Rothwell Investment Advisors, LLC’s Commercial Metals CMC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Buy	+4,682	New	+$315K	0.16%	131

Other funds holding CMC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CMC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Commercial Metals (CMC) in Q3 2026: 4,682 shares worth $291K. The stake represents 0.16% of the portfolio and ranks #131 among its holdings.

251 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

Rothwell Investment Advisors, LLC held 4,682 shares of Commercial Metals worth $291K as of Q3 2026.
Commercial Metals was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Commercial Metals made up 0.16% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #131 holding.
251 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.