1y return+16.0%S&P 500 +20.9%
3y return+43.8%S&P 500 +68.5%
5y return+34.5%S&P 500 +74.5%
10y return+155.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $255 against $357 in the S&P 500.2
C M Bidwell & Associates LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $30.5M | 12.5% | +4.3% |
| BSVVanguard ST Bond ETF | $13.4M | 5.5% | −1.3% |
| IWMiShares Russell 2000 ETF | $9.8M | 4.0% | |
| VTIPVanguard ST TIPS ETF | $9.7M | 4.0% | +10.5% |
| VTIVanguard Ttl Mkt ETF | $9.7M | 4.0% | |
| SCHOSchwab ST Treas ETF | $8.8M | 3.6% | |
| GVIiShares Int Gov/Cr Bd ETF | $7.9M | 3.2% | +5.6% |
| IVViShares S&P 500 ETF | $7.8M | 3.2% | |
| VEAVanguard Dev Mkts ETF | $5.7M | 2.3% | +4.3% |
| ACWXiShares MSCI ACWI ex US ETF | $5.5M | 2.2% | +1.1% |
| ISTBiShares Core 1-5 Year USD Bond | $4.9M | 2.0% | |
| BNDVanguard Total Bnd ETF | $4.4M | 1.8% | +2.7% |
| DFA US Core Eq 2 ETFCUSIP 25434V708 | $4.2M | 1.7% | −1.5% |
| SCHXSchwab US Lg Cap ETF | $3.9M | 1.6% | +9.2% |
| SCHPSchwab US TIPS ETF | $3.9M | 1.6% | −1.4% |
| SCHBSchwab US Mkt ETF | $3.7M | 1.5% | |
| SCHASchwab US Sm Cap ETF | $3.5M | 1.4% | |
| BIVVanguard Int Bd ETF | $3.4M | 1.4% | +4.0% |
| DFAXDFA World ex US Core Eq 2 ETF | $3.4M | 1.4% | |
| SCHZSchwab US Agg ETF | $3.3M | 1.4% | +7.1% |
| SPYMSpdr S&p 500 Etf | $3.2M | 1.3% | +10.3% |
| VTEBVanguard Tax Exempt Bond ETF | $3.2M | 1.3% | |
| NVDANVidia Corp | $2.9M | 1.2% | +7.9% |
| GOOGLAlphabet Inc | $2.6M | 1.1% | +8.1% |
| SCHFSchwab Intl Equity ETF | $2.5M | 1.0% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVidia Corp | June 30, 2020 | +2006.7% | $2.9M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.5M |
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $1.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.5M |
| SPYMSpdr S&p 500 Etf | June 30, 2020 | +142.4% | $3.2M |
| VOOVanguard S&P 500 ETF | June 30, 2020 | +142.3% | $30.5M |
| SCHXSchwab US Lg Cap ETF | June 30, 2020 | +138.3% | $3.9M |
| SCHBSchwab US Mkt ETF | June 30, 2020 | +136.5% | $3.7M |
| VTIVanguard Ttl Mkt ETF | June 30, 2020 | +136.4% | $9.7M |
Sold off last quarter
- CHRWC H Robinson Worldwide was $399K
- AIZAssurant Inc was $281K
- MCDMcDonald's Corp was $253K
- ZTSZoetis Inc was $248K
- BBIOBridgeBio Pharma Inc was $202K
- NXTNextracker Inc was $151K
- USBUS Bancorp was $150K
- COOCooper Companies Inc was $126K
- QQnity Electronics was $115K
- ARQTArcutis Biotherapeutics was $95K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +5.0% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: C M Bidwell & Associates Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1091860&type=13F-HR&dateb=&owner=include&count=40CIK 1091860
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1091860/000109186026000007/Filed August 11, 2026 · accession 0001091860-26-000007