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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 124 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 Z ZILLOW GROUP INC Communication Services 3,362.0 $229K 0.00% NEW $68.11 -52.9%
2462 ACHR ARCHER AVIATION INC Industrials 30,343.0 $228K 0.00% NEW $7.51 -25.9%
2463 ACVA ACV AUCTIONS INC Consumer Cyclical 28,385.0 $228K 0.00% NEW $8.03 -19.3%
2464 FXNC FIRST NATL CORP Financial Services 9,050.0 $228K 0.00% NEW $25.19 +16.5%
2465 KRE SPDR SERIES TRUST 3,480.0 $226K 0.00% NEW $64.94 +10.4%
2466 FOXY SIMPLIFY EXCHANGE TRADED FUN 8,290.0 $226K 0.00% NEW $27.26 +7.6%
2467 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4,981.0 $226K 0.00% NEW $45.37 -12.7%
2468 FTAI AVIATION LTD 1,149.0 $226K 0.00% NEW $196.69
2469 FLUTTER ENTMT PLC 1,047.0 $225K 0.00% NEW $214.90
2470 EVENTBRITE INC 50,512.0 $225K 0.00% NEW $4.45
2471 CIM CHIMERA INVT CORP Real Estate 18,080.0 $225K 0.00% NEW $12.44 +6.7%
2472 IIPR INNOVATIVE INDL PPTYS INC Real Estate 4,746.0 $225K 0.00% NEW $47.41 +25.7%
2473 NMRK NEWMARK GROUP INC Real Estate 12,979.0 $225K 0.00% NEW $17.34 -14.2%
2474 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 40,253.0 $225K 0.00% NEW $5.59 -0.9%
2475 TBG EA SERIES TRUST 6,734.0 $225K 0.00% NEW $33.41 +9.4%
2476 SBSI SOUTHSIDE BANCSHARES INC Financial Services 7,382.0 $224K 0.00% NEW $30.34 +10.8%
2477 FIRST TR EXCHNG TRADED FD VI 6,853.0 $224K 0.00% NEW $32.69
2478 LIBERTY MEDIA CORP DEL 2,278.0 $224K 0.00% NEW $98.33
2479 ALDX ALDEYRA THERAPEUTICS INC Healthcare 43,305.0 $224K 0.00% NEW $5.17 -62.1%
2480 WTTR SELECT WATER SOLUTIONS INC Utilities 21,306.0 $224K 0.00% NEW $10.51 +68.4%
Page 124 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%