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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MET METLIFE INC Financial Services 6,389.0 $541K 0.24% -130.0 -2.0% $84.61 +17.3%
62 LMT LOCKHEED MARTIN CORP Industrials 1,056.0 $538K 0.24% -38.0 -3.5% $509.46 +4.6%
63 SHE SPDR SERIES TRUST 3,227.0 $498K 0.22% -32.0 -1.0% $154.42 +2.9%
64 ORCL ORACLE CORP Technology 2,859.0 $419K 0.19% -15.0 -0.5% $146.55 +5.1%
65 IEF ISHARES TR 4,386.0 $415K 0.18% -834.0 -16.0% $94.57 -2.4%
66 CCS CENTURY COMMUNITIES INC Consumer Cyclical 5,450.0 $391K 0.17% -285.0 -5.0% $71.66 -10.9%
67 FC FRANKLIN COVEY CO Industrials 15,797.0 $388K 0.17% -838.0 -5.0% $24.53 -25.0%
68 MMSI MERIT MED SYS INC Healthcare 5,484.0 $380K 0.17% -256.0 -4.5% $69.34 +27.7%
69 HRB BLOCK H & R INC Consumer Cyclical 9,798.0 $373K 0.17% -490.0 -4.8% $38.08 +34.2%
70 BBSI BARRETT BUSINESS SVCS INC Industrials 10,135.0 $360K 0.16% -497.0 -4.7% $35.52 -4.8%
71 NMRK NEWMARK GROUP INC Real Estate 23,654.0 $357K 0.16% -1K -4.2% $15.11 -1.3%
72 BAC BANK OF AMER CORP Financial Services 5,855.0 $334K 0.15% -59.0 -1.0% $56.98 +10.6%
73 CAT CATERPILLAR INC Industrials 283.0 $301K 0.13% -29.0 -9.3% $1064.90 -24.9%
74 HAE HAEMONETICS CORP MASS Healthcare 3,888.0 $292K 0.13% -217.0 -5.3% $75.00 +37.1%
75 BERKSHIRE HATHAWAY INC DEL 580.0 $290K 0.13% -32.0 -5.2% $500.39
76 USPH U S PHYSICAL THERAPY Healthcare 4,195.0 $288K 0.13% -207.0 -4.7% $68.68 +14.5%
77 INNOVATOR ETFS TRUST 8,532.0 $270K 0.12% -165.0 -1.9% $31.68
78 USB US BANCORP Financial Services 4,188.0 $253K 0.11% -189.0 -4.3% $60.40 +5.2%
79 TRNO TERRENO RLTY CORP Real Estate 3,579.0 $232K 0.10% -100.0 -2.7% $64.77 +1.6%
80 INNOVATOR ETFS TRUST 7,236.0 $228K 0.10% -70.0 -1.0% $31.45
Page 4 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%