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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 147 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 NUTX NUTEX HEALTH INC Healthcare 22.0 $2K +20.0 +1000.0% $95.05 +33.0%
2922 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 195.0 $2K +78.0 +66.7% $10.69 -16.8%
2923 RCMT RCM TECHNOLOGIES INC Industrials 108.0 $2K +84.0 +350.0% $19.14 +17.4%
2924 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 266.0 $2K +59.0 +28.5% $7.73 +33.3%
2925 MLP MAUI LD & PINEAPPLE INC Real Estate 127.0 $2K +25.0 +24.5% $15.39 +11.3%
2926 CRMT AMERICAS CAR-MART INC Consumer Cyclical 150.0 $2K +66.0 +78.6% $12.73 -6.7%
2927 CADL CANDEL THERAPEUTICS INC Healthcare 387.0 $2K +350.0 +946.0% $4.90 +57.4%
2928 GAIA GAIA INC NEW Communication Services 673.0 $2K +640.0 +1939.4% $2.77 -7.2%
2929 GEVO GEVO INC Basic Materials 682.0 $2K +518.0 +315.9% $2.73 -38.5%
2930 WALD WALDENCAST PLC Technology 1,925.0 $2K +178.0 +10.2% $0.95 +38.0%
2931 LWAY LIFEWAY FOODS INC Consumer Defensive 91.0 $2K +4.0 +4.6% $19.34 +30.3%
2932 QLTA ISHARES TR 34.0 $2K +11.0 +47.8% $47.59 -0.9%
2933 WHEELS UP EXPERIENCE INC 3,047.0 $2K +3K +10000.0% $0.52
2934 CIX COMPX INTL INC Industrials 66.0 $2K +1.0 +1.5% $23.36 -0.3%
2935 MAXI SIMPLIFY EXCHANGE TRADED FUN 161.0 $2K +2.0 +1.3% $9.51 +17.4%
2936 PSNL PERSONALIS INC Healthcare 235.0 $1K +211.0 +879.2% $6.37 +10.5%
2937 MORT VANECK ETF TRUST 141.0 $1K +128.0 +984.6% $10.26 -2.4%
2938 NEON NEONODE INC Technology 1,012.0 $1K +859.0 +561.4% $1.40 +27.1%
2939 SIEB SIEBERT FINL CORP Financial Services 735.0 $1K +722.0 +5553.9% $1.92 -6.2%
2940 LOGISTIC PROPERTIES OF THE A 410.0 $1K +49.0 +13.6% $3.30
Page 147 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%