Institutional manager

CWM, LLC

Holds positions in 512 of the S&P 500, worth $10.5bn as reported for the quarter ended 31-mar-2026.

Positions held512of 488 index companies covered

Reported value$10.5bnS&P 500 positions only

Top ten weight33%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 512 held. The rest are smaller than every one of these.

Apple Inc.AAPL2.7m$693mInformation Technology NvidiaNVDA3.5m$606mInformation Technology MicrosoftMSFT1.2m$439mInformation Technology Alphabet Inc. (Class A)GOOGL1.4m$410mCommunication Services AmazonAMZN1.6m$337mConsumer Discretionary Berkshire HathawayBRK.B394,584$213mFinancials BroadcomAVGO667,208$207mInformation Technology WalmartWMT1.4m$176mConsumer Staples ExxonMobilXOM1.0m$175mEnergy Johnson & JohnsonJNJ692,270$169mHealth Care JPMorgan ChaseJPM550,203$162mFinancials Tesla, Inc.TSLA413,279$154mConsumer Discretionary Meta PlatformsMETA244,595$140mCommunication Services Lilly (Eli)LLY144,076$133mHealth Care Merck & Co.MRK1.0m$122mHealth Care Procter & GamblePG750,348$108mConsumer Staples AbbVieABBV464,400$101mHealth Care CiscoCSCO1.3m$100mInformation Technology Caterpillar Inc.CAT130,235$92mIndustrials Home Depot (The)HD261,911$86mConsumer Discretionary GE AerospaceGE297,986$85mIndustrials Chevron CorporationCVX398,906$83mEnergy Visa Inc.V269,729$82mFinancials CostcoCOST80,747$80mConsumer Staples Bristol Myers SquibbBMY1.3m$76mHealth Care IBMIBM311,283$75mInformation Technology Micron TechnologyMU219,439$74mInformation Technology VerizonVZ1.5m$73mCommunication Services Palantir TechnologiesPLTR483,215$71mInformation Technology Bank of AmericaBAC1.4m$69mFinancials AT&TT2.3m$66mCommunication Services PepsiCoPEP417,147$65mConsumer Staples TJX CompaniesTJX391,333$62mConsumer Discretionary Lockheed MartinLMT98,262$59mIndustrials PfizerPFE2.1m$59mHealth Care NetflixNFLX606,270$58mCommunication Services AmgenAMGN157,671$55mHealth Care Coca-Cola Company (The)KO728,893$55mConsumer Staples Regeneron PharmaceuticalsREGN66,400$51mHealth Care UnitedHealth GroupUNH184,507$50mHealth Care Comfort Systems USAFIX35,299$49mIndustrials Advanced Micro DevicesAMD235,276$48mInformation Technology Lam ResearchLRCX221,596$47mInformation Technology Gilead SciencesGILD332,096$46mHealth Care MastercardMA85,759$43mFinancials FedExFDX119,230$42mIndustrials BoeingBA212,048$42mIndustrials GE VernovaGEV47,707$42mIndustrials PG&E CorporationPCG2.4m$41mUtilities Edison InternationalEIX553,439$41mUtilities General DynamicsGD115,155$40mIndustrials Travelers Companies (The)TRV134,046$39mFinancials Union Pacific CorporationUNP161,092$39mIndustrials RTX CorporationRTX200,028$39mIndustrials BNY MellonBNY320,619$38mFinancials Wells FargoWFC474,640$38mFinancials PNC Financial ServicesPNC174,338$36mFinancials IntelINTC816,092$36mInformation Technology Chubb LimitedCB110,012$36mFinancials Oracle CorporationORCL242,179$36mInformation Technology

What this page is not

Positions in the companies this site covers, 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.