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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 130 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 RCEL AVITA MEDICAL INC Healthcare 5,306.0 $20K +5K +1166.3% $3.70 +16.8%
2582 ATEX ANTERIX INC Communication Services 512.0 $20K +190.0 +59.0% $38.19 +57.1%
2583 LUCD LUCID DIAGNOSTICS INC Healthcare 16,940.0 $19K +14K +422.8% $1.15 -13.0%
2584 KRUS KURA SUSHI USA INC Consumer Cyclical 279.0 $19K +144.0 +106.7% $69.79 -22.2%
2585 UHAL U HAUL HOLDING COMPANY Industrials 405.0 $19K +122.0 +43.1% $47.78 +5.2%
2586 RCAT RED CAT HLDGS INC Technology 1,476.0 $19K +1K +440.7% $13.09 -31.7%
2587 FLRT PACER FDS TR 417.0 $19K +4.0 +1.0% $46.28 +1.0%
2588 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 734.0 $19K +357.0 +94.7% $26.24 +3.4%
2589 SMTI SANARA MEDTECH INC Healthcare 1,112.0 $19K +957.0 +617.4% $17.18 +33.9%
2590 SNFCA SECURITY NATL FINL CORP Financial Services 2,013.0 $19K +2K +377.0% $9.48 -0.6%
2591 XRX XEROX HOLDINGS CORP Technology 14,704.0 $19K +6K +74.9% $1.29 +96.9%
2592 POWW OUTDOOR HOLDING CO Industrials 9,327.0 $19K +8K +720.3% $2.01 +0.0%
2593 IDRV ISHARES TR 486.0 $19K +288.0 +145.4% $38.53 +10.4%
2594 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 3,102.0 $19K +828.0 +36.4% $6.02 -9.1%
2595 PKE PARK AEROSPACE CORP Industrials 681.0 $19K +65.0 +10.6% $27.38 +23.7%
2596 SBR SABINE RTY TR Energy 248.0 $19K +3.0 +1.2% $75.07 +3.5%
2597 ESCA ESCALADE INC Consumer Cyclical 1,083.0 $19K +52.0 +5.0% $17.17 +8.5%
2598 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 67,604.0 $19K +67K +10000.0% $0.27 +27.9%
2599 CTLP CANTALOUPE INC Technology 1,712.0 $19K +1K +197.2% $10.81 +3.6%
2600 ALTG ALTA EQUIPMENT GROUP INC Industrials 3,424.0 $18K +2K +168.6% $5.37 -6.1%
Page 130 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%