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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 28 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FHN FIRST HORIZON CORPORATION Financial Services 190,735.0 $4.3M 0.01% +93K +94.3% $22.76 +4.9%
542 NVT NVENT ELEC PLC Industrials 36,686.0 $4.3M 0.01% +29K +389.1% $118.28 +37.8%
543 NRG NRG ENERGY INC Utilities 29,488.0 $4.3M 0.01% +1K +4.2% $146.14 -7.4%
544 BBJP J P MORGAN EXCHANGE TRADED F 62,504.0 $4.3M 0.01% +5K +9.5% $68.91 +6.8%
545 MSI MOTOROLA SOLUTIONS INC Technology 9,883.0 $4.3M 0.01% +2K +28.1% $433.98 -9.1%
546 CENCORA INC 13,589.0 $4.3M 0.01% +206.0 +1.5% $314.13
547 DMXF ISHARES TR 55,675.0 $4.2M 0.01% +7K +14.7% $75.45 +9.1%
548 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 46,458.0 $4.2M 0.01% +3K +6.8% $90.11 +14.4%
549 FLS FLOWSERVE CORP Industrials 56,921.0 $4.2M 0.01% +4K +7.3% $73.51 -9.1%
550 EXLS EXLSERVICE HLDGS INC Technology 136,818.0 $4.2M 0.01% +89K +183.6% $30.45 -5.0%
551 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 122,083.0 $4.1M 0.01% +118K +3216.6% $33.67 +2.1%
552 ACWV ISHARES INC 34,141.0 $4.1M 0.01% +808.0 +2.4% $119.51 +1.7%
553 BSCR INVESCO EXCH TRD SLF IDX FD 207,813.0 $4.1M 0.01% +128K +160.4% $19.62 -0.2%
554 SPHQ INVESCO EXCHANGE TRADED FD T 54,070.0 $4.1M 0.01% +36K +198.4% $75.19 +10.5%
555 NSC NORFOLK SOUTHN CORP Industrials 14,133.0 $4.1M 0.01% +1K +7.8% $287.01 +8.4%
556 CL COLGATE PALMOLIVE CO Consumer Defensive 47,549.0 $4.1M 0.01% +2K +4.9% $85.23 +5.4%
557 NOBL PROSHARES TR 38,218.0 $4.1M 0.01% +6K +18.3% $106.01 +0.4%
558 IBDW ISHARES TR 193,091.0 $4.0M 0.01% +23K +13.5% $20.93 -1.0%
559 NLR VANECK ETF TRUST 30,265.0 $4.0M 0.01% +4K +16.1% $133.19 -2.9%
560 MGK VANGUARD WORLD FD 10,923.0 $4.0M 0.01% +2K +18.9% $367.45 -75.9%
Page 28 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%