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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 124 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 RNAC CARTESIAN THERAPEUTICS INC Healthcare 4,636.0 $29K +4K +2327.2% $6.15 +6.0%
2462 DCGO DOCGO INC Healthcare 45,263.0 $28K +36K +406.5% $0.63 -4.4%
2463 DOMO DOMO INC Technology 9,296.0 $28K +8K +608.5% $3.06 +17.0%
2464 CSV CARRIAGE SVCS INC Consumer Cyclical 622.0 $28K +32.0 +5.4% $45.66 -3.9%
2465 BBD BANCO BRADESCO S A Financial Services 7,757.0 $28K +442.0 +6.0% $3.65 -2.5%
2466 PAR PAR TECHNOLOGY CORP Technology 2,121.0 $28K +2K +665.7% $13.33 +6.5%
2467 REPX RILEY EXPLORATION PERMIAN IN Energy 775.0 $28K +342.0 +79.0% $36.45 +6.4%
2468 BTO HANCOCK JOHN FINL OPPTYS Financial Services 785.0 $28K +271.0 +52.7% $35.87 +1.7%
2469 ATYR ATYR PHARMA INC Healthcare 36,010.0 $28K +28K +351.4% $0.78 -32.2%
2470 HIPPO HLDGS INC 1,076.0 $28K +678.0 +170.3% $26.06
2471 QQQJ INVESCO EXCH TRADED FD TR II 774.0 $28K +263.0 +51.5% $36.21 +17.7%
2472 CLPT CLEARPOINT NEURO INC Healthcare 3,078.0 $28K +1K +82.0% $9.10 +28.6%
2473 FMS FRESENIUS MEDICAL CARE AG Healthcare 1,235.0 $28K +23.0 +1.9% $22.55 -0.2%
2474 VPG VISHAY PRECISION GROUP INC Technology 639.0 $28K +47.0 +7.9% $43.42 +131.9%
2475 FLXS FLEXSTEEL INDS INC Consumer Cyclical 616.0 $28K +404.0 +190.6% $44.94 +25.1%
2476 CTEV CLARITEV CORPORATION Healthcare 1,694.0 $28K +2K +4740.0% $16.34 +44.1%
2477 INHIBIKASE THERAPEUTICS INC 16,419.0 $28K +16K +10000.0% $1.68
2478 DPST DIREXION SHARES ETF TRUST 285.0 $28K +259.0 +996.1% $96.55 +16.8%
2479 USCB USCB FINANCIAL HOLDINGS INC Financial Services 1,483.0 $27K +129.0 +9.5% $18.54 -0.7%
2480 BETTER HOME & FINANCE HOLDIN 770.0 $27K +13.0 +1.7% $35.62
Page 124 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%