StockDriftsStockDriftsTop 50 C M Bidwell & Associates LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 12.46% | 44.4K | $30.5M | +4.33%(+1.84K) | $520.15(+36.70%) | 2026-06-30 | |
| BSV | Vanguard ST Bond ETF | 5.48% | 172.2K | $13.4M | -1.28%(-2.22K) | $77.66(-0.20%) | 2026-06-30 | |
| IWM | iShares Russell 2000 ETF | 4.02% | 32.7K | $9.8M | +0.38%(+124) | $198.86(+51.56%) | 2026-06-30 | |
| VTIP | Vanguard ST TIPS ETF | 3.98% | 193.8K | $9.7M | +10.54%(+18.48K) | $49.95(-0.52%) | 2026-06-30 | |
| VTI | Vanguard Ttl Mkt ETF | 3.96% | 26.2K | $9.7M | +0.62%(+160) | $170.32(+124.31%) | 2026-06-30 | |
| SCHO | Schwab ST Treas ETF | 3.61% | 366.1K | $8.8M | +0.09%(+325) | $24.36(-1.23%) | 2026-06-30 | |
| GVI | iShares Int Gov/Cr Bd ETF | 3.21% | 74.1K | $7.9M | +5.61%(+3.94K) | $111.09(-5.23%) | 2026-06-30 | |
| IVV | iShares S&P 500 ETF | 3.18% | 10.4K | $7.8M | +0.50%(+52) | $590.01(+31.75%) | 2026-06-30 | |
| VEA | Vanguard Dev Mkts ETF | 2.34% | 80.2K | $5.7M | +4.29%(+3.30K) | $46.15(+58.15%) | 2026-06-30 | |
| ACWX | iShares MSCI ACWI ex US ETF | 2.24% | 72.0K | $5.5M | +1.07%(+765) | $56.09(+38.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.78% | +4.53% | +24.78% |
| Top 20 Holdings Unweighted | +10.66% | +35.51% | +4.50% | +24.59% |
C M Bidwell & Associates LTD reports $244.63M in US-listed equity holdings across 494 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.5%), BSV (5.5%) and IWM (4.0%). The top 20 holdings account for 60.25% of reported assets. Its disclosed equity book has returned +35.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from C M Bidwell & Associates LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1091860). View C M Bidwell & Associates LTD’s 13F filings on SEC