Institutional Fund
C M Bidwell & Associates Ltd
Honolulu, HICIK 10918605 filings on record
Portfolio Value
$214.14M
Q1 2026
Holdings
483
Reported positions
New Buys
48
Opened this quarter
QoQ Change
+1.1%
from $211.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.9%
- Vanguard Bd Index Fds6.4%
- Schwab Strategic Tr4.1%
- Vanguard Malvern Fds4.1%
- Vanguard Index Fds3.9%
- Ishares Tr3.8%
- Other65.8%
Portfolio Holdings
483 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 42.5K | $25.41M | 11.9% | −9 | Reduced |
| 2 | Vanguard Bd Index Fds | 174.4K | $13.67M | 6.4% | +12.0K | Added |
| 3 | Schwab Strategic Tr | 365.8K | $8.88M | 4.1% | +67.2K | Added |
| 4 | Vanguard Malvern Fds | 175.4K | $8.76M | 4.1% | +13.0K | Added |
| 5 | Vanguard Index Fds | 26.0K | $8.35M | 3.9% | +718 | Added |
| 6 | Ishares Tr | 32.6K | $8.09M | 3.8% | 0 | Held |
| 7 | Ishares Tr | 70.2K | $7.49M | 3.5% | +462 | Added |
| 8 | Ishares Tr | 10.3K | $6.75M | 3.2% | 0 | Held |
| 9 | Vanguard Tax-Managed Fds | 76.9K | $4.93M | 2.3% | +4.7K | Added |
| 10 | Ishares Tr | 100.6K | $4.88M | 2.3% | +955 | Added |
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