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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 89 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 EA SERIES TRUST 5,208.0 $152K +270.0 +5.5% $29.21
1762 HLIO HELIOS TECHNOLOGIES INC Industrials 2,345.0 $152K +435.0 +22.8% $64.71 +20.5%
1763 AESI ATLAS ENERGY SOLUTIONS INC Energy 11,434.0 $150K +259.0 +2.3% $13.12 +48.4%
1764 NUKZ EXCHANGE TRADED CONCEPTS TRU 2,275.0 $150K +313.0 +15.9% $65.77 +6.2%
1765 INFINITY NAT RES INC 8,467.0 $149K +414.0 +5.1% $17.61
1766 PRGO PERRIGO CO PLC Healthcare 13,871.0 $149K +12K +533.1% $10.74 +3.9%
1767 GPIQ GOLDMAN SACHS ETF TR 3,009.0 $149K +434.0 +16.9% $49.49 +17.0%
1768 MCB METROPOLITAN BK HLDG CORP Financial Services 1,785.0 $149K +284.0 +18.9% $83.29 +9.6%
1769 PSIX POWER SOLUTIONS INTL INC Industrials 2,436.0 $148K +1K +87.1% $60.88 -39.3%
1770 CENX CENTURY ALUM CO Basic Materials 2,525.0 $148K +906.0 +56.0% $58.69 +3.0%
1771 LPL LG DISPLAY CO LTD Technology 38,189.0 $148K +11K +38.3% $3.88 +27.3%
1772 BLZE BACKBLAZE INC Technology 42,946.0 $148K +39K +1055.7% $3.45 +113.6%
1773 EQNR EQUINOR ASA Energy 3,506.0 $148K +455.0 +14.9% $42.20 -8.4%
1774 WMG WARNER MUSIC GROUP CORP Communication Services 5,785.0 $148K +2K +66.0% $25.54 +32.8%
1775 ORA ORMAT TECHNOLOGIES INC Utilities 1,318.0 $148K +64.0 +5.1% $111.92 +19.6%
1776 XSD SPDR SERIES TRUST 451.0 $147K +45.0 +11.1% $326.12 +76.8%
1777 MRTN MARTEN TRANS LTD Industrials 11,182.0 $147K +4K +50.1% $13.13 +26.4%
1778 HYSA BONDBLOXX ETF TRUST 9,869.0 $147K +1K +17.4% $14.85 +0.5%
1779 NSA NATIONAL STORAGE AFFILIATES Real Estate 3,879.0 $146K +279.0 +7.8% $37.74 +13.4%
1780 TASK TASKUS INC Technology 21,760.0 $146K +20K +1294.0% $6.71 -10.3%
Page 89 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%