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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 146 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 GLP GLOBAL PARTNERS LP Energy 69.0 $3K +11.0 +19.0% $42.10 +18.9%
2902 GOHEALTH INC 1,838.0 $3K +841.0 +84.3% $1.51
2903 ETON PHARMACEUTICALS INC 107.0 $3K +81.0 +311.5% $24.68
2904 TSEM TOWER SEMICONDUCTOR LTD Technology 15.0 $3K +9.0 +150.0% $175.47 +43.2%
2905 MNTK MONTAUK RENEWABLES INC Utilities 2,274.0 $3K +1K +101.8% $1.15 +27.0%
2906 PAMT CORP 304.0 $3K +208.0 +216.7% $8.45
2907 VRM VROOM INC Consumer Cyclical 192.0 $3K +134.0 +231.0% $13.31 -5.0%
2908 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 158.0 $3K +4.0 +2.6% $16.05 +10.7%
2909 TRUMP MEDIA & TECHNOLOGY GRO 510.0 $3K +10.0 +2.0% $4.95
2910 MFIN MEDALLION FINANCIAL CORP Financial Services 291.0 $2K +81.0 +38.6% $8.56 +8.9%
2911 SKILLZ INC 961.0 $2K +944.0 +5552.9% $2.59
2912 WNEB WESTERN NEW ENG BANCORP INC Financial Services 192.0 $2K +54.0 +39.1% $12.93 +3.9%
2913 UNB UNION BANKSHARES INC Financial Services 99.0 $2K +55.0 +125.0% $24.32 -4.2%
2914 AMBQ AMBIQ MICRO INC Technology 91.0 $2K +42.0 +85.7% $25.41 +201.5%
2915 KINS KINGSTONE COS INC Financial Services 154.0 $2K +58.0 +60.4% $14.57 +4.3%
2916 VGAS VERDE CLEAN FUELS INC Utilities 1,318.0 $2K +1K +703.7% $1.69 +14.8%
2917 KFS KINGSWAY FINL SVCS INC Consumer Cyclical 213.0 $2K +5.0 +2.4% $10.43 +2.9%
2918 KOLIBRI GLOBAL ENERGY INC 399.0 $2K +377.0 +1713.6% $5.49
2919 ZSPACE INC 18,910.0 $2K +16K +465.8% $0.11
2920 IGRO ISHARES TR 25.0 $2K +17.0 +212.5% $83.96 +5.3%
Page 146 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%