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Portfolio (Quarterly) Guide ↗

CWS Financial Advisors, LLC

· CIK 0001802459
13F Portfolio $451M AUM 171 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 75 Added 25 Reduced 3 Exited
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 1,009.0 $1.1M 0.24% $1064.90 -23.8%
62 MO ALTRIA GROUP INC Consumer Defensive 14,868.0 $1.1M 0.24% $71.95 -5.4%
63 GOOG ALPHABET INC 2,878.0 $1.0M 0.23% +329.0 +12.9% $353.38
64 ENTERGY CORP NEW 8,848.0 $1.0M 0.23% +1K +16.2% $114.86
65 BERKSHIRE HATHAWAY INC DEL 2,025.0 $1.0M 0.23% +43.0 +2.2% $500.39
66 CB CHUBB LIMITED Financial Services 2,945.0 $1.0M 0.22% +370.0 +14.4% $340.78 +0.7%
67 LMT LOCKHEED MARTIN CORP Industrials 1,967.0 $1.0M 0.22% -36.0 -1.8% $509.56 +9.2%
68 JNJ JOHNSON & JOHNSON Healthcare 3,919.0 $995K 0.22% -45.0 -1.1% $253.98 +7.5%
69 PH PARKER-HANNIFIN CORP Industrials 1,007.0 $985K 0.22% $978.22 +3.9%
70 PGR PROGRESSIVE CORP Financial Services 4,362.0 $953K 0.21% +286.0 +7.0% $218.45 +1.7%
71 SNA SNAP ON INC Industrials 2,252.0 $906K 0.20% +438.0 +24.1% $402.36 -1.9%
72 VEA VANGUARD TAX-MANAGED FDS 11,900.0 $848K 0.19% -740.0 -5.8% $71.25 +3.6%
73 LLY ELI LILLY & CO Healthcare 705.0 $846K 0.19% -53.0 -7.0% $1200.04 +2.8%
74 WEC WEC ENERGY GROUP INC Utilities 7,054.0 $824K 0.18% +999.0 +16.5% $116.76 -8.6%
75 NTRS NORTHERN TR CORP Financial Services 4,582.0 $797K 0.18% +585.0 +14.6% $173.84 +7.5%
76 CGCP CAPITAL GRP FIXED INCM ETF T 34,642.0 $772K 0.17% +281.0 +0.8% $22.29 -0.7%
77 IVW ISHARES TR 5,612.0 $772K 0.17% $137.52 +0.9%
78 KO COCA COLA CO Consumer Defensive 9,482.0 $771K 0.17% +1K +11.8% $81.27 +12.8%
79 BND VANGUARD BD INDEX FDS 10,416.0 $765K 0.17% -1K -11.7% $73.41 -1.0%
80 GLD SPDR GOLD TR Financial Services 2,027.0 $747K 0.17% $368.38 +16.2%
Page 4 of 9  ·  171 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
Healthcare 44.4%
Technology 18.1%
Financial Services 15.0%
Industrials 5.9%
Consumer Defensive 5.6%
Consumer Cyclical 3.3%
Communication Services 2.3%
Utilities 2.1%
Energy 2.1%
Basic Materials 1.1%