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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 129 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 NGNE NEUROGENE INC Healthcare 1,030.0 $21K +876.0 +568.8% $20.16 +37.0%
2562 MAGN MAGNERA CORP Industrials 2,181.0 $21K +2K +690.2% $9.51 +11.0%
2563 TCX TUCOWS INC Technology 1,198.0 $21K +924.0 +337.2% $17.16 -12.5%
2564 GENC GENCOR INDS INC Industrials 1,367.0 $21K +515.0 +60.5% $15.00 -5.4%
2565 BKSY BLACKSKY TECHNOLOGY INC Technology 813.0 $20K +269.0 +49.5% $25.16 +77.5%
2566 DFCA DIMENSIONAL ETF TRUST 409.0 $20K +6.0 +1.5% $49.85 -0.2%
2567 AEYE AUDIOEYE INC Technology 3,182.0 $20K +2K +128.1% $6.37 +14.3%
2568 LQDA LIQUIDIA CORPORATION Healthcare 536.0 $20K +195.0 +57.2% $37.74 +64.2%
2569 MKTW MARKETWISE INC Technology 1,078.0 $20K +311.0 +40.5% $18.72 -5.6%
2570 STOK STOKE THERAPEUTICS INC Healthcare 619.0 $20K +54.0 +9.6% $32.56 -6.9%
2571 EATON VANCE TAX-ADVANTAGED G 754.0 $20K +119.0 +18.7% $26.65
2572 CVLG COVENANT LOGISTICS GROUP INC Industrials 738.0 $20K +364.0 +97.3% $27.15 +37.6%
2573 FRAF FRANKLIN FINL SVCS CORP Financial Services 392.0 $20K +196.0 +100.0% $51.08 +12.7%
2574 GCI LIBERTY INC 537.0 $20K +150.0 +38.8% $37.21
2575 MVIS MICROVISION INC DEL Technology 31,094.0 $20K +29K +1117.5% $0.64 -6.3%
2576 TEADS HLDG CO 30,240.0 $20K +26K +558.1% $0.66
2577 ARRY ARRAY TECHNOLOGIES INC Energy 2,748.0 $20K +170.0 +6.6% $7.23 +13.4%
2578 BITU PROSHARES TR 1,699.0 $20K +1K +171.8% $11.64 +26.6%
2579 BRT BRT APARTMENTS CORP Real Estate 1,480.0 $20K +399.0 +36.9% $13.34 +9.4%
2580 BXC BLUELINX HLDGS INC Industrials 363.0 $20K +289.0 +390.5% $54.18 -8.8%
Page 129 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%