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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 125 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 MLN VANECK ETF TRUST 1,567.0 $27K +10.0 +0.6% $17.44 -0.7%
2482 MXCT MAXCYTE INC Healthcare 38,500.0 $27K +32K +463.8% $0.70 +50.9%
2483 FLGB FRANKLIN TEMPLETON ETF TR 778.0 $27K +736.0 +1752.4% $34.76 +3.9%
2484 TME TENCENT MUSIC ENTMT GROUP Communication Services 2,911.0 $27K +47.0 +1.6% $9.28 -1.4%
2485 INNOVATOR ETFS TRUST 1,013.0 $27K +40.0 +4.1% $26.63
2486 KLTR KALTURA INC Technology 22,076.0 $27K +15K +208.1% $1.22 +22.9%
2487 AURA AURA BIOSCIENCES INC Healthcare 4,018.0 $27K +3K +395.4% $6.69 +14.4%
2488 QTRX QUANTERIX CORP Healthcare 7,626.0 $27K +6K +290.7% $3.52 -28.4%
2489 TFIN TRIUMPH FINANCIAL INC Financial Services 448.0 $27K +25.0 +5.9% $59.66 +9.8%
2490 BNTX BIONTECH SE Healthcare 299.0 $27K +30.0 +11.2% $88.84 +2.3%
2491 RBBN RIBBON COMMUNICATIONS INC Communication Services 12,399.0 $26K +10K +465.1% $2.12 +25.5%
2492 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 1,262.0 $26K +967.0 +327.8% $20.74 +16.9%
2493 PRINCETON BANCORP INC 769.0 $26K +25.0 +3.4% $33.77
2494 PTH INVESCO EXCHANGE TRADED FD T 529.0 $26K +184.0 +53.3% $49.00 +5.4%
2495 EVH EVOLENT HEALTH INC Healthcare 11,352.0 $26K +8K +213.7% $2.28 +68.4%
2496 PHDG INVESCO ACTIVELY MANAGED EXC 684.0 $26K +427.0 +166.2% $37.79 +10.8%
2497 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 790.0 $26K +282.0 +55.5% $32.66 +6.2%
2498 LNTH LANTHEUS HLDGS INC Healthcare 340.0 $26K +7.0 +2.1% $75.85 +24.5%
2499 HIFS HINGHAM INSTN SVGS MASS Financial Services 90.0 $26K +8.0 +9.8% $285.84 -0.8%
2500 SKYT SKYWATER TECHNOLOGY INC Technology 934.0 $26K +51.0 +5.8% $27.41 +28.2%
Page 125 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%