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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 127 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 IGOV ISHARES TR 5,119.0 $213K 0.00% NEW $41.61 -1.0%
2522 TRNO TERRENO RLTY CORP Real Estate 3,602.0 $212K 0.00% NEW $58.86 +9.3%
2523 KBWD INVESCO EXCH TRADED FD TR II 15,549.0 $212K 0.00% NEW $13.63 -9.9%
2524 SMTC SEMTECH CORP Technology 2,879.0 $212K 0.00% NEW $73.64 +114.9%
2525 ACLS AXCELIS TECHNOLOGIES INC Technology 2,623.0 $211K 0.00% NEW $80.44 +133.1%
2526 FCF FIRST COMWLTH FINL CORP PA Financial Services 12,531.0 $211K 0.00% NEW $16.84 +16.0%
2527 AGCO AGCO CORP Industrials 2,027.0 $211K 0.00% NEW $104.09 +9.2%
2528 RDY DR REDDYS LABS LTD Healthcare 15,062.0 $211K 0.00% NEW $14.01 -5.1%
2529 TRP TC ENERGY CORP Energy 3,831.0 $211K 0.00% NEW $55.08 +22.9%
2530 EBC EASTERN BANKSHARES INC Financial Services 11,439.0 $211K 0.00% NEW $18.45 +11.7%
2531 BMBL BUMBLE INC Technology 58,731.0 $210K 0.00% NEW $3.58 -17.2%
2532 FIRST TR HIGH YIELD OPPRT 20 14,922.0 $210K 0.00% NEW $14.07
2533 WD WALKER & DUNLOP INC Financial Services 3,498.0 $210K 0.00% NEW $60.03 -13.4%
2534 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 14,693.0 $210K 0.00% NEW $14.29 -3.2%
2535 UVE UNIVERSAL INS HLDGS INC Financial Services 6,207.0 $210K 0.00% NEW $33.83 +12.6%
2536 APPS DIGITAL TURBINE INC Technology 42,083.0 $210K 0.00% NEW $4.99 +72.5%
2537 TY TRI CONTL CORP Financial Services 6,421.0 $210K 0.00% NEW $32.71 +6.1%
2538 ROBO EXCHANGE TRADED CONCEPTS TRU 3,019.0 $209K 0.00% NEW $69.23 +24.2%
2539 BATT AMPLIFY ETF TR 15,161.0 $209K 0.00% NEW $13.79 +20.2%
2540 OUTFRONT MEDIA INC 8,682.0 $209K 0.00% NEW $24.07
Page 127 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%