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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 71 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 PLUS EPLUS INC Technology 3,992.0 $300K 0.00% +288.0 +7.8% $75.25 +10.2%
1402 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5,283.0 $300K 0.00% +334.0 +6.8% $56.77 -14.7%
1403 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 8,823.0 $299K 0.00% +1K +13.8% $33.85 +46.0%
1404 WEAV WEAVE COMMUNICATIONS INC Technology 64,547.0 $298K 0.00% +56K +614.6% $4.62 +27.5%
1405 TJUL INNOVATOR ETFS TRUST 10,153.0 $298K 0.00% +9K +1436.0% $29.36 +2.7%
1406 FISI FINANCIAL INSTITUTIONS INC Financial Services 9,379.0 $297K 0.00% +811.0 +9.5% $31.71 +11.5%
1407 SUSL ISHARES TR 2,617.0 $297K 0.00% +440.0 +20.2% $113.60 +15.5%
1408 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 15,522.0 $297K 0.00% +3K +27.0% $19.15 -6.1%
1409 FFBC 1ST FINL BANCORP Financial Services 10,658.0 $297K 0.00% +2K +22.7% $27.88 +10.0%
1410 NBXG NEUBERGER NEXT GENERATION Financial Services 23,088.0 $297K 0.00% +812.0 +3.6% $12.87 +20.3%
1411 EVT EATON VANCE TAX ADVT DIV INC Financial Services 12,102.0 $297K 0.00% +190.0 +1.6% $24.55 +7.4%
1412 CRSP CRISPR THERAPEUTICS AG Healthcare 6,238.0 $297K 0.00% +3K +72.3% $47.57 +4.9%
1413 LMND LEMONADE INC Financial Services 4,723.0 $296K 0.00% +2K +63.9% $62.68 -9.0%
1414 SPSC SPS COMM INC Technology 5,264.0 $293K 0.00% +3K +110.3% $55.67 -3.5%
1415 WASH WASHINGTON TR BANCORP INC Financial Services 8,734.0 $292K 0.00% +929.0 +11.9% $33.46 -4.0%
1416 INVESCO QUALITY MUN INCOME T 30,367.0 $292K 0.00% +26K +576.0% $9.62
1417 PGX INVESCO EXCH TRADED FD TR II 26,783.0 $291K 0.00% +11K +66.4% $10.88 +0.6%
1418 PRCT PROCEPT BIOROBOTICS CORP Healthcare 11,595.0 $290K 0.00% +10K +719.4% $25.01 +12.4%
1419 BROS DUTCH BROS INC Consumer Cyclical 5,716.0 $290K 0.00% +2K +48.9% $50.66 +5.5%
1420 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,322.0 $289K 0.00% +1K +1069.9% $218.72 -1.4%
Page 71 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%