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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 96 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 WVE WAVE LIFE SCIENCES LTD Healthcare 14,851.0 $108K +13K +601.5% $7.25 -14.6%
1902 NFE NEW FORTRESS ENERGY INC Utilities 182,211.0 $108K +172K +1737.5% $0.59 +1.6%
1903 NPK INTERNATIONAL INC 7,412.0 $107K +2K +50.7% $14.49
1904 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 2,862.0 $107K +62.0 +2.2% $37.44 +2.0%
1905 IVES WEDBUSH SER TR 3,773.0 $107K +443.0 +13.3% $28.37 +30.8%
1906 MBIN MERCHANTS BANCORP IND Financial Services 2,493.0 $107K +696.0 +38.7% $42.91 +8.5%
1907 UA UNDER ARMOUR INC Consumer Cyclical 18,433.0 $107K +7K +57.8% $5.79 -13.1%
1908 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 34,760.0 $107K +33K +2363.5% $3.07 -11.7%
1909 FDBC FIDELITY D & D BANCORP INC Financial Services 2,458.0 $106K +204.0 +9.1% $43.28 +4.5%
1910 XEMD BONDBLOXX ETF TRUST 2,416.0 $106K +2K +191.1% $43.95 +1.4%
1911 SYRE SPYRE THERAPEUTICS INC Healthcare 2,105.0 $106K +135.0 +6.8% $50.44 +42.6%
1912 SFST SOUTHERN FIRST BANCSHARES Financial Services 1,948.0 $106K +53.0 +2.8% $54.50 +3.5%
1913 FRST PRIMIS FINANCIAL CORP Financial Services 7,985.0 $106K +393.0 +5.2% $13.28 +8.2%
1914 ENVIRI CORP 5,385.0 $106K +237.0 +4.6% $19.62
1915 SNEX STONEX GROUP INC Financial Services 1,310.0 $106K +459.0 +53.9% $80.65 +40.0%
1916 SENEA SENECA FOODS CORP NEW Consumer Defensive 698.0 $105K +241.0 +52.7% $151.12 -7.2%
1917 TNGX TANGO THERAPEUTICS INC Healthcare 5,039.0 $105K +207.0 +4.3% $20.92 +0.8%
1918 GOSS GOSSAMER BIO INC Healthcare 319,995.0 $105K +286K +842.4% $0.33 -38.8%
1919 SKEENA RES LTD NEW 3,536.0 $105K +3K +525.8% $29.72
1920 AIR AAR CORP Industrials 959.0 $105K +9.0 +0.9% $109.46 -0.8%
Page 96 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%