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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 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVGO BROADCOM INC Technology 877.0 $331K 0.07% +6.0 +0.7% $377.78 -5.6%
122 BA BOEING CO Industrials 1,520.0 $329K 0.07% +88.0 +6.2% $216.47 -2.5%
123 ARCC ARES CAPITAL CORP Financial Services 17,638.0 $327K 0.07% +3K +17.9% $18.53 +7.6%
124 NVDA NVIDIA CORPORATION Technology 1,604.0 $321K 0.07% +45.0 +2.9% $200.06 +6.5%
125 MRK MERCK & CO INC Healthcare 2,472.0 $318K 0.07% +246.0 +11.1% $128.50 +21.7%
126 CMI CUMMINS INC Industrials 441.0 $315K 0.07% +58.0 +15.1% $713.21 -19.7%
127 SCHW SCHWAB CHARLES CORP Financial Services 3,385.0 $312K 0.07% $92.26 +21.7%
128 INTC INTEL CORP Technology 2,196.0 $307K 0.07% NEW $139.65 -37.4%
129 KLAC KLA CORP Technology 1,004.0 $303K 0.07% NEW $301.71 -39.2%
130 ESGD ISHARES TR 2,930.0 $301K 0.07% +197.0 +7.2% $102.81 +4.8%
131 APH AMPHENOL CORP Technology 1,707.0 $301K 0.07% $176.30 -9.9%
132 RTX RTX CORPORATION Industrials 1,562.0 $296K 0.07% $189.72 +10.8%
133 IGRO ISHARES TR 3,367.0 $296K 0.07% $87.93 +6.1%
134 VYM VANGUARD WHITEHALL FDS 1,863.0 $294K 0.07% +329.0 +21.4% $158.00 +4.3%
135 MMM 3M CO Industrials 1,792.0 $290K 0.06% $161.95 +10.7%
136 SGOV ISHARES TR 2,862.0 $288K 0.06% NEW $100.67 -0.0%
137 UNH UNITEDHEALTH GROUP INC Healthcare 688.0 $286K 0.06% NEW $415.63 -4.6%
138 UPS UNITED PARCEL SVCS INC Industrials 2,635.0 $283K 0.06% $107.49 -2.2%
139 DFAU DIMENSIONAL ETF TRUST 5,361.0 $277K 0.06% +451.0 +9.2% $51.69 +2.6%
140 USB US BANCORP Financial Services 4,527.0 $273K 0.06% NEW $60.40 +3.3%
Page 7 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%