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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 143 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 AVSF AMERICAN CENTY ETF TR 99.0 $5K +98.0 +9800.0% $46.80 -0.6%
2842 HQI HIREQUEST INC Industrials 457.0 $5K +337.0 +280.8% $9.98 +20.3%
2843 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 2,577.0 $5K +343.0 +15.3% $1.76 +132.4%
2844 DSGN DESIGN THERAPEUTICS INC Healthcare 423.0 $5K +184.0 +77.0% $10.64 -1.4%
2845 VVR INVESCO SR INCOME TR Financial Services 1,367.0 $4K +151.0 +12.4% $3.22 -7.1%
2846 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 35.0 $4K +9.0 +34.6% $124.66 -12.4%
2847 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 452.0 $4K +117.0 +34.9% $9.34 -2.5%
2848 FRNW FIDELITY COVINGTON TRUST 181.0 $4K +81.0 +81.0% $23.11 +12.5%
2849 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 434.0 $4K +256.0 +143.8% $9.63 -6.8%
2850 HF FOODS GROUP INC 2,253.0 $4K +2K +549.3% $1.85
2851 ELMD ELECTROMED INC Healthcare 178.0 $4K +79.0 +79.8% $23.41 +63.9%
2852 JIVE J P MORGAN EXCHANGE TRADED F 48.0 $4K +31.0 +182.3% $85.65 +7.4%
2853 UNITED SEC BANCSHARES CALIF 388.0 $4K +22.0 +6.0% $10.51
2854 RAVI FLEXSHARES TR 54.0 $4K +22.0 +68.8% $75.41 -0.1%
2855 OPFI OPPFI INC Technology 528.0 $4K +161.0 +43.9% $7.71 +8.3%
2856 CSPI CSP INC Technology 466.0 $4K +451.0 +3006.7% $8.65 +8.9%
2857 FITLIFE BRANDS INC 283.0 $4K +238.0 +528.9% $14.20
2858 SMHI SEACOR MARINE HLDGS INC Industrials 557.0 $4K +63.0 +12.8% $7.16 +2.5%
2859 ARAI ARRIVE AI INC Technology 4,972.0 $4K +5K +10000.0% $0.80 -14.9%
2860 SKYX SKYX PLATFORMS CORP Industrials 3,524.0 $4K +3K +606.2% $1.12 +2.7%
Page 143 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%