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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 123 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 NUVEEN CR STRATEGIES INCOME 6,139.0 $30K +1K +29.1% $4.87
2442 AVD AMERICAN VANGUARD CORP Basic Materials 11,916.0 $30K +4K +47.6% $2.49 +14.9%
2443 XENE XENON PHARMACEUTICALS INC Healthcare 510.0 $30K +144.0 +39.3% $58.15 -6.0%
2444 DC DAKOTA GOLD CORP Basic Materials 5,859.0 $30K +747.0 +14.6% $5.05 +6.3%
2445 RYLD GLOBAL X FDS 1,976.0 $30K +58.0 +3.0% $14.95 +4.2%
2446 HTGC HERCULES CAPITAL INC Financial Services 1,998.0 $30K +1K +159.1% $14.77 +4.7%
2447 CXW CORECIVIC INC Real Estate 1,556.0 $29K +265.0 +20.5% $18.91 +11.7%
2448 KWEB KRANESHARES TRUST 1,034.0 $29K +51.0 +5.2% $28.43 -2.9%
2449 LINC LINCOLN EDL SVCS CORP Consumer Defensive 722.0 $29K +124.0 +20.7% $40.68 +15.1%
2450 DCTH DELCATH SYS INC Healthcare 3,162.0 $29K +3K +2602.6% $9.28 +23.4%
2451 TG TREDEGAR CORP Industrials 3,669.0 $29K +2K +104.3% $7.95 -3.6%
2452 LMB LIMBACH HLDGS INC Industrials 372.0 $29K +127.0 +51.8% $78.05 -8.4%
2453 VYX NCR VOYIX CORPORATION Technology 4,585.0 $29K +3K +163.5% $6.33 +2.2%
2454 NEXT NEXTDECADE CORP Energy 3,778.0 $29K +1K +50.8% $7.66 +10.3%
2455 VERX VERTEX INC Technology 2,432.0 $29K +2K +831.8% $11.89 +13.6%
2456 EUAD SPINNAKER ETF SERIES 705.0 $29K +179.0 +34.0% $40.74 -2.3%
2457 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 13,029.0 $29K +9K +216.4% $2.20 +68.6%
2458 IVOG VANGUARD ADMIRAL FDS INC 229.0 $29K +223.0 +3716.7% $125.03 +10.2%
2459 EWZ ISHARES INC 746.0 $29K +395.0 +112.5% $38.37 -3.5%
2460 CERT CERTARA INC Healthcare 5,012.0 $29K +4K +394.3% $5.70 -9.3%
Page 123 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%