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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 13 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TSRS TRUTH SOCIAL FUNDS 39.0 $986.0 NEW $25.28 +7.4%
242 TSSD TRUTH SOCIAL FUNDS 40.0 $977.0 NEW $24.43 +7.6%
243 TOLZ PROSHARES TR 16.0 $960.0 NEW $60.00 +2.6%
244 ENLIGHT RENEWABLE ENERGY LTD 14.0 $956.0 NEW $68.29
245 QTOP ISHARES TR 30.0 $898.0 NEW $29.93 +26.3%
246 TSNF TRUTH SOCIAL FUNDS 37.0 $877.0 NEW $23.70 +30.2%
247 SPXT PROSHARES TR 8.0 $810.0 NEW $101.25 +6.8%
248 ERO ERO COPPER CORP Basic Materials 29.0 $773.0 NEW $26.66 -1.1%
249 GRNB VANECK ETF TRUST 27.0 $647.0 NEW $23.96 +0.1%
250 XEROX HOLDINGS CORP 6,724.0 $609.0 NEW $0.09
251 JADE J P MORGAN EXCHANGE TRADED F 9.0 $597.0 NEW $66.33 +14.4%
252 XTIA XTI AEROSPACE INC Industrials 252.0 $522.0 NEW $2.07 -17.9%
253 MANU MANCHESTER UTD PLC NEW Communication Services 31.0 $521.0 NEW $16.81 +17.6%
254 BW LPG LTD 26.0 $452.0 NEW $17.38
255 RPID RAPID MICRO BIOSYSTEMS INC Healthcare 188.0 $427.0 NEW $2.27 -11.5%
256 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 16.0 $388.0 NEW $24.25 +3.2%
257 AKTS AKTIS ONCOLOGY INC Healthcare 21.0 $376.0 NEW $17.90 +6.3%
258 PLG PLATINUM GROUP METALS LTD Basic Materials 205.0 $363.0 NEW $1.77 -11.3%
259 NAYAX LTD 6.0 $336.0 NEW $56.00
260 SKYQ SKY QUARRY INC Energy 125.0 $321.0 NEW $2.57 +13.7%
Page 13 of 16  ·  303 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%