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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 138 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 STXS STEREOTAXIS INC Healthcare 4,988.0 $9K +3K +165.3% $1.84 +0.5%
2742 FNKO FUNKO INC Consumer Cyclical 2,883.0 $9K +158.0 +5.8% $3.15 +48.9%
2743 AVBP ARRIVENT BIOPHARMA INC Healthcare 392.0 $9K +210.0 +115.4% $23.07 +18.0%
2744 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 240.0 $9K +132.0 +122.2% $37.66 -3.7%
2745 KIDS ORTHOPEDIATRICS CORP Healthcare 560.0 $9K +367.0 +190.2% $15.87 +14.9%
2746 STRT STRATTEC SEC CORP Consumer Cyclical 113.0 $9K +107.0 +1783.3% $78.34 -14.1%
2747 SEVN SEVEN HILLS REALTY TRUST Real Estate 1,069.0 $9K +815.0 +320.9% $8.22 +1.2%
2748 SANUWAVE HEALTH INC 507.0 $9K +12.0 +2.4% $17.29
2749 EVV EATON VANCE LIMITED DURATION Financial Services 918.0 $9K +499.0 +119.1% $9.45 -2.4%
2750 TE T1 ENERGY INC Industrials 1,974.0 $9K +77.0 +4.1% $4.39 +56.7%
2751 TTEC TTEC HLDGS INC Technology 3,460.0 $9K +2K +184.8% $2.50 +0.0%
2752 OCGN OCUGEN INC Healthcare 4,699.0 $9K +2K +87.7% $1.81 -28.2%
2753 PACK RANPAK HOLDINGS CORP Consumer Cyclical 2,371.0 $8K +2K +290.0% $3.57 +56.0%
2754 VERASTEM INC 1,595.0 $8K +1K +179.8% $5.30
2755 EPM EVOLUTION PETE CORP Energy 1,845.0 $8K +1K +201.0% $4.58 -0.9%
2756 TMC TMC THE METALS COMPANY INC Basic Materials 1,803.0 $8K +185.0 +11.4% $4.67 +7.3%
2757 MYPS PLAYSTUDIOS INC Technology 17,807.0 $8K +14K +399.1% $0.47 -0.8%
2758 NN NEXTNAV INC Communication Services 515.0 $8K +330.0 +178.4% $16.02 +42.5%
2759 SGRY SURGERY PARTNERS INC Healthcare 691.0 $8K +546.0 +376.6% $11.92 +14.8%
2760 PANL PANGAEA LOGISTICS SOLUTION L Industrials 1,155.0 $8K +313.0 +37.2% $7.08 +15.3%
Page 138 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%