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Home > Institutional Investor > Cwm Advisors, Llc > 13F Holdings

Instuitional Investor - Cwm Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 285,495 $107,845,917 4.43%
2.
Caterpillar Inc
 CAT 67,536 $71,918,650 2.95%
3.
Kla Corp
 KLAC 232,671 $70,199,167 2.88%
4.
Amphenol Corp
 APH 933,868 $41,164,901 1.69%
5.
Arista Networks Inc.
 ANET 203,686 $34,602,178 1.42%
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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