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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 134 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 NVAX NOVAVAX INC Healthcare 1,829.0 $15K +970.0 +112.9% $8.14 +10.1%
2662 ALTI ALTI GLOBAL INC Financial Services 4,108.0 $15K +2K +110.6% $3.62 -1.7%
2663 TTEQ T ROWE PRICE ETF INC 491.0 $15K +302.0 +159.8% $30.26 +37.3%
2664 IMMR IMMERSION CORP Technology 2,720.0 $15K +1K +69.9% $5.46 +10.2%
2665 INMB INMUNE BIO INC Healthcare 13,120.0 $15K +12K +1073.5% $1.13 +24.3%
2666 VSEC VSE CORP Industrials 80.0 $15K +16.0 +25.0% $184.40 -10.1%
2667 DOUG DOUGLAS ELLIMAN INC Real Estate 8,984.0 $15K +8K +665.2% $1.64 +8.8%
2668 PETROLEO BRASILEIRO S A 782.0 $15K +225.0 +40.4% $18.75
2669 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 559.0 $15K +57.0 +11.3% $26.13 -3.4%
2670 MIDCAP FINANCIAL INVSTMNT CO 1,299.0 $15K +109.0 +9.2% $11.24
2671 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 928.0 $15K +282.0 +43.6% $15.72 -10.6%
2672 GDS GDS HLDGS LTD Technology 359.0 $14K +50.0 +16.2% $40.29 -13.0%
2673 EVC ENTRAVISION COMMUNICATIONS C Communication Services 4,852.0 $14K +4K +498.3% $2.97 +210.1%
2674 NPWR NET POWER INC Industrials 9,199.0 $14K +6K +222.6% $1.56 +21.2%
2675 DNN DENISON MINES CORP Energy 4,063.0 $14K +765.0 +23.2% $3.53 -8.9%
2676 OSUR ORASURE TECHNOLOGIES INC Healthcare 4,774.0 $14K +4K +395.2% $3.00 +4.2%
2677 ESQ ESQUIRE FINL HLDGS INC Financial Services 133.0 $14K +10.0 +8.1% $107.50 +2.7%
2678 TUSK MAMMOTH ENERGY SVCS INC Industrials 5,793.0 $14K +6K +2086.0% $2.45 +27.1%
2679 MPTI M-TRON INDS INC Technology 211.0 $14K +3.0 +1.4% $66.85 +20.1%
2680 RGCO RGC RES INC Utilities 637.0 $14K +5.0 +0.8% $22.05 +2.7%
Page 134 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%