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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 145 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 IPI INTREPID POTASH INC Basic Materials 79.0 $3K +10.0 +14.5% $42.77 -3.7%
2882 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 1,534.0 $3K +1K +655.7% $2.17 -7.4%
2883 FDIQ INVESCO EXCH TRADED FD TR II 49.0 $3K +1.0 +2.1% $67.94 +3.4%
2884 HGTY HAGERTY INC Financial Services 315.0 $3K +43.0 +15.8% $10.53 +4.9%
2885 LFT LUMENT FINANCE TRUST INC Real Estate 2,583.0 $3K +2K +270.6% $1.26 -9.5%
2886 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 646.0 $3K +18.0 +2.9% $4.99 +12.7%
2887 SIDUS SPACE INC 1,388.0 $3K +1K +10000.0% $2.32
2888 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 227.0 $3K +147.0 +183.8% $14.15 +1.8%
2889 ASTRANA HEALTH INC 129.0 $3K +31.0 +31.6% $24.52
2890 AII AMERICAN INTEGRITY INS GROUP Financial Services 163.0 $3K +151.0 +1258.3% $19.28 -13.9%
2891 PDEX PRO-DEX INC COLO Healthcare 63.0 $3K +7.0 +12.5% $49.13 +29.2%
2892 SBC MED GROUP HLDGS INC 738.0 $3K +85.0 +13.0% $4.18
2893 STRW STRAWBERRY FIELDS REIT INC Real Estate 259.0 $3K +13.0 +5.3% $11.90 +10.8%
2894 MJ AMPLIFY ETF TR 133.0 $3K +6.0 +4.7% $23.02 +10.3%
2895 JIG J P MORGAN EXCHANGE TRADED F 41.0 $3K +24.0 +141.2% $74.24 +9.8%
2896 SVRA SAVARA INC Healthcare 554.0 $3K +61.0 +12.4% $5.46 -13.6%
2897 TLSI TRISALUS LIFE SCIENCES INC Healthcare 747.0 $3K +669.0 +857.7% $4.00 -19.0%
2898 FRD FRIEDMAN INDS INC Basic Materials 168.0 $3K +145.0 +630.4% $17.72 +17.4%
2899 GBANK FINL HLDGS INC 111.0 $3K +43.0 +63.2% $26.76
2900 SHOULDER INNOVATIONS INC 201.0 $3K +50.0 +33.1% $14.53
Page 145 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%