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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 105 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 DSTL ETF SER SOLUTIONS 1,316.0 $76K +1K +1096.4% $57.88 +1.3%
2082 SPIRE GLOBAL INC 6,032.0 $76K +5K +687.5% $12.58
2083 LGND LIGAND PHARMACEUTICALS INC Healthcare 379.0 $76K +37.0 +10.8% $199.65 +11.3%
2084 TDW TIDEWATER INC NEW Energy 905.0 $76K +16.0 +1.8% $83.58 +1.2%
2085 TK TEEKAY CORPORATION LTD Energy 6,163.0 $75K +479.0 +8.4% $12.21 +15.9%
2086 ATEN A10 NETWORKS INC Technology 3,246.0 $75K +212.0 +7.0% $23.12 +22.5%
2087 JPEM J P MORGAN EXCHANGE TRADED F 1,208.0 $75K +242.0 +25.1% $62.13 +3.0%
2088 OXM OXFORD INDS INC Consumer Cyclical 1,948.0 $75K +2K +497.6% $38.51 +1.4%
2089 PRK PARK NATL CORP Financial Services 459.0 $75K +26.0 +6.0% $163.29 +3.3%
2090 TUHURA BIOSCIENCES INC 41,764.0 $75K +41K +3642.3% $1.79
2091 VOYG VOYAGER TECHNOLOGIES INC Industrials 3,194.0 $75K +3K +1288.7% $23.39 +70.7%
2092 NICE NICE LTD Technology 676.0 $75K +191.0 +39.4% $110.26 -13.5%
2093 CLOA BLACKROCK ETF TRUST II 1,433.0 $74K +1K +5632.0% $51.84 +0.2%
2094 PSKY PARAMOUNT SKYDANCE CORP Communication Services 8,211.0 $74K +2K +42.6% $9.02 +12.3%
2095 CSTL CASTLE BIOSCIENCES INC Healthcare 3,010.0 $74K +708.0 +30.8% $24.55 -16.3%
2096 QDPL PACER FDS TR 1,841.0 $74K +2K +4181.4% $40.14 +13.4%
2097 DFGP DIMENSIONAL ETF TRUST 1,366.0 $74K +666.0 +95.1% $53.99 +0.3%
2098 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 5,317.0 $74K +502.0 +10.4% $13.86 +2.0%
2099 NOG NORTHERN OIL & GAS INC Energy 2,496.0 $73K +220.0 +9.7% $29.24 -19.2%
2100 BCAL CALIFORNIA BANCORP Financial Services 4,107.0 $73K +1K +48.1% $17.72 +7.2%
Page 105 of 149  ·  2,977 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%