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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 74 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 COGT COGENT BIOSCIENCES INC Healthcare 6,990.0 $269K 0.00% +1K +19.3% $38.49 -15.1%
1462 BBSI BARRETT BUSINESS SVCS INC Industrials 9,191.0 $268K 0.00% +2K +33.0% $29.18 +8.0%
1463 WTFC WINTRUST FINL CORP Financial Services 1,928.0 $268K 0.00% +224.0 +13.2% $138.96 +7.9%
1464 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 5,744.0 $267K 0.00% +1K +21.1% $46.51 -6.3%
1465 HUDSON PACIFIC PROPERTIES IN 45,197.0 $267K 0.00% +43K +2499.0% $5.91
1466 ACADIAN ASSET MANAGEMENT INC 4,899.0 $267K 0.00% +820.0 +20.1% $54.42
1467 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 12,162.0 $266K 0.00% +1K +10.1% $21.89 +14.3%
1468 CTKB CYTEK BIOSCIENCES INC Healthcare 60,724.0 $265K 0.00% +8K +15.4% $4.37 -8.2%
1469 QQEW FIRST TR EXCHANGE-TRADED FD 2,084.0 $265K 0.00% +80.0 +4.0% $126.98 +18.6%
1470 CERS CERUS CORP Healthcare 144,900.0 $264K 0.00% +16K +12.2% $1.82 +48.9%
1471 SMURFIT WESTROCK PLC 6,617.0 $264K 0.00% +2K +57.1% $39.85
1472 WLK WESTLAKE CORPORATION Basic Materials 2,249.0 $263K 0.00% +2K +550.0% $116.82 -24.2%
1473 EGHT 8X8 INC NEW Technology 157,861.0 $262K 0.00% +47K +42.8% $1.66 +32.5%
1474 EDV VANGUARD WORLD FD 4,030.0 $262K 0.00% +2K +68.2% $64.94 -3.6%
1475 YORW YORK WTR CO Utilities 8,588.0 $262K 0.00% +772.0 +9.9% $30.45 -1.9%
1476 FMBH FIRST MID BANCSHARES INC Financial Services 6,348.0 $261K 0.00% +65.0 +1.0% $41.19 +5.9%
1477 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 2,991.0 $261K 0.00% +2K +297.2% $87.40 -1.7%
1478 ICICI BANK LIMITED 10,058.0 $261K 0.00% +1K +13.6% $25.90
1479 PBI PITNEY BOWES INC Industrials 23,574.0 $260K 0.00% +6K +33.9% $11.05 +38.0%
1480 AFRM AFFIRM HLDGS INC Technology 5,673.0 $260K 0.00% +2K +39.2% $45.82 +42.3%
Page 74 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%