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C M Bidwell & Associates LTD

CIK:0001091860
Investment Adviser
$165M AUM
446 holdings
Honolulu, HI, US
Founded:1979
5 employees
Latest filing:Jun 30, 2025

C.M. Bidwell & Associates, Ltd. is a boutique, independent, federally registered investment advisory firm headquartered in Honolulu, Hawaii, founded in 1979. The firm provides individualized financial planning and portfolio management services for institutions and individuals. With an academically oriented and research-driven staff, C.M. Bidwell continues to build on its legacy in quantitative investment research, catering to clients seeking disciplined and evidence-based asset management. The team’s expertise and continued learning contribute to a strong, client-focused environment. The firm typically maintains a small staff dedicated to its clients’ long-term investment success.

Investment Strategy

C.M. Bidwell & Associates, Ltd. employs a disciplined, research-oriented investment strategy rooted in the academic foundations established by its founder. The firm specializes in market anomaly research, aiming to identify superior investment opportunities using quantitative models. Their approach emphasizes stock selection based on factors such as positive earnings surprises and low price-to-earnings ratios, with continuous enhancements to their quantitative models. The firm compares client performance to similar market benchmarks and aligns its strategies with the goal of outperforming by leveraging academic rigor and market insights for both institutions and individuals.

Top Buys
I
IWBiShares Russell 1000 ETF
+$7.0M
I
IVViShares S&P 500 ETF
+$6.4M
S
SCHOSchwab ST Treas ETF
+$2.3M
V
VTIPVanguard ST TIPS ETF
+$902.5K
V
VTIVanguard Ttl Mkt ETF
+$825.8K
Top Sells
C
CLXClorox Co
-$446.6K
A
APPApplovin Corp
-$386.0K
T
TAPMolson Coors Beverage
-$367.6K
K
KMXCarMax Inc
-$275.3K
S
SYFSynchrony Financial
-$265.7K

Top Holdings

I
IWBiShares Russell 1000 ETF
+9.4%$18.0M
B
BSVVanguard ST Bond ETF
+6.4%$12.4M
V
VTIVanguard Ttl Mkt ETF
+4.0%$7.7M
I
IWMiShares Russell 2000 ETF
+3.8%$7.2M
I
IVViShares S&P 500 ETF
+3.4%$6.6M

Equity Positions (436)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IWB
iShares Russell 1000 ETF9.35%$18.0M53,081$278.92$339.57+$7.0M
B
BSV
Vanguard ST Bond ETF6.42%$12.4M157,322$77.63$78.70-$71.5K
V
VTI
Vanguard Ttl Mkt ETF3.98%$7.7M25,262$173.96$303.93+$825.8K
I
IWM
iShares Russell 2000 ETF3.76%$7.2M33,565$204.57$215.79+$578.0K
I
IVV
iShares S&P 500 ETF3.45%$6.6M10,702$619.58$620.90+$6.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+2.1%
SEMICONDUCTORS & RELATED DEVICES
+1.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.3%
ELECTRONIC COMPUTERS
+0.8%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+0.8%