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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 20 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LMT Lockheed Martin Industrials 5.0 $2K 0.00% NEW $483.60 +10.0%
382 F Ford Motor Co Consumer Cyclical 182.0 $2K 0.00% NEW $13.14 +15.6%
383 VLO Valero Energy Corp Energy 14.0 $2K 0.00% NEW $162.79 +52.0%
384 BMY Bristol Myers Squibb Healthcare 42.0 $2K 0.00% NEW $53.93 +8.3%
385 CMCSA Comcast Corp A Communication Services 74.0 $2K 0.00% NEW $29.89 -16.1%
386 FITB Fifth Third Bank Financial Services 47.0 $2K 0.00% NEW $46.81 +6.5%
387 XOM Exxon Mobil Corp Energy 18.0 $2K 0.00% NEW $120.33 +26.0%
388 ENB Enbridge Inc Energy 45.0 $2K 0.00% NEW $47.82 +19.0%
389 ADM Archer Daniels Midland Consumer Defensive 37.0 $2K 0.00% NEW $57.49 +37.1%
390 SLB Schlumberger Energy 55.0 $2K 0.00% NEW $38.38 +51.9%
391 SNA Snap On Inc Industrials 6.0 $2K 0.00% NEW $344.67 +7.3%
392 PKG Packaging Corp of America Consumer Cyclical 10.0 $2K 0.00% NEW $206.20 +5.0%
393 RF Regions Finl Corp Financial Services 76.0 $2K 0.00% NEW $27.11 +3.7%
394 KO Coca-Coca Company Consumer Defensive 29.0 $2K 0.00% NEW $69.90 +15.3%
395 PEP Pepsico Inc Consumer Defensive 14.0 $2K 0.00% NEW $143.50 +2.6%
396 UPS United Parcel Service Industrials 20.0 $2K 0.00% NEW $99.20 +2.6%
397 CVX Chevron Corporation Energy 13.0 $2K 0.00% NEW $152.38 +23.0%
398 AMGN Amgen Incorporated Healthcare 6.0 $2K 0.00% NEW $327.33 +3.4%
399 VZ Verizon Comm Inc Communication Services 47.0 $2K 0.00% NEW $40.72 +18.6%
400 COP ConocoPhillips Energy 20.0 $2K 0.00% NEW $93.60 +26.5%
Page 20 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%