$250 Million is the total value of CWH Capital Management, Inc.'s 49 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BANR | BANNER CORP | $986,000 | +0.7% | 17,428 | 0.0% | 0.39% | +1.5% | |
SYK | STRYKER CORP | $825,000 | -2.9% | 3,931 | 0.0% | 0.33% | -2.1% | |
GBCI | GLACIER BANCORP INC NEW | $543,000 | +13.8% | 11,797 | 0.0% | 0.22% | +14.8% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $468,000 | +8.8% | 2,068 | 0.0% | 0.19% | +9.4% | |
KTCC | KEY TRONIC CORP | $371,000 | -14.3% | 68,200 | 0.0% | 0.15% | -14.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab US Large Cap ETF | 29 | Q4 2020 | 14.6% |
S&P 500 Growth ETF | 29 | Q4 2020 | 9.1% |
JPMORGAN CHASE & CO | 29 | Q4 2020 | 3.7% |
HOME DEPOT INC | 29 | Q4 2020 | 1.9% |
APPLE INC | 29 | Q4 2020 | 2.0% |
Starbucks Corporation | 29 | Q4 2020 | 0.6% |
VANGUARD TAX-MANAGED INTL FD | 29 | Q4 2020 | 0.7% |
ROBERT HALF INTL INC | 29 | Q4 2020 | 1.4% |
COSTCO WHSL CORP NEW | 29 | Q4 2020 | 0.6% |
KEY TRONICS CORP | 29 | Q4 2020 | 0.6% |
View CWH Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-02-02 |
13F-HR | 2020-10-21 |
13F-HR | 2020-07-17 |
13F-HR | 2020-05-01 |
13F-HR | 2020-01-17 |
13F-HR | 2019-10-28 |
13F-HR | 2019-08-14 |
13F-HR | 2019-05-13 |
13F-HR | 2019-01-30 |
13F-HR | 2018-11-13 |
View CWH Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.