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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 120 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 BBSI BARRETT BUSINESS SVCS INC Industrials 6,911.0 $250K 0.00% NEW $36.17 -8.7%
2382 SD SANDRIDGE ENERGY INC Energy 17,311.0 $250K 0.00% NEW $14.44 -2.9%
2383 DRIV GLOBAL X FDS 8,452.0 $250K 0.00% NEW $29.58 +35.6%
2384 IBEX IBEX LTD Technology 6,548.0 $250K 0.00% NEW $38.18 -20.8%
2385 THRM GENTHERM INC Consumer Cyclical 6,858.0 $249K 0.00% NEW $36.31 -1.0%
2386 YORW YORK WTR CO Utilities 7,816.0 $249K 0.00% NEW $31.86 -7.3%
2387 TLTI NEOS ETF TRUST 5,414.0 $249K 0.00% NEW $45.99 -0.3%
2388 DNP DNP SELECT INCOME FD INC Financial Services 24,839.0 $248K 0.00% NEW $9.98 +7.1%
2389 VIV TELEFONICA BRASIL SA Communication Services 20,924.0 $248K 0.00% NEW $11.85 +6.2%
2390 LCII LCI INDS Consumer Cyclical 2,041.0 $248K 0.00% NEW $121.51 -24.4%
2391 PSFF PACER FDS TR 7,661.0 $248K 0.00% NEW $32.37 +5.8%
2392 FIRST TR EXCHNG TRADED FD VI 6,337.0 $248K 0.00% NEW $39.14
2393 BUR BURFORD CAP LTD Financial Services 27,692.0 $247K 0.00% NEW $8.92 -49.2%
2394 NEWT NEWTEKONE INC Financial Services 21,793.0 $247K 0.00% NEW $11.33 +22.7%
2395 PBDC PUTNAM ETF TRUST 8,078.0 $247K 0.00% NEW $30.58 -13.0%
2396 VRE VERIS RESIDENTIAL INC Real Estate 16,603.0 $247K 0.00% NEW $14.88 +27.6%
2397 UEC URANIUM ENERGY CORP Energy 21,085.0 $246K 0.00% NEW $11.67 +2.9%
2398 PMAR INNOVATOR ETFS TRUST 5,474.0 $246K 0.00% NEW $44.94 +6.2%
2399 DVA DAVITA INC Healthcare 2,155.0 $245K 0.00% NEW $113.69 +82.9%
2400 FMBH FIRST MID ILL BANCSHARES INC Financial Services 6,283.0 $245K 0.00% NEW $38.99 +17.6%
Page 120 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%