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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 79 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CLSK CLEANSPARK INC Technology 26,580.0 $226K 0.00% +4K +16.9% $8.51 +87.7%
1562 RB GLOBAL INC 2,354.0 $226K 0.00% +105.0 +4.7% $95.85
1563 CBZ CBIZ INC Industrials 8,388.0 $225K 0.00% +7K +432.6% $26.85 +20.0%
1564 LPX LOUISIANA PAC CORP Basic Materials 3,093.0 $225K 0.00% +657.0 +27.0% $72.75 -3.1%
1565 GNR SPDR INDEX SHS FDS 3,012.0 $225K 0.00% +2K +445.6% $74.67 -1.2%
1566 RDVT RED VIOLET INC Technology 6,495.0 $225K 0.00% +406.0 +6.7% $34.60 +46.4%
1567 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,111.0 $225K 0.00% +88.0 +1.5% $36.75 +10.5%
1568 TDOC TELADOC HEALTH INC Healthcare 41,207.0 $225K 0.00% +35K +600.0% $5.45 +20.6%
1569 RDY DR REDDYS LABS LTD Healthcare 16,199.0 $224K 0.00% +1K +7.5% $13.85 -1.8%
1570 TGTX TG THERAPEUTICS INC Healthcare 6,742.0 $224K 0.00% +5K +247.5% $33.22 +17.0%
1571 WU WESTERN UN CO Financial Services 25,636.0 $224K 0.00% +10K +67.7% $8.73 -4.1%
1572 HLN HALEON PLC Healthcare 22,289.0 $223K 0.00% +404.0 +1.9% $10.01 -7.2%
1573 NORTHPOINTE BANCSHARES INC. 12,922.0 $223K 0.00% +99.0 +0.8% $17.26
1574 MOV MOVADO GROUP INC Consumer Cyclical 9,131.0 $223K 0.00% +6K +157.5% $24.42 +16.5%
1575 PIE INVESCO EXCH TRADED FD TR II 8,554.0 $223K 0.00% +8K +2461.1% $26.03 +22.3%
1576 IWMI NEOS ETF TRUST 4,680.0 $222K 0.00% +405.0 +9.5% $47.40 +8.5%
1577 VSTS VESTIS CORPORATION Industrials 28,220.0 $222K 0.00% +3K +13.4% $7.86 +49.4%
1578 ARCB ARCBEST CORP Industrials 2,252.0 $222K 0.00% +140.0 +6.6% $98.36 +26.6%
1579 IBEX IBEX LTD Technology 8,254.0 $221K 0.00% +2K +26.1% $26.82 +19.4%
1580 DEXC DIMENSIONAL ETF TRUST 3,394.0 $220K 0.00% +1K +44.6% $64.86 +19.9%
Page 79 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%