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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 77 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 26,411.0 $243K 0.00% +17K +179.7% $9.21 +13.0%
1522 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 14,900.0 $243K 0.00% +10K +181.4% $16.32 +0.6%
1523 NUS NU SKIN ENTERPRISES INC Consumer Defensive 33,369.0 $243K 0.00% +6K +23.9% $7.28 -18.5%
1524 MMI MARCUS & MILLICHAP INC Real Estate 9,116.0 $242K 0.00% +7K +303.9% $26.59 +8.4%
1525 QDEL QUIDELORTHO CORP Healthcare 14,736.0 $242K 0.00% +13K +758.2% $16.43 -27.8%
1526 COFS CHOICEONE FINANCIA Financial Services 8,596.0 $242K 0.00% +426.0 +5.2% $28.12 +11.8%
1527 HDB HDFC BANK LTD Financial Services 9,654.0 $240K 0.00% +215.0 +2.3% $24.88 -0.6%
1528 OUTFRONT MEDIA INC 9,048.0 $240K 0.00% +366.0 +4.2% $26.50
1529 AUGO AURA MINERALS INC Basic Materials 2,924.0 $239K 0.00% +3K +10000.0% $81.60 -11.1%
1530 SHAK SHAKE SHACK INC Consumer Cyclical 2,695.0 $238K 0.00% +2K +209.4% $88.47 -29.1%
1531 KB KB FINL GROUP INC Financial Services 2,390.0 $238K 0.00% +147.0 +6.5% $99.75 +5.1%
1532 SATS ECHOSTAR CORP Technology 2,035.0 $238K 0.00% +536.0 +35.8% $117.07 +6.1%
1533 DIEBOLD NIXDORF INC 3,154.0 $238K 0.00% +1K +83.5% $75.44
1534 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 42,452.0 $238K 0.00% +2K +5.5% $5.60 +1.3%
1535 VREX VAREX IMAGING CORP Healthcare 22,323.0 $237K 0.00% +3K +16.8% $10.61 -5.1%
1536 FTXO FIRST TR EXCHANGE TRADED FD 6,527.0 $236K 0.00% +6K +1927.0% $36.17 +5.6%
1537 SNDR SCHNEIDER NATIONAL INC Industrials 8,954.0 $236K 0.00% +170.0 +1.9% $26.36 +26.7%
1538 TRNO TERRENO RLTY CORP Real Estate 3,834.0 $236K 0.00% +232.0 +6.4% $61.43 +7.5%
1539 GOOD GLADSTONE COMMERCIAL CORP Real Estate 20,603.0 $235K 0.00% +4K +22.1% $11.43 +10.9%
1540 FIRST TR EXCHNG TRADED FD VI 7,208.0 $235K 0.00% +938.0 +15.0% $32.67
Page 77 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%