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C M Bidwell & Associates LTD

Q4 2019 Holdings

Filed 2020-02-12 | 399 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
CSW Industrials Inc(CSW)COM126402106$455900.0%
Sonic Automotive(SAH)COM83545G102$451,4450.0%
Invesco Ftse Rafi Dev Mkts ex-US ETFCOM73936T789$461,0750.0%
Sanfilippo & Son(JBSS)COM800422107$465050.0%
M D C Holdings(MDC1USD)COM552676108$461,2050.0%
Boyd Gaming Corporation(BYD)COM103304101$471,5850.0%
Mastec Inc(MTZ)COM576323109$477400.0%
Vanguard REIT ETF(VNQ)COM922908553$485200.0%
Xperi CorpCOM98421B100$492,6250.0%
Assetmark Finl Hldgs Inc(AMKUSD)COM04546L106$491,6950.0%
Green Brick Prtns Inc(GRBK)COM392709101$494,3050.0%
Lattice Semiconductors(LSCC)COM518415104$492,5650.0%
Steven Madden(SHOO)COM556269108$501,1650.0%
BMC Stock Holdings(BMCH)COM05591B109$501,7450.0%
Lancaster Colony Corp(MZTI)COM513847103$503150.0%
iShares Core S&P Ttl Stk ETF(ITOT)COM464287150$517040.0%
PRA Health Sciences(PRAH)COM69354M108$524650.0%
Yeti Holdings Inc(YETI)COM98585X104$521,5050.0%
Yelp Inc(YELP)COM985817105$541,5600.0%
Independence Rlty Tr Inc(IRT)COM45378A106$563,9600.0%
Lexington Realty Trust(LXPUSD)COM529043101$575,3400.0%
Hecla Mining(HL)COM422704106$5716,7300.0%
iShares Short Treasury Bd ETF(SHV)COM464288679$585260.0%
Teledyne Technologies(TDY)COM879360105$581680.0%
Sapiens Intl Cp N.V.(SPNS)COMG7T16G103$592,5500.0%
Gibraltar Ind Inc(ROCK)COM374689107$591,1650.0%
Azz Inc.(AZZ)COM002474104$591,2850.0%
Perspecta Inc(PRSP)COM715347100$602,2850.0%
Lumentum Holdings(LITE)COM55024U109$607600.0%
Atkore Intl Group(ATKR)COM047649108$611,5200.0%
Unifirst Corp(UNF)COM904708104$623080.0%
United Cmnty Bks(UCB)COM90984P303$632,0250.0%
Cohen & Steers Inc(CNS)COM19247A100$641,0150.0%
Materials Sctr Spdr ETF(XLB)COM81369Y100$641,0350.0%
Rent-A-Center Inc(UPBD)COM76009N100$642,2050.0%
Lawson Prods Inc(DSGR)COM520776105$651,2500.0%
Hallmark Finl Svcs IncCOM40624Q203$653,6850.0%
El Paso Elec CoCOM283677854$669700.0%
Greenhill & Co IncCOM395259104$673,9150.0%
Viavi Solutions Inc(VIAV)COM925550105$674,4870.0%
Medpace Holdings Inc(MEDP)COM58506Q109$688100.0%
Brady Corp(BRC)COM104674106$681,1800.0%
Customers Bancorp Inc(CUBI)COM23204G100$682,8400.0%
Enphase Energy Inc(ENPH)COM29355A107$682,6150.0%
NorthWestern Corp(NWE)COM668074305$699650.0%
United Therapeutic(UTHR)COM91307C102$697800.0%
Utilities Sctr Spdr ETF(XLU)COM81369Y886$691,0650.0%
Penn National Gaming(PENN)COM707569109$692,6800.0%
Urstadt Biddle Pptys Inc(UBAUSD)COM917286205$692,7900.0%
First Finl Bankshares(FFIN)COM32020R109$691,9600.0%
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