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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 61 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 HXL HEXCEL CORP NEW Industrials 5,768.0 $467K 0.00% +578.0 +11.1% $80.93 +4.7%
1202 RWL INVESCO EXCH TRADED FD TR II 4,046.0 $465K 0.00% +837.0 +26.1% $114.92 +9.0%
1203 FFIV F5 INC Technology 1,605.0 $464K 0.00% +73.0 +4.8% $289.35 +32.6%
1204 PRAXIS PRECISION MEDICINES I 1,432.0 $461K 0.00% +558.0 +63.8% $322.19
1205 BTT BLACKROCK MUN TARGET TERM TR Financial Services 20,300.0 $461K 0.00% +500.0 +2.5% $22.70 -0.3%
1206 TREE LENDINGTREE INC Financial Services 10,727.0 $460K 0.00% +9K +475.5% $42.88 -13.1%
1207 WD WALKER & DUNLOP INC Financial Services 10,348.0 $459K 0.00% +7K +195.8% $44.38 +12.1%
1208 IPAR INTERPARFUMS INC Consumer Defensive 5,055.0 $459K 0.00% +4K +665.9% $90.84 +0.4%
1209 AUPH AURINIA PHARMACEUTICALS INC Healthcare 30,974.0 $459K 0.00% +14K +87.2% $14.82 +4.3%
1210 CC CHEMOURS CO Basic Materials 20,788.0 $458K 0.00% +9K +76.4% $22.03 -2.7%
1211 IYY ISHARES TR 2,887.0 $457K 0.00% +118.0 +4.3% $158.44 +13.7%
1212 ZUMZ ZUMIEZ INC Consumer Cyclical 20,619.0 $457K 0.00% +5K +32.9% $22.16 +2.8%
1213 LIVN LIVANOVA PLC Healthcare 7,188.0 $457K 0.00% +296.0 +4.3% $63.56 +15.9%
1214 NUVB NUVATION BIO INC Healthcare 106,444.0 $457K 0.00% +4K +4.0% $4.29 +11.7%
1215 XTWO BONDBLOXX ETF TRUST 9,179.0 $452K 0.00% +464.0 +5.3% $49.29 -0.7%
1216 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,031.0 $451K 0.00% +27.0 +1.4% $222.07 +71.3%
1217 LYG LLOYDS BANKING GROUP PLC Financial Services 89,442.0 $450K 0.00% +19K +27.3% $5.03 +7.6%
1218 ACDC PROFRAC HLDG CORP Energy 72,393.0 $449K 0.00% +16K +27.9% $6.20 +19.4%
1219 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 14,235.0 $448K 0.00% +1K +11.1% $31.49 +5.7%
1220 FNDA SCHWAB STRATEGIC TR 13,807.0 $448K 0.00% +979.0 +7.6% $32.43 +9.2%
Page 61 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%