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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 9 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GOOG Alphabet Inc Communication Services 522.0 $150K 0.07% +282.0 +117.5% $286.86 +32.3%
162 DFIV DFA Intl Value ETF 2,657.0 $140K 0.07% +277.0 +11.6% $52.78 +5.2%
163 TIP iShares TIPS Bond ETF 1,269.0 $140K 0.07% $110.38 +0.0%
164 ADI Analog Devices Inc Technology 437.0 $139K 0.07% NEW $318.14 +24.8%
165 IJH iShares Core S&P Mid-Cap ETF 1,980.0 $134K 0.06% $67.53 +8.8%
166 DFAT DFA US Trgt Val ETF 2,115.0 $132K 0.06% -84.0 -3.8% $62.45 +7.2%
167 PDN Invesco FTSE RAFI Dev Mkts ex- 2,975.0 $129K 0.06% $43.37 +7.2%
168 Cooper Companies Inc 1,756.0 $126K 0.06% +349.0 +24.8% $71.50
169 DFAS DFA US Small Cap ETF 1,720.0 $122K 0.06% $71.13 +9.0%
170 DUK Duke Energy Corporation Utilities 926.0 $121K 0.06% -15.0 -1.6% $130.94 -4.0%
171 FSLY Fastly Inc Technology 3,985.0 $116K 0.05% -1K -24.3% $29.06 -43.8%
172 Q Qnity Electronics Technology 996.0 $115K 0.05% $115.38 +36.0%
173 SCHG Schwab US LCap Grw ETF 3,907.0 $114K 0.05% $29.13 +18.0%
174 AA Alcoa Corp Basic Materials 1,714.0 $114K 0.05% -551.0 -24.3% $66.33 +7.6%
175 PARR Par Pacific Holdings Energy 1,767.0 $111K 0.05% -528.0 -23.0% $62.64 -6.1%
176 SEI Solaris Energy Infras Inc Energy 1,872.0 $106K 0.05% -578.0 -23.6% $56.51 +31.4%
177 SCHR Schwab Int Treasury ETF 3,940.0 $98K 0.05% NEW $24.91 -1.4%
178 ARQT Arcutis Biotherapeutics Healthcare 4,026.0 $95K 0.04% -1K -24.5% $23.56 -11.5%
179 Schwab Short-Term Bond 9,834.0 $95K 0.04% +97.0 +1.0% $9.62
180 CGAU Centerra Gold Basic Materials 5,224.0 $93K 0.04% -2K -24.6% $17.79 -7.4%
Page 9 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%