$238 Million is the total value of CWH Capital Management, Inc.'s 92 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $963,000 | +17.6% | 3,931 | 0.0% | 0.40% | +8.6% | |
| TSLA | TESLA INC | $603,000 | +64.3% | 855 | 0.0% | 0.25% | +51.5% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $559,000 | +7.5% | 6,582 | 0.0% | 0.24% | -0.8% | |
| GBCI | GLACIER BANCORP INC NEW | $543,000 | +43.7% | 11,797 | 0.0% | 0.23% | +32.6% | |
| KTCC | KEY TRONIC CORP | $464,000 | -29.9% | 67,200 | 0.0% | 0.20% | -35.2% | |
| GOOG | ALPHABET INCcap stk cl c | $392,000 | +19.1% | 224 | 0.0% | 0.16% | +10.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $312,000 | +8.7% | 1,347 | 0.0% | 0.13% | 0.0% | |
| KSPN | KASPIEN HOLDINGS INC | $278,000 | +89.1% | 19,000 | 0.0% | 0.12% | +74.6% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $250,000 | +2.0% | 500 | 0.0% | 0.10% | -5.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.