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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 134 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 27,737.0 $178K NEW $6.42 -1.7%
2662 SMBC SOUTHERN MO BANCORP INC Financial Services 3,003.0 $178K NEW $59.27 +22.3%
2663 GDV GABELLI DIVID & INCOME TR Financial Services 6,392.0 $177K NEW $27.69 +4.6%
2664 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 2,858.0 $177K NEW $61.93 +30.4%
2665 IIIN INSTEEL INDS INC Industrials 5,595.0 $177K NEW $31.64 -8.0%
2666 VVX V2X INC Industrials 3,242.0 $177K NEW $54.60 +56.7%
2667 NRDS NERDWALLET INC Financial Services 13,096.0 $177K NEW $13.52 -38.0%
2668 ARKB ARK 21SHARES BITCOIN ETF Financial Services 6,106.0 $177K NEW $28.99 -28.0%
2669 JUNM FIRST TR EXCHNG TRADED FD VI 5,169.0 $177K NEW $34.24 +2.6%
2670 TDS TELEPHONE & DATA SYS INC Communication Services 4,286.0 $176K NEW $41.06 -3.6%
2671 TCOM TRIP COM GROUP LTD Consumer Cyclical 2,443.0 $176K NEW $72.04 -37.4%
2672 VIRTUS ARTIFICIAL INTELLIGEN 8,099.0 $176K NEW $21.73
2673 BBBI BONDBLOXX ETF TRUST 3,359.0 $175K NEW $52.10 -1.4%
2674 BYD BOYD GAMING CORP Consumer Cyclical 2,059.0 $175K NEW $84.99 -0.4%
2675 FTRI FIRST TR EXCHANGE TRADED FD 11,198.0 $175K NEW $15.63 +6.7%
2676 TALO TALOS ENERGY INC Energy 15,882.0 $175K NEW $11.02 +25.0%
2677 LBRDA LIBERTY BROADBAND CORP Communication Services 3,612.0 $174K NEW $48.17 -38.7%
2678 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 673.0 $174K NEW $258.54 +43.1%
2679 NATWEST GROUP PLC 9,923.0 $174K NEW $17.54
2680 CRITICAL METALS CORP 25,070.0 $174K NEW $6.94
Page 134 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%