C M BIDWELL & ASSOCIATES LTD

CIK: 0001091860SEC EDGAR →

Portfolio Value

$211.8M

Holdings

484

As of

Q4 2025

New Positions

90

Closed Positions

49

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Vanguard S&P 500 ETF

42,538$26.7M
12.60%
2

Vanguard ST Bond ETF

162,416$12.8M
6.04%
3

Vanguard Ttl Mkt ETF

25,298$8.5M
4.00%
4

Vanguard ST TIPS ETF

162,364$8.0M
3.79%
5

iShares Russell 2000 ETF

32,610$8.0M
3.79%
6

iShares Int Gov/Cr Bd ETF

69,723$7.5M
3.53%
7

Schwab ST Treas ETF

298,619$7.3M
3.44%
8

iShares S&P 500 ETF

10,331$7.1M
3.34%
9

iShares Core 1-5 Year USD Bond

99,688$4.9M
2.29%
10

iShares MSCI ACWI ex US ETF

71,192$4.8M
2.26%

Quarterly Changes

Top Buys

SCHO↑ Increased
$718K
NFLX↑ Increased
$578K
TPRNEW
$353K
SCHZ↑ Increased
$349K
ELNEW
$323K

Top Sells

RCL↓ Decreased
$643K
SPYM↓ Decreased
$531K
GOOGL↓ Decreased
$399K
COIN↓ Decreased
$358K
TMUSCLOSED
$304K

New Positions (53)

$353K · 3K shares
$323K · 3K shares
$313K · 5K shares
$304K · 1K shares
$303K · 2K shares
$300K · 6K shares
$297K · 4K shares
$250K · 6K shares
$152K · 1K shares
$133K · 8K shares
$120K · 2K shares
$115K · 1K shares
$99K · 7K shares
$88K · 2K shares
$87K · 5K shares
$85K · 5K shares
$84K · 2K shares
$82K · 13K shares
$81K · 996 shares
$80K · 7K shares
$79K · 4K shares
$73K · 3K shares
$53K · 5K shares
$5K · 93 shares
$5K · 301 shares
$5K · 48 shares
$5K · 101 shares
$5K · 60 shares
$4K · 459 shares
$4K · 153 shares
$4K · 255 shares
$4K · 58 shares
$4K · 161 shares
$3K · 294 shares
CommScope Holding
$1K · 61 shares
$1K · 87 shares
$1K · 215 shares
$0 · 113 shares
$0 · 21 shares
$0 · 75 shares
$0 · 66 shares
$0 · 37 shares
$0 · 15 shares
$0 · 42 shares
$0 · 54 shares
$0 · 105 shares
$0 · 74 shares
$0 · 101 shares
$0 · 92 shares
$0 · 300 shares
$0 · 15 shares
$0 · 144 shares
$0 · 80 shares

Closed Positions (57)

$304K · 1K shares
$300K · 1K shares
$263K · 541 shares
$217K · 2K shares
$176K · 2K shares
$168K · 2K shares
$159K · 2K shares
$148K · 5K shares
$133K · 352 shares
$120K · 282 shares
$97K · 3K shares
$90K · 5K shares
$88K · 595 shares
$86K · 2K shares
$84K · 697 shares
$83K · 3K shares
$81K · 2K shares
$80K · 2K shares
$76K · 1K shares
$69K · 2K shares
$62K · 488 shares
$55K · 765 shares
$49K · 545 shares
$17K · 47 shares
$16K · 71 shares
$15K · 30 shares
$15K · 30 shares
$13K · 200 shares
$10K · 105 shares
$8K · 416 shares
$7K · 599 shares
$7K · 116 shares
$5K · 244 shares
$5K · 263 shares
$4K · 310 shares
$4K · 80 shares
$4K · 151 shares
$4K · 147 shares
$4K · 153 shares
$3K · 361 shares
$2K · 99 shares
$2K · 26 shares
$1K · 82 shares
$944 · 61 shares
$925 · 265 shares
$832 · 130 shares
$824 · 214 shares
$741 · 35 shares
$730 · 20 shares
$705 · 41 shares
$676 · 290 shares
$673 · 93 shares
$663 · 35 shares
$651 · 65 shares
$617 · 42 shares
$539 · 57 shares
$483 · 71 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services165$174.1M82.3%
Technology74$13.8M6.5%
Consumer Cyclical33$4.6M2.2%
Communication Services15$4.6M2.2%
Industrials48$3.9M1.8%
Unknown28$3.3M1.5%
Healthcare47$2.9M1.4%
Energy24$1.1M0.5%
Consumer Defensive16$908K0.4%
Basic Materials17$882K0.4%
Real Estate10$727K0.3%
Utilities7$717K0.3%