 87 Reduced 49 Exited
Page 10 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VIGI Vanguard Intl Div ETF 1,036.0 $92K 0.04% -112.0 -9.8% $88.46 +6.1%
182 DD DuPont de Nemours Inc Basic Materials 1,995.0 $91K 0.04% $45.80 +5.1%
183 FLEX Flex Ltd Technology 1,385.0 $91K 0.04% -452.0 -24.6% $65.46 +102.4%
184 PAHC Phibro Animal Health Healthcare 1,639.0 $91K 0.04% -496.0 -23.2% $55.31 -39.9%
185 BFH Bread Financial Financial Services 1,072.0 $80K 0.04% -313.0 -22.6% $74.89 +15.6%
186 URTH iShares MSCI World ETF 439.0 $79K 0.04% $180.06 +12.5%
187 XLE Energy Sctr SPDR ETF 1,278.0 $78K 0.04% $61.28 -2.9%
188 UNFI United Natural Foods Consumer Defensive 1,667.0 $75K 0.04% -518.0 -23.7% $45.06 +9.4%
189 Federated Hermes Inc 1,312.0 $74K 0.04% -427.0 -24.6% $56.71
190 MEDP Medpace Holdings Inc Healthcare 151.0 $73K 0.03% -50.0 -24.9% $480.19 -9.9%
191 COLB Columbia Banking System Financial Services 2,630.0 $72K 0.03% -822.0 -23.8% $27.43 +8.4%
192 CALY Callaway Golf Co Consumer Cyclical 5,173.0 $72K 0.03% -2K -24.6% $13.88 +10.8%
193 VAW Vanguard Materials ETF 313.0 $71K 0.03% +128.0 +69.2% $225.34 +1.1%
194 ANIP ANI Pharma Healthcare 916.0 $70K 0.03% -290.0 -24.1% $76.90 +7.6%
195 JXN Jackson Financial Financial Services 663.0 $70K 0.03% -188.0 -22.1% $105.72 +1.2%
196 ALKS Alkermes plc Healthcare 1,981.0 $70K 0.03% -649.0 -24.7% $35.36 +4.1%
197 PHIN Phinia Inc Consumer Cyclical 1,014.0 $69K 0.03% -330.0 -24.6% $68.44 +9.3%
198 FTDR FrontDoor Inc Consumer Cyclical 1,292.0 $68K 0.03% -412.0 -24.2% $52.86 +16.0%
199 ZION Zions Bancorp Financial Services 1,174.0 $68K 0.03% -381.0 -24.5% $57.62 +7.2%
200 DAR Darling Ingredients Consumer Defensive 1,090.0 $67K 0.03% NEW $61.85 -5.3%
Page 10 of 25  ·  483 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 33.0%
Industrials 12.2%
Communication Services 11.6%
Financial Services 11.3%
Consumer Cyclical 9.8%
Healthcare 7.7%
Energy 4.0%
Consumer Defensive 3.2%
Basic Materials 3.0%
Utilities 2.6%