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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 137 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 BTDR BITDEER TECHNOLOGIES GROUP Technology 1,258.0 $11K +190.0 +17.8% $8.65 +53.5%
2722 SLDP SOLID POWER INC Industrials 3,589.0 $11K +52.0 +1.5% $3.00 -12.3%
2723 FB BANCORP INC 782.0 $11K +153.0 +24.3% $13.74
2724 INHIBRX BIOSCIENCES INC 159.0 $11K +4.0 +2.6% $67.23
2725 RA BROOKFIELD REAL ASSETS INCOM Financial Services 830.0 $11K +216.0 +35.2% $12.86 -0.9%
2726 ASUR ASURE SOFTWARE INC Technology 1,229.0 $11K +489.0 +66.1% $8.60 +1.6%
2727 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 538.0 $11K +16.0 +3.1% $19.56 -18.4%
2728 MVST MICROVAST HOLDINGS INC Industrials 7,013.0 $11K +7K +10000.0% $1.50 -20.0%
2729 RELL RICHARDSON ELECTRS LTD Technology 949.0 $10K +582.0 +158.6% $10.95 +39.6%
2730 ARAY ACCURAY INC DEL Healthcare 26,718.0 $10K +21K +405.7% $0.39 -14.3%
2731 SEAT VIVID SEATS INC Communication Services 1,734.0 $10K +1K +530.5% $5.91 +36.7%
2732 FSTR FOSTER L B CO Industrials 366.0 $10K +6.0 +1.7% $27.90 +34.1%
2733 FSP FRANKLIN STR PPTYS CORP Real Estate 14,993.0 $10K +12K +406.0% $0.66 -21.1%
2734 BK TECHNOLOGIES CORPORATION 131.0 $10K +14.0 +12.0% $74.63
2735 UPRO PROSHARES TR 101.0 $10K +1.0 +1.0% $96.71 +45.6%
2736 CAPR CAPRICOR THERAPEUTICS INC Healthcare 318.0 $10K +13.0 +4.3% $30.40 -4.6%
2737 VOTE TCW ETF TRUST 126.0 $10K +26.0 +26.0% $76.30 +14.3%
2738 ATLANTIC INTL CORP 3,121.0 $9K +3K +1386.2% $3.03
2739 USG USCF ETF TR 254.0 $9K +2.0 +0.8% $36.87 -2.0%
2740 BV FINL INC 488.0 $9K +15.0 +3.2% $19.14
Page 137 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%