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Portfolio (Quarterly) Guide ↗

CWC Advisors, LLC.

· CIK 0001520683
13F Portfolio $225M AUM 152 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 40 Added 83 Reduced 5 Exited
Page 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 6,227.0 $851K 0.38% -167.0 -2.6% $136.72 +17.6%
42 NJAN INNOVATOR ETFS TRUST 14,226.0 $840K 0.37% -144.0 -1.0% $59.02 +1.8%
43 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,470.0 $837K 0.37% -241.0 -4.2% $152.96 -24.1%
44 DHX DHI GROUP INC Industrials 222,616.0 $826K 0.37% -5K -2.0% $3.71 +19.3%
45 BROS DUTCH BROS INC Consumer Cyclical 11,045.0 $793K 0.35% -249.0 -2.2% $71.81 -35.9%
46 STRL STERLING INFRASTRUCTURE INC Industrials 940.0 $789K 0.35% -866.0 -48.0% $839.36 -42.1%
47 GD GENERAL DYNAMICS CORP Industrials 2,149.0 $761K 0.34% -15.0 -0.7% $354.24 +1.5%
48 WMT WALMART INC Consumer Defensive 6,554.0 $742K 0.33% -302.0 -4.4% $113.26 -5.0%
49 META META PLATFORMS INC Communication Services 1,305.0 $735K 0.33% -57.0 -4.2% $563.29 +8.5%
50 COLB COLUMBIA BKG SYS INC Financial Services 22,748.0 $729K 0.32% -742.0 -3.2% $32.05 -4.1%
51 LITE LUMENTUM HLDGS INC Technology 833.0 $715K 0.32% -63.0 -7.0% $858.06 +0.6%
52 EWW ISHARES INC 8,962.0 $675K 0.30% -303.0 -3.3% $75.27 +2.5%
53 FITB FIFTH THIRD BANCORP Financial Services 11,566.0 $652K 0.29% -921.0 -7.4% $56.37 -2.3%
54 BGC BGC GROUP INC Financial Services 59,897.0 $640K 0.28% -2K -3.3% $10.69 +12.9%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 682.0 $638K 0.28% -15.0 -2.1% $935.48 -2.0%
56 JLL JONES LANG LASALLE INC Real Estate 2,037.0 $631K 0.28% -107.0 -5.0% $309.95 +15.8%
57 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 47,525.0 $624K 0.28% -2K -3.2% $13.12 -3.6%
58 MTZ MASTEC INC Industrials 1,468.0 $611K 0.27% -2K -54.4% $416.06 -42.4%
59 MRK MERCK & CO INC Healthcare 4,753.0 $611K 0.27% -85.0 -1.8% $128.50 +17.4%
60 SYNA SYNAPTICS INC Technology 4,911.0 $610K 0.27% -168.0 -3.3% $124.23 -20.4%
Page 3 of 5  ·  83 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 35.7%
Financial Services 21.7%
Industrials 15.0%
Healthcare 7.4%
Consumer Cyclical 6.2%
Consumer Defensive 5.3%
Communication Services 3.3%
Energy 3.0%
Real Estate 1.3%
Utilities 1.0%