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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 139 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 2,685.0 $8K +2K +766.1% $3.04 +29.9%
2762 PGF INVESCO EXCHANGE TRADED FD T 589.0 $8K +305.0 +107.4% $13.75 +0.3%
2763 JMSB JOHN MARSHALL BANCORP INC Financial Services 397.0 $8K +49.0 +14.1% $20.28 +3.1%
2764 PAYS PAYSIGN INC Technology 1,349.0 $8K +645.0 +91.6% $5.90 +1.0%
2765 BRW SABA CAPITAL INCOME & OPRNT Financial Services 1,176.0 $8K +15.0 +1.3% $6.74 +0.0%
2766 BALLYS CORPORATION 821.0 $8K +279.0 +51.5% $9.64
2767 FUNC FIRST UTD CORP Financial Services 215.0 $8K +16.0 +8.0% $36.64 +0.8%
2768 CHIPMOS TECHNOLOGIES INC 220.0 $8K +120.0 +120.0% $35.78
2769 IMNM IMMUNOME INC Healthcare 357.0 $8K +15.0 +4.4% $21.87 -10.1%
2770 RMNI RIMINI STR INC DEL Technology 2,370.0 $8K +698.0 +41.8% $3.28 +7.9%
2771 CGHM CAPITAL GRP FIXED INCM ETF T 305.0 $8K +16.0 +5.5% $25.32 +0.3%
2772 SUNS SUNRISE RLTY TR INC Real Estate 1,004.0 $8K +698.0 +228.1% $7.67 +5.3%
2773 JANX JANUX THERAPEUTICS INC Healthcare 554.0 $8K +525.0 +1810.3% $13.90 -0.7%
2774 RR RICHTECH ROBOTICS INC Industrials 3,635.0 $8K +3K +248.8% $2.09 +13.6%
2775 SUNPOWER INC 5,951.0 $8K +5K +1069.2% $1.27
2776 RSVR RESERVOIR MEDIA INC Communication Services 771.0 $8K +107.0 +16.1% $9.79 +3.3%
2777 PCY INVESCO EXCH TRADED FD TR II 360.0 $8K +83.0 +30.0% $20.91 +1.0%
2778 ASPI ASP ISOTOPES INC Basic Materials 1,694.0 $7K +773.0 +83.9% $4.42 +19.0%
2779 KIO KKR INCOME OPPORTUNITIES FD Financial Services 680.0 $7K +7.0 +1.0% $11.00 +1.8%
2780 GDEN GOLDEN ENTMT INC Consumer Cyclical 277.0 $7K +51.0 +22.6% $26.69 +7.0%
Page 139 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%