StockDriftsStockDriftsTop 50 Cpwm, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PCAR | Paccar Inc | 14.22% | 1.80M | $151K | — | — | — | 2022-09-30 |
| MSFT | Microsoft Corp | 7.42% | 338.3K | $79K | — | — | — | 2022-09-30 |
| AAPL | Apple Inc | 6.1% | 468.9K | $65K | — | — | — | 2022-09-30 |
| AMZN | Amazon.com Inc | 3.5% | 328.7K | $37K | — | — | — | 2022-09-30 |
| DFAC | DFA US Core Equity II | 3.31% | 1.58M | $35K | — | — | — | 2022-09-30 |
| SBUX | Starbucks Corp | 3.3% | 416.5K | $35K | — | — | — | 2022-09-30 |
| VIG | Vanguard Specialized Portfolios Div Appr | 2.82% | 221.5K | $30K | — | — | — | 2022-09-30 |
| IWF | iShares Russell 1000 Growth Index | 2.44% | 123.1K | $26K | — | — | — | 2022-09-30 |
| SPY | SPDR S&P 500 Index | 2.39% | 71.1K | $25K | — | — | — | 2022-09-30 |
| DFUV | DFA Tax-Managed US Marketwide Value II | 1.77% | 633.1K | $19K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Cpwm, Llc reports $1.06M in US-listed equity holdings across 333 positions in its most recent 13F filing. Its largest disclosed positions are PCAR (14.2%), MSFT (7.4%) and AAPL (6.1%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Cpwm, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697457). View Cpwm, Llc’s 13F filings on SEC