Cwm, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 5,201
Total Value: 23797124
Accession Number: 0001580642-25-002731
Form Type: 13F-HR
CIK: 0001535847
Manager Name: Cwm, LLC

Data Enrichment

71% identified

3,711 identified1,490 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

5,201 positions • $23,797.124K total value

5,201 positions

Manager:

SEC FilingSEC DataHachi Filing

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Palo Alto Networks Inc

PANW|697435105

59910(+40.8%)

Value:

$10.2M(+32.0%)

922908652

VXF|922908652

59209(+1.2%)

Value:

$10.2M(-8.2%)

Arista Networks, Inc.

ANET|040413205

130920(+66.1%)

Value:

$10.1M(+16.4%)

464288646

192626(-4.2%)

Value:

$10.1M(-2.9%)

VERISIGN INC/CA

VRSN|92343E102

39181(+103.4%)

Value:

$9.9M(+149.5%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

41683(-2.6%)

Value:

$9.9M(-16.8%)

78464A201

118871(+124.8%)

Value:

$9.9M(+106.5%)

56167N720

270834(-5.4%)

Value:

$9.8M(+0.9%)

46434V738

163052(-18.4%)

Value:

$9.8M(-9.1%)

37954Y889

145130(+11.2%)

Value:

$9.8M(+6.0%)

25434V815

347855(+292.2%)

Value:

$9.8M(+258.7%)

25434V500

163720(-4.7%)

Value:

$9.8M(-12.5%)

LOWES COMPANIES INC

LOW|548661107

41837(-16.4%)

Value:

$9.8M(-20.9%)

922908538

VOT|922908538

39864(+19.0%)

Value:

$9.8M(+14.7%)

46641Q167

153413(+23.6%)

Value:

$9.7M(+24.0%)

02072L102

224482(+17.8%)

Value:

$9.6M(+12.6%)

69344A107

192452(+15.6%)

Value:

$9.6M(+16.1%)

APPLIED MATERIALS INC /DE

AMAT|038222105

65494(+7.0%)

Value:

$9.5M(-4.5%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

30733(+7.3%)

Value:

$9.4M(+12.0%)

92189H409

183445(+2.8%)

Value:

$9.4M(+1.4%)

Instrument	Shares		Other Manager	Value
Palo Alto Networks Inc(PANWcusip697435105)	59.9K	QoQ +40.75% (+17.3K) YoY +258.97% (+43.2K)	All Managers (Combined)	$10.2M	QoQ +31.99% (+$2) YoY +115.58% (+$5)
(VXFcusip922908652)	59.2K	QoQ +1.19% (-698) YoY +10.37% (+5.6K)	All Managers (Combined)	$10.2M	QoQ -8.24% (-$1) YoY +8.47% (+$1)
Arista Networks, Inc.(ANETcusip040413205)	130.9K	QoQ +66.06% (+52.1K) YoY NEW(+130.9K)	All Managers (Combined)	$10.1M	QoQ +16.41% (+$1) YoY NEW(+$10)
(cusip464288646)✕	192.6K	QoQ -4.18% (-8.4K) YoY +56.73% (+69.7K)	All Managers (Combined)	$10.1M	QoQ -2.94% (-$0) YoY +60.07% (+$4)
Verisign Inc/Ca(VRSNcusip92343E102)	39.2K	QoQ +103.40% (+19.9K) YoY +1302.82% (+36.4K)	All Managers (Combined)	$9.9M	QoQ +149.48% (+$6) YoY +1780.34% (+$9)
Marriott International Inc /Md/(MARcusip571903202)	41.7K	QoQ -2.59% (-1.1K) YoY +442.74% (+34.0K)	All Managers (Combined)	$9.9M	QoQ -16.82% (-$2) YoY +412.33% (+$8)
(cusip78464A201)✕	118.9K	QoQ +124.78% (+66.0K) YoY +234.74% (+83.4K)	All Managers (Combined)	$9.9M	QoQ +106.48% (+$5) YoY +218.46% (+$7)
(cusip56167N720)✕	270.8K	QoQ -5.39% (-15.5K) YoY +0.53% (+1.4K)	All Managers (Combined)	$9.8M	QoQ +0.92% (-$0) YoY +30.77% (+$2)
(cusip46434V738)✕	163.1K	QoQ -18.43% (-36.9K) YoY -23.05% (-48.8K)	All Managers (Combined)	$9.8M	QoQ -9.10% (-$1) YoY -19.98% (-$2)
(cusip37954Y889)✕	145.1K	QoQ +11.21% (+14.6K) YoY +35.12% (+37.7K)	All Managers (Combined)	$9.8M	QoQ +6.03% (+$1) YoY +43.40% (+$3)
(cusip25434V815)✕	347.9K	QoQ +292.18% (+259.2K) YoY +5961.24% (+342.1K)	All Managers (Combined)	$9.8M	QoQ +258.68% (+$7) YoY +5560.11% (+$10)
(cusip25434V500)✕	163.7K	QoQ -4.67% (-8.0K) YoY -14.81% (-28.5K)	All Managers (Combined)	$9.8M	QoQ -12.48% (-$1) YoY -18.35% (-$2)
Lowes Companies Inc(LOWcusip548661107)	41.8K	QoQ -16.35% (-8.2K) YoY -19.88% (-10.4K)	All Managers (Combined)	$9.8M	QoQ -20.94% (-$3) YoY -26.64% (-$4)
(VOTcusip922908538)	39.9K	QoQ +18.96% (+6.4K) YoY +89.46% (+18.8K)	All Managers (Combined)	$9.8M	QoQ +14.68% (+$1) YoY +96.57% (+$5)
(cusip46641Q167)✕	153.4K	QoQ +23.55% (+29.2K) YoY +96.15% (+75.2K)	All Managers (Combined)	$9.7M	QoQ +24.02% (+$2) YoY +108.11% (+$5)
(cusip02072L102)✕	224.5K	QoQ +17.80% (+33.9K) YoY +208.78% (+151.8K)	All Managers (Combined)	$9.6M	QoQ +12.55% (+$1) YoY +193.05% (+$6)
(cusip69344A107)✕	192.5K	QoQ +15.64% (+26.0K) YoY +1656.58% (+181.5K)	All Managers (Combined)	$9.6M	QoQ +16.06% (+$1) YoY +1656.14% (+$9)
Applied Materials Inc /De(AMATcusip038222105)	65.5K	QoQ +6.98% (-4.3K) YoY +65.63% (+26.0K)	All Managers (Combined)	$9.5M	QoQ -4.53% (-$0) YoY +16.55% (+$1)
Automatic Data Processing Inc(ADPcusip053015103)	30.7K	QoQ +7.32% (+2.1K) YoY +68.89% (+12.5K)	All Managers (Combined)	$9.4M	QoQ +12.02% (+$1) YoY +106.64% (+$5)
(cusip92189H409)✕	183.4K	QoQ +2.80% (+5.0K) YoY -15.87% (-34.6K)	All Managers (Combined)	$9.4M	QoQ +1.36% (+$0) YoY -17.61% (-$2)