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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 90 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 PUMP PROPETRO HLDG CORP Energy 10,121.0 $146K +389.0 +4.0% $14.41 +18.2%
1782 NMR NOMURA HLDGS INC Financial Services 18,381.0 $145K +5K +39.6% $7.89 +4.2%
1783 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 2,788.0 $145K +843.0 +43.3% $51.99 +23.3%
1784 GWX SPDR INDEX SHS FDS 3,427.0 $145K +459.0 +15.5% $42.23 +8.6%
1785 CRAI CRA INTL INC Industrials 891.0 $144K +90.0 +11.2% $161.88 -9.0%
1786 ABR ARBOR REALTY TRUST INC Real Estate 18,674.0 $144K +9K +87.6% $7.71 -23.3%
1787 WULF TERAWULF INC Financial Services 9,907.0 $143K +8K +312.4% $14.43 +49.9%
1788 DLO DLOCAL LTD Technology 11,015.0 $143K +1K +10.2% $12.97 -5.6%
1789 UNFI UNITED NAT FOODS INC Consumer Defensive 3,159.0 $142K +692.0 +28.1% $45.06 +11.8%
1790 NVGS NAVIGATOR HLDGS LTD Energy 7,335.0 $142K +3K +58.5% $19.33 +21.1%
1791 BL BLACKLINE INC Technology 3,814.0 $141K +3K +204.4% $37.00 -21.8%
1792 ISCB ISHARES TR 2,157.0 $140K +480.0 +28.6% $65.09 +9.0%
1793 NZAC SPDR INDEX SHS FDS 3,445.0 $140K +599.0 +21.1% $40.65 +13.0%
1794 BNS BANK NOVA SCOTIA B C Financial Services 2,018.0 $140K +38.0 +1.9% $69.31 +14.6%
1795 DFGX DIMENSIONAL ETF TRUST 2,662.0 $140K +137.0 +5.4% $52.44 +0.6%
1796 FBP FIRST BANCORP CORPORATION Financial Services 6,532.0 $140K +248.0 +4.0% $21.36 +13.1%
1797 JSTC TIDAL TRUST I 7,085.0 $138K +2K +37.3% $19.49 +12.0%
1798 CPK CHESAPEAKE UTILS CORP Utilities 1,093.0 $138K +68.0 +6.6% $126.34 +0.5%
1799 IHRT IHEARTMEDIA INC Communication Services 47,081.0 $137K +6K +13.8% $2.92 +67.1%
1800 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1,485.0 $136K +185.0 +14.2% $91.64 +4.8%
Page 90 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%