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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 108 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 RES RPC INC Energy 9,410.0 $67K +94.0 +1.0% $7.08 -0.1%
2142 IRMD IRADIMED CORP Healthcare 690.0 $66K +33.0 +5.0% $96.26 -3.2%
2143 CGCP CAPITAL GRP FIXED INCM ETF T 2,972.0 $66K +425.0 +16.7% $22.34 -0.4%
2144 PICK ISHARES INC 1,167.0 $66K +366.0 +45.7% $56.57 +12.2%
2145 ERII ENERGY RECOVERY INC Industrials 6,555.0 $66K +6K +1062.2% $10.07 -14.4%
2146 OFIX ORTHOFIX MED INC Healthcare 5,750.0 $66K +1K +26.7% $11.47 -9.2%
2147 BLACKROCK TECH AND PRIVATE E 9,974.0 $66K +193.0 +2.0% $6.60
2148 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 23,169.0 $66K +23K +3742.3% $2.83 +85.9%
2149 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 4,091.0 $65K +387.0 +10.4% $16.00 -2.4%
2150 ZTO ZTO EXPRESS CAYMAN INC Industrials 2,598.0 $65K +180.0 +7.4% $25.17 -7.7%
2151 QAI NEW YORK LIFE INVESTMENTS ET 1,911.0 $65K +27.0 +1.4% $34.13 +5.6%
2152 INGN INOGEN INC Healthcare 10,535.0 $65K +707.0 +7.2% $6.18 +3.7%
2153 AGYS AGILYSYS INC Technology 915.0 $65K +593.0 +184.2% $71.14 +11.8%
2154 DFNM DIMENSIONAL ETF TRUST 1,354.0 $65K +144.0 +11.9% $47.93 -0.1%
2155 VCTR VICTORY CAP HLDGS INC DEL Financial Services 991.0 $65K +148.0 +17.6% $65.48 +27.7%
2156 CLOI VANECK ETF TRUST 1,228.0 $65K +965.0 +366.9% $52.69 +0.4%
2157 STRATEGY INC 909.0 $64K +14.0 +1.6% $70.71
2158 SPOK SPOK HLDGS INC Healthcare 5,874.0 $64K +5K +585.4% $10.90 +1.3%
2159 FLAGSTAR BANK NATIONAL ASSOC 4,843.0 $64K +1K +41.6% $13.17
2160 CDXS CODEXIS INC Healthcare 39,077.0 $64K +37K +2078.2% $1.63 +55.2%
Page 108 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%