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Home > Institutional Investor > C M Bidwell & Associates Ltd > Profile

Instuitional Investor - C M Bidwell & Associates Ltd

Fund Profile
Filing Period:
Fund Name: C M Bidwell & Associates Ltd
Portfolio Value $244,629,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 44,369 $30,473,073 12.46%
2.
Vanguard Bond Index Funds
 BND 172,159 $13,412,901 5.48%
3.
Ishares Trust
 IEF 32,734 $9,834,930 4.02%
4.
Vanguard St Tips Etf
 193,848 $9,736,980 3.98%
5.
Vanguard Ttl Mkt Etf
 26,176 $9,686,062 3.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.