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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 135 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 EPP ISHARES INC 264.0 $14K +240.0 +1000.0% $53.14 +4.1%
2682 ALT ALTIMMUNE INC Healthcare 4,519.0 $14K +1K +46.6% $3.08 -8.4%
2683 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 7,907.0 $14K +4K +100.1% $1.76 +98.9%
2684 GEM GOLDMAN SACHS ETF TR 322.0 $14K +49.0 +17.9% $43.20 +15.0%
2685 BLUE FOUNDRY BANCORP 1,045.0 $14K +69.0 +7.1% $13.24
2686 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 623.0 $14K +5.0 +0.8% $22.16 +25.5%
2687 EGAN EGAIN CORP Technology 1,717.0 $14K +951.0 +124.2% $7.89 -11.3%
2688 LITHIUM ARGENTINA AG 2,015.0 $13K +1K +221.4% $6.68
2689 ILF ISHARES TR 378.0 $13K +200.0 +112.4% $35.52 -1.4%
2690 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 288.0 $13K +22.0 +8.3% $46.14 +11.1%
2691 BZ KANZHUN LIMITED Industrials 992.0 $13K +343.0 +52.9% $13.39 +5.1%
2692 TBI TRUEBLUE INC Industrials 3,358.0 $13K +2K +81.2% $3.91 +39.1%
2693 XPEL XPEL INC Consumer Cyclical 296.0 $13K +74.0 +33.3% $44.26 -2.3%
2694 NRIX NURIX THERAPEUTICS INC Healthcare 841.0 $13K +667.0 +383.3% $15.50 -1.7%
2695 UFO PROCURE ETF TRUST II 289.0 $13K +25.0 +9.5% $44.81 +31.5%
2696 FFSM FIDELITY COVINGTON TRUST 401.0 $13K +7.0 +1.8% $31.96 +10.3%
2697 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 945.0 $13K +644.0 +213.9% $13.45 -12.2%
2698 DMBS DOUBLELINE ETF TRUST 256.0 $13K +244.0 +2033.3% $49.38 -1.6%
2699 TRUBRIDGE INC 863.0 $13K +713.0 +475.3% $14.64
2700 JYNT JOINT CORP Healthcare 1,399.0 $12K +1K +270.1% $8.85 -1.1%
Page 135 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%