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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 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 GAME GAMESQUARE HLDGS INC Technology 200 SOLD
182 INTEGRA RES CORP 25 SOLD
183 AMERICAN REBEL HLDGS INC 1 SOLD
184 SEASTAR MEDICAL HOLDING CORP 1 SOLD
185 ARTELO BIOSCIENCES INC 1 SOLD
186 URBAN-GRO INC 750 SOLD
187 LYRA LYRA THERAPEUTICS INC Healthcare 1 SOLD
188 GENERATION BIO CO 1 SOLD
189 ORIGIN MATERIALS INC 200 SOLD
190 VISION MARINE TECHNOLOGIES I 60 SOLD
191 OFFERPAD SOLUTIONS INC 23 SOLD
192 EXPAND ENERGY CORPORATION 1 SOLD
193 RANI RANI THERAPEUTICS HLDGS INC Healthcare 175 SOLD
194 SOLO BRANDS INC 1 SOLD
195 SNOW LAKE RES LTD 30 SOLD
196 EDIBLE GARDEN AG INC 650 SOLD
197 URGENTLY INC 3 SOLD
198 TEVOGEN BIO HLDGS INC 379 SOLD
199 EPSM EPSIUM ENTERPRISE LTD Consumer Defensive 11 SOLD
200 PUT ASTRAZENECA PLC 6,300 SOLD
Page 10 of 11  ·  208 positions
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%