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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 127 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 YDEC FIRST TR EXCHNG TRADED FD VI 890.0 $23K +450.0 +102.3% $26.30 +4.0%
2522 HRTX HERON THERAPEUTICS INC Healthcare 28,890.0 $23K +18K +171.8% $0.80 +8.9%
2523 KRMN KARMAN HLDGS INC Industrials 288.0 $23K +202.0 +234.9% $80.05 -18.4%
2524 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 1,122.0 $23K +686.0 +157.3% $20.51 +13.6%
2525 QQA INVESCO ACTIVELY MANAGED EXC 458.0 $23K +317.0 +224.8% $49.92 +13.2%
2526 LUNG PULMONX CORP Healthcare 17,719.0 $23K +14K +362.6% $1.29 +19.4%
2527 CMPX COMPASS THERAPEUTICS INC Healthcare 4,317.0 $23K +1K +41.1% $5.29 -63.5%
2528 AARD AARDVARK THERAPEUTICS INC Healthcare 6,035.0 $23K +6K +10000.0% $3.77 +19.6%
2529 FRHC FREEDOM HOLDING CORP Financial Services 157.0 $23K +83.0 +112.2% $144.88 +1.5%
2530 ONEV SPDR SERIES TRUST 168.0 $22K +1.0 +0.6% $133.85 +3.8%
2531 BETA BETA TECHNOLOGIES INC Industrials 1,527.0 $22K +1K +435.8% $14.70 +8.6%
2532 LOANDEPOT INC 15,767.0 $22K +5K +50.7% $1.42
2533 ACTG ACACIA RESH CORP Industrials 4,641.0 $22K +1K +47.0% $4.81 -4.8%
2534 SLVR SPROTT FDS TR 376.0 $22K +96.0 +34.3% $59.18 +1.6%
2535 PURSUIT ATTRACTIONS AND HOSP 606.0 $22K +97.0 +19.1% $36.64
2536 GOGO GOGO INC Communication Services 5,492.0 $22K +5K +663.8% $4.02 -0.5%
2537 KLARNA GROUP PLC 1,678.0 $22K +180.0 +12.0% $13.09
2538 EMD WESTERN ASSET EMERGING MKTS Financial Services 2,235.0 $22K +386.0 +20.9% $9.82 +5.0%
2539 CPER UNITED STS COMMODITY INDEX F Financial Services 637.0 $22K +575.0 +927.4% $34.43 +12.1%
2540 MG MISTRAS GROUP INC Industrials 1,478.0 $22K +177.0 +13.6% $14.78 +16.4%
Page 127 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%