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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 95 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BUCK SIMPLIFY EXCHANGE TRADED FUN 4,748.0 $112K +3K +146.5% $23.50 +0.3%
1882 IDGT ISHARES TR 1,139.0 $111K +126.0 +12.4% $97.79 +23.7%
1883 DBC INVESCO DB COMMDY INDX TRCK Financial Services 3,844.0 $111K +982.0 +34.3% $28.95 +6.0%
1884 INVX INNOVEX INTERNATIONAL INC Energy 4,562.0 $111K +76.0 +1.7% $24.39 +26.4%
1885 UYG PROSHARES TR 1,515.0 $111K +135.0 +9.8% $73.39 +7.8%
1886 PSC PRINCIPAL EXCHANGE TRADED FD 1,939.0 $111K +64.0 +3.4% $57.32 +11.5%
1887 GAMESTOP CORP 4,805.0 $111K +3K +127.0% $23.04
1888 KRG KITE REALTY GROUP TRUST Real Estate 4,507.0 $111K +374.0 +9.1% $24.55 +9.5%
1889 KRRO KORRO BIO INC Healthcare 9,772.0 $111K +9K +3293.1% $11.32 -1.1%
1890 EZPW EZCORP INC Financial Services 4,354.0 $111K +208.0 +5.0% $25.38 +31.8%
1891 PKBK PARKE BANCORP INC Financial Services 3,872.0 $110K +405.0 +11.7% $28.40 +8.0%
1892 EUSA ISHARES INC 1,078.0 $110K +40.0 +3.9% $101.77 +8.0%
1893 PTLO PORTILLOS INC Consumer Cyclical 20,708.0 $110K +13K +187.0% $5.29 -26.3%
1894 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 3,375.0 $109K +29.0 +0.9% $32.43 +4.1%
1895 IDT IDT CORP Communication Services 2,229.0 $109K +754.0 +51.1% $49.10 +7.3%
1896 TRNS TRANSCAT INC Industrials 1,480.0 $109K +796.0 +116.4% $73.45 -7.6%
1897 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 2,778.0 $109K +1K +110.1% $39.12 +25.2%
1898 RVMD REVOLUTION MEDICINES INC Healthcare 1,116.0 $109K +414.0 +59.0% $97.25 +54.6%
1899 BIO BIO RAD LABS INC Healthcare 387.0 $108K +131.0 +51.2% $278.75 +2.9%
1900 VVV VALVOLINE INC Energy 3,200.0 $108K +1K +73.6% $33.68 -1.2%
Page 95 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%