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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 82 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 KBWD INVESCO EXCH TRADED FD TR II 16,221.0 $203K 0.00% +672.0 +4.3% $12.54 -0.5%
1622 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 10,958.0 $203K 0.00% +5K +88.2% $18.52 -9.9%
1623 CGDG CAPITAL GROUP DIVIDEND GROWE 5,651.0 $203K 0.00% +347.0 +6.5% $35.90 +4.6%
1624 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 5,564.0 $202K 0.00% +837.0 +17.7% $36.39 +2.0%
1625 CTO CTO RLTY GROWTH INC NEW Real Estate 10,942.0 $202K 0.00% +309.0 +2.9% $18.49 +10.8%
1626 ENSG ENSIGN GROUP INC Healthcare 1,004.0 $202K 0.00% +237.0 +30.9% $201.50 -14.8%
1627 WTM WHITE MTNS INS GROUP LTD Financial Services 92.0 $202K 0.00% +74.0 +411.1% $2196.96 -2.4%
1628 UMH UMH PPTYS INC Real Estate 13,997.0 $202K 0.00% +960.0 +7.4% $14.43 +6.6%
1629 VCRB VANGUARD MALVERN FDS 2,608.0 $202K 0.00% +2K +343.5% $77.38 -0.9%
1630 CRITICAL METALS CORP 25,386.0 $202K 0.00% +316.0 +1.3% $7.94
1631 ANIK ANIKA THERAPEUTICS INC Healthcare 13,865.0 $201K 0.00% +5K +62.4% $14.50 +3.6%
1632 ENTG ENTEGRIS INC Technology 1,703.0 $200K 0.00% +75.0 +4.6% $117.22 +12.1%
1633 TRIN TRINITY CAP INC Financial Services 13,532.0 $199K 0.00% +13K +1524.5% $14.71 +14.7%
1634 XSLV INVESCO EXCH TRADED FD TR II 4,217.0 $199K 0.00% +2K +63.8% $47.19 +5.4%
1635 COPX GLOBAL X FDS 2,604.0 $199K 0.00% +1K +97.7% $76.35 +8.7%
1636 PRLB PROTO LABS INC Industrials 3,486.0 $199K 0.00% +265.0 +8.2% $57.02 +24.7%
1637 GENI GENIUS SPORTS LIMITED Communication Services 44,645.0 $198K 0.00% +36K +433.2% $4.43 +10.4%
1638 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 34,182.0 $198K 0.00% +7K +24.7% $5.78 +0.7%
1639 INGRAM MICRO HLDG CORP 8,468.0 $197K 0.00% +4K +104.3% $23.31
1640 BBBI BONDBLOXX ETF TRUST 3,835.0 $197K 0.00% +476.0 +14.2% $51.43 -0.5%
Page 82 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%