Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CPWM, LLC (CIK 1697457) reported $1.06B across 333 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: PCAR ($150.9M, 14.22%), MSFT ($78.8M, 7.42%), AAPL ($64.8M, 6.10%), AMZN ($37.1M, 3.50%), DFAC ($35.1M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | $150.9M | 14.22% | 1.8M | Trimmed |
| 2 | MSFT | Microsoft Corp | $78.8M | 7.42% | 338,286 | Trimmed |
| 3 | AAPL | Apple Inc | $64.8M | 6.10% | 468,866 | Trimmed |
| 4 | AMZN | Amazon.com Inc | $37.1M | 3.50% | 328,687 | Added |
| 5 | DFAC | DFA US Core Equity II | $35.1M | 3.31% | 1.6M | Added |
| 6 | SBUX | Starbucks Corp | $35.1M | 3.30% | 416,477 | Added |
| 7 | VIG | Vanguard Specialized Portfolios Div Appr | $29.9M | 2.82% | 221,543 | Added |
| 8 | IWF | iShares Russell 1000 Growth Index | $25.9M | 2.44% | 123,066 | Added |
| 9 | SPY | SPDR S&P 500 Index | $25.4M | 2.39% | 71,089 | Added |
| 10 | DFUV | DFA Tax-Managed US Marketwide Value II | $18.7M | 1.77% | 633,059 | Added |
| 11 | AVUS | Avantis US Equity ETF | $17.5M | 1.65% | 281,390 | Trimmed |
| 12 | ACWI | iShares MSCI All Country World Index Fd | $16.4M | 1.55% | 211,028 | Trimmed |
| 13 | DFUS | DFA T/M U.S. Equity | $14.6M | 1.38% | 377,172 | Added |
| 14 | AVUV | Avantis U.S. Small Cap Value ETF | $14.2M | 1.34% | 215,375 | Added |
| 15 | VT | Vanguard Intl Equity Index Fds Total Wor | $13.2M | 1.24% | 167,584 | Trimmed |
| 16 | VTI | Vanguard Total Stock Market | $12.9M | 1.21% | 71,867 | Added |
| 17 | AVDE | Avantis International Equity ETF | $12.5M | 1.18% | 274,851 | Added |
| 18 | VYM | Vanguard High Dividend Yield ETF | $11.2M | 1.06% | 118,235 | Added |
| 19 | COST | Costco Wholesale | $11.1M | 1.04% | 23,488 | Trimmed |
| 20 | VOO | Vanguard S&P 500 ETF | $10.8M | 1.02% | 32,837 | Trimmed |
| 21 | IVV | iShares S&P 500 Index | $10.1M | 0.95% | 28,265 | Added |
| 22 | AVDV | Avantis Int'l Small Cap Value ETF | $10.1M | 0.95% | 211,654 | Added |
| 23 | JPST | JPMorgan Ultra-Short Income ETF | $8.4M | 0.80% | 168,435 | Trimmed |
| 24 | EPD | Enterprise Products Partners LP | $8.3M | 0.78% | 349,780 | Trimmed |
| 25 | IWC | iShares Russell Microcap Index | $7.9M | 0.75% | 76,673 | Added |
Source: SEC Form 13F filings · as of 2022-09-30