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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 84 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ASTS AST SPACEMOBILE INC Technology 2,268.0 $188K +997.0 +78.4% $82.87 +16.1%
1662 SWBI SMITH & WESSON BRANDS INC Industrials 13,101.0 $188K +7K +133.7% $14.33 +5.5%
1663 NAGE NIAGEN BIOSCIENCE INC Healthcare 42,219.0 $186K +34K +394.6% $4.41 -14.1%
1664 GEN GEN DIGITAL INC Technology 9,874.0 $186K +1K +12.1% $18.83 +32.0%
1665 CLEARWAY ENERGY INC 4,741.0 $186K +178.0 +3.9% $39.17
1666 VIAV VIAVI SOLUTIONS INC Technology 5,562.0 $185K +99.0 +1.8% $33.28 +44.5%
1667 WDS WOODSIDE ENERGY GROUP LTD Energy 7,738.0 $185K +3K +77.0% $23.88 -4.7%
1668 MSA MSA SAFETY INC Industrials 1,124.0 $184K +159.0 +16.5% $163.95 +2.8%
1669 HOPE HOPE BANCORP INC Financial Services 16,459.0 $184K +1K +6.9% $11.17 +11.5%
1670 PGEN PRECIGEN INC Healthcare 47,400.0 $183K +2K +3.3% $3.87 +10.3%
1671 SCHWAB STRATEGIC TR 7,157.0 $183K +597.0 +9.1% $25.55
1672 RVTY REVVITY INC Healthcare 2,087.0 $183K +355.0 +20.5% $87.59 +8.2%
1673 ACVA ACV AUCTIONS INC Consumer Cyclical 42,938.0 $182K +15K +51.3% $4.24 +39.2%
1674 COMMERCE.COM INC 68,025.0 $182K +29K +76.1% $2.67
1675 SKM SK TELECOM CO LTD Communication Services 6,184.0 $181K +529.0 +9.3% $29.29 +29.6%
1676 VECO VEECO INSTRS INC DEL Technology 5,344.0 $181K +276.0 +5.5% $33.86 +67.3%
1677 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 6,486.0 $181K +1K +23.6% $27.87 +0.5%
1678 VALE VALE S A Basic Materials 11,315.0 $180K +8K +254.7% $15.91 +2.8%
1679 TTAN SERVICETITAN INC Technology 2,829.0 $180K +3K +1690.5% $63.46 -1.1%
1680 GDRX GOODRX HLDGS INC Healthcare 91,554.0 $179K +68K +292.9% $1.96 +30.6%
Page 84 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%