Institutional manager
CWM, LLC
Holds positions in 488 of the S&P 500, worth $16.1bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$16.1bnS&P 500 positions only
Top ten weight54%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT99.0m$5.39bnFinancialsApple Inc.AAPL2.7m$693mInformation TechnologyNvidiaNVDA3.5m$606mInformation TechnologyMicrosoftMSFT1.2m$439mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.4m$410mCommunication ServicesAmazonAMZN1.6m$337mConsumer DiscretionaryInvescoIVZ787,453$290mFinancialsBerkshire HathawayBRK.B394,584$213mFinancialsBroadcomAVGO667,208$207mInformation TechnologyWalmartWMT1.4m$176mConsumer StaplesExxonMobilXOM1.0m$175mEnergyJohnson & JohnsonJNJ692,270$169mHealth CareJPMorgan ChaseJPM550,203$162mFinancialsTesla, Inc.TSLA413,279$154mConsumer DiscretionaryMeta PlatformsMETA244,595$140mCommunication ServicesLilly (Eli)LLY144,076$133mHealth CareMerck & Co.MRK1.0m$122mHealth CareGoldman SachsGS1.7m$118mFinancialsProcter & GamblePG750,348$108mConsumer StaplesAbbVieABBV464,400$101mHealth CareCiscoCSCO1.3m$100mInformation TechnologyCaterpillar Inc.CAT130,235$92mIndustrialsHome Depot (The)HD261,911$86mConsumer DiscretionaryGE AerospaceGE297,986$85mIndustrialsChevron CorporationCVX398,906$83mEnergyVisa Inc.V269,729$82mFinancialsCostcoCOST80,747$80mConsumer StaplesBristol Myers SquibbBMY1.3m$76mHealth CareIBMIBM311,283$75mInformation TechnologyMicron TechnologyMU219,439$74mInformation TechnologyVerizonVZ1.5m$73mCommunication ServicesPalantir TechnologiesPLTR483,215$71mInformation TechnologyBank of AmericaBAC1.4m$69mFinancialsAT&TT2.3m$66mCommunication ServicesPepsiCoPEP417,147$65mConsumer StaplesTJX CompaniesTJX391,333$62mConsumer DiscretionaryLockheed MartinLMT98,262$59mIndustrialsPfizerPFE2.1m$59mHealth CareNetflixNFLX606,270$58mCommunication ServicesBNY MellonBNY756,704$57mFinancialsAmgenAMGN157,671$55mHealth CareCoca-Cola Company (The)KO728,893$55mConsumer StaplesRegeneron PharmaceuticalsREGN66,400$51mHealth CareUnitedHealth GroupUNH184,507$50mHealth CareComfort Systems USAFIX35,299$49mIndustrialsAdvanced Micro DevicesAMD235,276$48mInformation TechnologyLam ResearchLRCX221,596$47mInformation TechnologyGilead SciencesGILD332,096$46mHealth CareMastercardMA85,759$43mFinancialsFedExFDX119,230$42mIndustrialsBoeingBA212,048$42mIndustrialsGE VernovaGEV47,707$42mIndustrialsPG&E CorporationPCG2.4m$41mUtilitiesEdison InternationalEIX553,439$41mUtilitiesGeneral DynamicsGD115,155$40mIndustrialsTravelers Companies (The)TRV134,046$39mFinancialsUnion Pacific CorporationUNP161,092$39mIndustrialsRTX CorporationRTX200,028$39mIndustrialsWells FargoWFC475,184$38mFinancialsPNC Financial ServicesPNC174,338$36mFinancials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.