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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 16 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IDCC InterDigital Inc Technology 20.0 $6K 0.00% NEW $318.40 -17.3%
302 EA Electronic Arts Inc Communication Services 30.0 $6K 0.00% NEW $204.33 -1.6%
303 ICF iShares REIT 102.0 $6K 0.00% NEW $59.67 +14.9%
304 GEN Gen Digital Technology 223.0 $6K 0.00% NEW $27.19 -8.9%
305 POOL Pool Corp Industrials 26.0 $6K 0.00% NEW $228.73 -20.3%
306 SNEX StoneX Group Inc Financial Services 62.0 $6K 0.00% NEW $95.13 +19.7%
307 FLR Fluor Corp Industrials 148.0 $6K 0.00% NEW $39.63 +18.2%
308 TSLA Tesla Inc Consumer Cyclical 13.0 $6K 0.00% NEW $449.69 -3.6%
309 AVY Avery Dennison Corp Industrials 32.0 $6K 0.00% NEW $181.88 -12.1%
310 RBLX Roblox Technology 71.0 $6K 0.00% NEW $81.03 -43.2%
311 BKU BankUnited Financial Services 125.0 $6K 0.00% NEW $44.57 +5.9%
312 ATRO Astronics Corp Com Industrials 101.0 $5K 0.00% NEW $54.24 +55.7%
313 GPRE Green Plains Inc Basic Materials 558.0 $5K 0.00% NEW $9.80 +61.5%
314 HCSG Healthcare Services Group Inc Healthcare 285.0 $5K 0.00% NEW $19.12 +6.3%
315 DFSD Dimensional Short Duration 113.0 $5K 0.00% NEW $47.95 -0.3%
316 CHKP Check Point Software Technology 29.0 $5K 0.00% NEW $185.55 -29.4%
317 VRSN Verisign Inc Technology 22.0 $5K 0.00% NEW $242.95 +26.3%
318 HCC Warrior Met Coal Energy 60.0 $5K 0.00% NEW $88.17 +5.6%
319 UNH United Healthcare Corp Healthcare 16.0 $5K 0.00% NEW $330.12 +14.2%
320 MKTX MarketAxess Hldgs Inc Financial Services 29.0 $5K 0.00% NEW $181.24 -27.6%
Page 16 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%