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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 136 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 GCI LIBERTY INC 335.0 $12K +39.0 +13.2% $36.85
2702 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 107.0 $12K +17.0 +18.9% $114.73 -9.8%
2703 EVCM EVERCOMMERCE INC Technology 1,073.0 $12K +37.0 +3.6% $11.43 -11.6%
2704 PAXS PIMCO ACCESS INCOME FUND Financial Services 847.0 $12K +267.0 +46.0% $14.41 -2.5%
2705 HTHT H WORLD GROUP LTD Consumer Cyclical 242.0 $12K +18.0 +8.0% $50.29 -8.6%
2706 KULR TECHNOLOGY GROUP INC 5,043.0 $12K +4K +313.0% $2.37
2707 OABI OMNIAB INC Healthcare 7,599.0 $12K +5K +204.8% $1.57 +51.0%
2708 TKNO ALPHA TEKNOVA INC Healthcare 4,087.0 $12K +4K +5910.3% $2.89 +28.7%
2709 BBEU J P MORGAN EXCHANGE TRADED F 163.0 $12K +74.0 +83.2% $72.41 +6.8%
2710 JILL J JILL INC Consumer Cyclical 1,026.0 $12K +661.0 +181.1% $11.46 +5.3%
2711 WLFC WILLIS LEASE FIN CORP Industrials 69.0 $12K +8.0 +13.1% $170.26 +1.6%
2712 HIMX HIMAX TECHNOLOGIES INC Technology 1,485.0 $12K +200.0 +15.6% $7.87 +145.1%
2713 MYO MYOMO INC Healthcare 17,237.0 $12K +12K +232.6% $0.68 +35.4%
2714 PNQI INVESCO EXCHANGE TRADED FD T 259.0 $12K +133.0 +105.6% $44.73 +7.9%
2715 URG UR-ENERGY INC Energy 7,444.0 $11K +7K +1215.2% $1.49 +0.7%
2716 DNTH DIANTHUS THERAPEUTICS INC Healthcare 132.0 $11K +70.0 +112.9% $83.92 +2.1%
2717 EWTX EDGEWISE THERAPEUTICS INC Healthcare 351.0 $11K +72.0 +25.8% $31.50 -0.2%
2718 JCAP JEFFERSON CAPITAL INC Financial Services 575.0 $11K +236.0 +69.6% $19.23 -9.5%
2719 CLAR CLARUS CORP NEW Consumer Cyclical 4,055.0 $11K +2K +138.7% $2.72 +9.6%
2720 ABUS ARBUTUS BIOPHARMA CORP Healthcare 2,423.0 $11K +166.0 +7.3% $4.50 -2.9%
Page 136 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%