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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 39 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 GBCI GLACIER BANCORP INC NEW Financial Services 40,160.0 $1.8M 0.01% +5K +12.8% $44.67 +7.0%
762 STUBHUB HLDGS INC 286,217.0 $1.8M 0.01% +9K +3.4% $6.24
763 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 25,221.0 $1.8M 0.01% +18K +240.4% $70.51 -22.5%
764 CCC CCC INTELLIGENT SOLUTIONS HL Technology 292,858.0 $1.8M 0.01% +289K +6752.1% $6.00 -24.3%
765 NTB BANK OF N T BUTTERFIELD & SO Financial Services 33,464.0 $1.8M 0.01% +3K +8.3% $52.48 +6.9%
766 IOCT INNOVATOR ETFS TRUST 49,988.0 $1.8M 0.01% +1K +2.5% $35.05 +4.4%
767 GSLC GOLDMAN SACHS ETF TR 13,801.0 $1.7M 0.01% +864.0 +6.7% $125.13 +12.6%
768 NTCT NETSCOUT SYS INC Technology 53,916.0 $1.7M 0.01% +4K +7.4% $31.79 +24.1%
769 CHE CHEMED CORP NEW Healthcare 4,530.0 $1.7M 0.00% +446.0 +10.9% $377.74 +16.9%
770 QTWO Q2 HLDGS INC Technology 36,144.0 $1.7M 0.00% +26K +266.6% $47.30 -0.5%
771 NWL NEWELL BRANDS INC Consumer Defensive 497,330.0 $1.7M 0.00% +155K +45.1% $3.43 +4.4%
772 FIRST TR EXCH TRADED FD III 78,587.0 $1.7M 0.00% +34K +76.0% $21.70
773 FTC FIRST TR EXCHANGE-TRADED ALP 11,047.0 $1.7M 0.00% +208.0 +1.9% $154.15 +15.1%
774 LBRDK LIBERTY BROADBAND CORP Communication Services 33,721.0 $1.7M 0.00% +18K +117.4% $50.30 -30.7%
775 CRCL CIRCLE INTERNET GROUP INC Financial Services 17,584.0 $1.7M 0.00% +15K +629.9% $95.41 +20.4%
776 CMS CMS ENERGY CORP Utilities 21,594.0 $1.7M 0.00% +5K +33.2% $77.58 -5.1%
777 FE FIRSTENERGY CORP Utilities 33,040.0 $1.7M 0.00% +10K +41.7% $50.66 -10.2%
778 WTPI WISDOMTREE TR 52,391.0 $1.7M 0.00% +24K +85.5% $31.91 +4.5%
779 CDW CDW CORP Technology 13,708.0 $1.7M 0.00% +12K +748.8% $121.02 -11.7%
780 MCY MERCURY GENL CORP NEW Financial Services 18,810.0 $1.7M 0.00% +111.0 +0.6% $88.15 +16.1%
Page 39 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%