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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 144 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 MYCF SSGA ACTIVE TR 157.0 $4K +108.0 +220.4% $25.06 -0.0%
2862 GFL GFL ENVIRONMENTAL INC Industrials 94.0 $4K +21.0 +28.8% $41.72 -11.7%
2863 BLFS BIOLIFE SOLUTIONS INC Healthcare 205.0 $4K +66.0 +47.5% $19.08 +25.8%
2864 EOLS EVOLUS INC Healthcare 944.0 $4K +832.0 +742.9% $4.11 +56.4%
2865 MNSB MAINSTREET BANCSHARES INC Financial Services 173.0 $4K +64.0 +58.7% $22.20 +3.5%
2866 VHI VALHI INC NEW Basic Materials 268.0 $4K +155.0 +137.2% $14.30 -10.4%
2867 GSM FERROGLOBE PLC Basic Materials 919.0 $4K +653.0 +245.5% $4.12 -6.8%
2868 AFRI FORAFRIC GLOBAL PLC Consumer Defensive 389.0 $4K +8.0 +2.1% $9.65 +4.9%
2869 BALI BLACKROCK ETF TRUST 121.0 $4K +51.0 +72.9% $30.81 +9.3%
2870 LAKE LAKELAND INDS INC Consumer Cyclical 454.0 $4K +397.0 +696.5% $8.19 +24.3%
2871 DEEP ETF SER SOLUTIONS 102.0 $4K +1.0 +1.0% $36.41 +6.4%
2872 VOX ROYALTY CORP 707.0 $4K +232.0 +48.8% $5.24
2873 NTSK NETSKOPE INC Technology 434.0 $4K +100.0 +29.9% $8.49 +34.6%
2874 AMRN AMARIN CORP PLC Healthcare 252.0 $4K +160.0 +173.9% $14.46 -1.3%
2875 SRBK SR BANCORP INC Financial Services 215.0 $4K +25.0 +13.2% $16.88 +7.5%
2876 NL NL INDS INC Industrials 599.0 $3K +250.0 +71.6% $5.83 +22.6%
2877 CMB.TECH NV 276.0 $3K +145.0 +110.7% $12.65
2878 ONEW ONEWATER MARINE INC Consumer Cyclical 363.0 $3K +248.0 +215.7% $9.45 +7.9%
2879 LOVE LOVESAC COMPANY Consumer Cyclical 231.0 $3K +136.0 +143.2% $14.77 +2.8%
2880 CHARGEPOINT HOLDINGS INC 701.0 $3K +558.0 +390.2% $4.86
Page 144 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%