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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 109 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 VMD VIEMED HEALTHCARE INC Healthcare 6,892.0 $63K +4K +181.2% $9.21 +5.1%
2162 UIS UNISYS CORP Technology 30,661.0 $63K +21K +207.0% $2.07 +43.5%
2163 ATLO AMES NATL CORP Financial Services 2,248.0 $63K +79.0 +3.6% $28.22 +2.0%
2164 PDBA INVESCO ACTVELY MNGD ETC FD 1,736.0 $63K +134.0 +8.4% $36.47 +1.0%
2165 BBBY BED BATH & BEYOND INC Consumer Cyclical 13,584.0 $63K +11K +549.3% $4.64 +23.5%
2166 BELFB BEL FUSE INC Technology 317.0 $63K +10.0 +3.3% $197.98 +31.5%
2167 CARE CARTER BANKSHARES INC Financial Services 2,688.0 $63K +234.0 +9.5% $23.32 +15.6%
2168 ANGI ANGI INC Communication Services 9,150.0 $63K +6K +229.0% $6.85 -25.3%
2169 ALEC ALECTOR INC Healthcare 28,985.0 $62K +17K +138.3% $2.15 +2.8%
2170 FQAL FIDELITY COVINGTON TRUST 857.0 $62K +763.0 +811.7% $72.60 +10.6%
2171 ICOW PACER FDS TR 1,465.0 $62K +1K +217.8% $42.44 +6.6%
2172 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 10,253.0 $62K +7K +248.4% $6.05 -0.8%
2173 EMBC EMBECTA CORP Healthcare 6,995.0 $62K +224.0 +3.3% $8.84 -62.4%
2174 TNA DIREXION SHARES ETF TRUST 1,399.0 $62K +501.0 +55.8% $44.12 +43.9%
2175 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 5,710.0 $62K +2K +40.0% $10.80 +27.2%
2176 IEP ICAHN ENTERPRISES LP Industrials 8,141.0 $61K +5K +178.7% $7.55 -0.3%
2177 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 1,047.0 $61K +70.0 +7.2% $58.66 +7.7%
2178 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 1,375.0 $61K +139.0 +11.2% $44.61 +11.6%
2179 XRN CHIRON REAL ESTATE INC Financial Services 1,851.0 $61K +96.0 +5.5% $33.08 +9.6%
2180 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 1,849.0 $61K +138.0 +8.1% $33.07 +4.1%
Page 109 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%