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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 141 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 TOI THE ONCOLOGY INSTITUTE INC Healthcare 1,992.0 $6K +2K +10000.0% $3.07 +33.6%
2802 TOPW ROUNDHILL ETF TRUST 184.0 $6K +9.0 +5.1% $33.14 +17.2%
2803 FRANKLIN XRP TRUST 412.0 $6K +67.0 +19.4% $14.59
2804 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 1,419.0 $6K +1K +1251.4% $4.17 -9.6%
2805 FPRO FIDELITY COVINGTON TRUST 254.0 $6K +2.0 +0.8% $22.84 +8.4%
2806 TSAKOS ENERGY NAVIGATION LTD 147.0 $6K +52.0 +54.7% $39.46
2807 EPOL ISHARES TR 159.0 $6K +57.0 +55.9% $36.41 +9.2%
2808 LYTS LSI INDS INC OHIO Technology 309.0 $6K +42.0 +15.7% $18.60 +22.1%
2809 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 304.0 $6K +244.0 +406.7% $18.64 -12.2%
2810 BTMD BIOTE CORP Healthcare 4,193.0 $6K +3K +158.7% $1.35 +55.5%
2811 ELVN ENLIVEN THERAPEUTICS INC Healthcare 142.0 $6K +48.0 +51.1% $39.20 +2.5%
2812 STIM NEURONETICS INC Healthcare 3,818.0 $6K +4K +4613.6% $1.45 -17.9%
2813 AVIR ATEA PHARMACEUTICALS INC Healthcare 1,027.0 $6K +605.0 +143.4% $5.38 -22.1%
2814 FLYX FLYEXCLUSIVE INC Industrials 2,424.0 $5K +2K +10000.0% $2.26 +8.0%
2815 MBSF VALUED ADVISERS TR 214.0 $5K +2.0 +0.9% $25.50 +0.6%
2816 TVRD TVARDI THERAPEUTICS INC Healthcare 1,706.0 $5K +2K +728.2% $3.18 +21.1%
2817 AXGN AXOGEN INC Healthcare 160.0 $5K +44.0 +37.9% $33.13 +28.9%
2818 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 236.0 $5K +11.0 +4.9% $22.40 +4.6%
2819 GRPN GROUPON INC Communication Services 443.0 $5K +154.0 +53.3% $11.90 +46.3%
2820 GERN GERON CORP Healthcare 3,527.0 $5K +3K +931.3% $1.49 -18.1%
Page 141 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%