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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 75 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 EDIT EDITAS MEDICINE INC Healthcare 105,001.0 $259K 0.00% +61K +137.7% $2.47 +8.1%
1482 RRR RED ROCK RESORTS INC Consumer Cyclical 4,858.0 $259K 0.00% +46.0 +1.0% $53.36 -1.7%
1483 MATX MATSON INC Industrials 1,574.0 $258K 0.00% +72.0 +4.8% $163.94 +11.5%
1484 KRE SPDR SERIES TRUST 3,960.0 $258K 0.00% +480.0 +13.8% $65.15 +6.2%
1485 SABR SABRE CORP Consumer Cyclical 177,017.0 $257K 0.00% +108K +155.6% $1.45 +9.0%
1486 PRAA PRA GROUP INC Financial Services 14,661.0 $257K 0.00% +8K +128.4% $17.50 -16.9%
1487 AAL AMERICAN AIRLINES GROUP INC Industrials 23,869.0 $256K 0.00% +3K +17.2% $10.74 +26.5%
1488 CBT CABOT CORP Basic Materials 3,399.0 $256K 0.00% +564.0 +19.9% $75.31 +4.0%
1489 GPRE GREEN PLAINS INC Basic Materials 15,547.0 $256K 0.00% +941.0 +6.4% $16.45 -8.4%
1490 SMBC SOUTHERN MO BANCORP INC Financial Services 3,998.0 $256K 0.00% +995.0 +33.1% $63.94 +7.2%
1491 VTEX VTEX Technology 63,807.0 $255K 0.00% +57K +894.0% $4.00 -9.8%
1492 IBCP INDEPENDENT BK CORP MICH Financial Services 7,650.0 $255K 0.00% +272.0 +3.7% $33.30 +2.2%
1493 WT WISDOMTREE INC Financial Services 17,483.0 $255K 0.00% +744.0 +4.4% $14.56 +32.0%
1494 FCT FIRST TR SR FLTG RATE INCOME Financial Services 26,346.0 $254K 0.00% +5K +23.1% $9.64 +0.5%
1495 HYZD WISDOMTREE TR 11,527.0 $254K 0.00% +10K +601.2% $22.01 +2.8%
1496 RLJ RLJ LODGING TR Real Estate 34,176.0 $254K 0.00% +3K +9.8% $7.42 +27.9%
1497 GH GUARDANT HEALTH INC Healthcare 2,745.0 $254K 0.00% +436.0 +18.9% $92.37 +27.8%
1498 GPIX GOLDMAN SACHS ETF TR 5,060.0 $253K 0.00% +945.0 +23.0% $50.04 +10.5%
1499 FDUS FIDUS INVT CORP Financial Services 14,520.0 $253K 0.00% +8K +116.9% $17.42 +7.6%
1500 LCII LCI INDS Consumer Cyclical 2,053.0 $252K 0.00% +12.0 +0.6% $122.98 -11.2%
Page 75 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%