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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 114 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 BH BIGLARI HLDGS INC Consumer Cyclical 154.0 $51K +13.0 +9.2% $329.59 -16.9%
2262 CGIE CAPITAL GROUP INTERNATIONAL 1,469.0 $50K +18.0 +1.2% $33.82 +7.1%
2263 ACI ALBERTSONS COS INC Consumer Defensive 2,909.0 $50K +1K +102.7% $17.04 -4.5%
2264 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 4,536.0 $49K +1K +31.8% $10.91 +7.1%
2265 SEDG SOLAREDGE TECHNOLOGIES INC Energy 965.0 $49K +24.0 +2.5% $51.05 +10.1%
2266 RDNT RADNET INC Healthcare 881.0 $49K +393.0 +80.5% $55.89 -3.0%
2267 DUSL DIREXION SHARES ETF TRUST 672.0 $49K +466.0 +226.2% $73.24 +13.7%
2268 PJT PJT PARTNERS INC Financial Services 352.0 $49K +201.0 +133.1% $139.72 +11.1%
2269 DDD 3D SYS CORP DEL Technology 26,150.0 $49K +24K +1176.2% $1.88 +59.0%
2270 GSBD GOLDMAN SACHS BDC INC Financial Services 5,536.0 $49K +58.0 +1.1% $8.88 +0.5%
2271 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 19,568.0 $49K +18K +1406.4% $2.51 +57.0%
2272 LAB STANDARD BIOTOOLS INC Healthcare 53,149.0 $49K +29K +121.8% $0.92 +13.1%
2273 EIM EATON VANCE MUN BD FD Financial Services 4,985.0 $49K +2K +91.1% $9.77 -0.9%
2274 IWC ISHARES TR 305.0 $49K +5.0 +1.7% $159.39 +16.3%
2275 CRY ARTIVION INC 1,325.0 $49K +23.0 +1.8% $36.62 -51.2%
2276 VGM INVESCO TR INVT GRADE MUNS Financial Services 4,907.0 $48K +5K +2353.5% $9.87 +1.1%
2277 ALKT ALKAMI TECHNOLOGY INC Technology 3,090.0 $48K +1K +59.1% $15.67 +7.7%
2278 LTBR LIGHTBRIDGE CORP Industrials 4,525.0 $48K +4K +1039.8% $10.66 +7.0%
2279 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 3,354.0 $48K +18.0 +0.5% $14.36 -1.5%
2280 USRT ISHARES TR 814.0 $48K +160.0 +24.5% $59.16 +10.5%
Page 114 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%