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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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BBSI BARRETT BUSINESS SVCS INC Industrials 10,135.0 $360K 0.16% -497.0 -4.7% $35.52 -4.8%
122 NMRK NEWMARK GROUP INC Real Estate 23,654.0 $357K 0.16% -1K -4.2% $15.11 -1.3%
123 BAC BANK OF AMER CORP Financial Services 5,855.0 $334K 0.15% -59.0 -1.0% $56.98 +10.6%
124 SCHP SCHWAB STRATEGIC TR 11,590.0 $307K 0.14% +222.0 +1.9% $26.50 -2.5%
125 PDP INVESCO EXCHANGE TRADED FD T 2,006.0 $304K 0.14% $151.73 -11.8%
126 CAT CATERPILLAR INC Industrials 283.0 $301K 0.13% -29.0 -9.3% $1064.90 -24.9%
127 TUA SIMPLIFY EXCHANGE TRADED FUN 14,691.0 $300K 0.13% $20.43 -1.5%
128 GQGU ADVISORS INNER CIRCLE FD III 11,806.0 $300K 0.13% +1K +12.7% $25.40 +3.1%
129 HAE HAEMONETICS CORP MASS Healthcare 3,888.0 $292K 0.13% -217.0 -5.3% $75.00 +37.1%
130 BERKSHIRE HATHAWAY INC DEL 580.0 $290K 0.13% -32.0 -5.2% $500.39
131 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,034.0 $290K 0.13% $57.62 +18.2%
132 USPH U S PHYSICAL THERAPY Healthcare 4,195.0 $288K 0.13% -207.0 -4.7% $68.68 +14.5%
133 VONG VANGUARD SCOTTSDALE FDS 2,168.0 $277K 0.12% +59.0 +2.8% $127.81 -0.6%
134 VONV VANGUARD SCOTTSDALE FDS 2,570.0 $273K 0.12% +42.0 +1.7% $106.31 +7.0%
135 INNOVATOR ETFS TRUST 8,532.0 $270K 0.12% -165.0 -1.9% $31.68
136 NUSC NUSHARES ETF TR 5,157.0 $269K 0.12% $52.12 -1.5%
137 JMST J P MORGAN EXCHANGE TRADED F 5,042.0 $257K 0.11% NEW $51.00 -0.3%
138 USB US BANCORP Financial Services 4,188.0 $253K 0.11% -189.0 -4.3% $60.40 +5.2%
139 GRNB VANECK ETF TRUST 10,462.0 $253K 0.11% $24.14 -1.7%
140 AMN AMN HEALTHCARE SVCS INC Healthcare 7,691.0 $249K 0.11% NEW $32.37 +3.2%
Page 7 of 8  ·  152 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%