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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 36 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FLCB FRANKLIN TEMPLETON ETF TR 106,371.0 $2.3M 0.01% +81K +319.1% $21.49 -1.1%
702 CHTR CHARTER COMMUNICATIONS INC Communication Services 10,574.0 $2.3M 0.01% +1K +12.4% $215.89 -31.0%
703 ESML ISHARES TR 48,295.0 $2.3M 0.01% +547.0 +1.1% $47.02 +10.3%
704 CNXC CONCENTRIX CORP Technology 82,584.0 $2.3M 0.01% +45K +120.4% $27.36 -5.4%
705 HUN HUNTSMAN CORP Basic Materials 169,428.0 $2.3M 0.01% +56K +49.7% $13.31 +8.0%
706 RPRX ROYALTY PHARMA PLC Healthcare 46,861.0 $2.2M 0.01% +28K +150.1% $47.97 +10.6%
707 GLOBUS MED INC 26,004.0 $2.2M 0.01% +23K +763.6% $86.16
708 IBMO ISHARES TR 87,020.0 $2.2M 0.01% +8K +9.8% $25.63 +0.0%
709 FDT FIRST TR EXCH TRD ALPHDX FD 25,609.0 $2.2M 0.01% +15K +138.1% $86.93 +11.7%
710 LEA LEAR CORP Consumer Cyclical 18,340.0 $2.2M 0.01% +6K +53.4% $121.08 +14.3%
711 JMBS JANUS DETROIT STR TR 49,144.0 $2.2M 0.01% +20K +68.6% $45.18 -0.6%
712 WAT WATERS CORP Healthcare 7,433.0 $2.2M 0.01% +3K +66.1% $297.80 +14.6%
713 NULV NUSHARES ETF TR 47,830.0 $2.2M 0.01% +252.0 +0.5% $45.50 +10.5%
714 HIG HARTFORD INSURANCE GROUP INC Financial Services 16,071.0 $2.2M 0.01% +582.0 +3.8% $135.23 +0.6%
715 HR HEALTHCARE RLTY TR Real Estate 127,657.0 $2.2M 0.01% +50K +64.4% $16.99 +19.8%
716 NPFI NUSHARES ETF TR 83,628.0 $2.2M 0.01% +17K +24.6% $25.77 +0.7%
717 MPWR MONOLITHIC PWR SYS INC Technology 1,970.0 $2.2M 0.01% +10.0 +0.5% $1093.23 +42.8%
718 TCBI TEXAS CAP BANCSHARES INC Financial Services 22,685.0 $2.2M 0.01% +1K +4.9% $94.88 +4.1%
719 FBT FIRST TR EXCHANGE-TRADED FD 10,697.0 $2.1M 0.01% +6K +109.9% $200.82 +5.8%
720 AWR AMER STATES WTR CO Utilities 28,323.0 $2.1M 0.01% +867.0 +3.2% $75.62 +0.9%
Page 36 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%