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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 139 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 MARA MARA HOLDINGS INC Financial Services 17,165.0 $154K NEW $8.97 +58.5%
2762 BCI ABRDN ETFS 7,873.0 $154K NEW $19.56 +17.3%
2763 MXI ISHARES TR 1,596.0 $154K NEW $96.49 +14.2%
2764 CGW INVESCO EXCH TRADED FD TR II 2,443.0 $154K NEW $63.04 +0.7%
2765 KALU KAISER ALUMINUM CORP Basic Materials 1,334.0 $153K NEW $114.69 +59.3%
2766 EWX SPDR INDEX SHS FDS 2,328.0 $153K NEW $65.72 +15.9%
2767 IQDG WISDOMTREE TR 3,688.0 $153K NEW $41.49 +6.1%
2768 ONON ON HLDG AG Consumer Cyclical 3,282.0 $153K NEW $46.62 -16.6%
2769 ANNX ANNEXON INC Healthcare 30,297.0 $152K NEW $5.02 -2.3%
2770 FRONTVIEW REIT INC 10,283.0 $152K NEW $14.78
2771 BORR DRILLING LTD 37,687.0 $152K NEW $4.03
2772 HNRG HALLADOR ENERGY COMPANY Energy 7,988.0 $152K NEW $19.03 +2.2%
2773 LXFR LUXFER HLDGS PLC Industrials 11,216.0 $152K NEW $13.55 +40.8%
2774 LDSF FIRST TR EXCHNG TRADED FD VI 7,921.0 $152K NEW $19.19 -1.2%
2775 MCHI ISHARES TR 2,508.0 $151K NEW $60.21 -12.4%
2776 RUN SUNRUN INC Energy 8,213.0 $151K NEW $18.39 -26.5%
2777 CNX CNX RES CORP Energy 4,108.0 $151K NEW $36.76 -11.1%
2778 TIGO MILLICOM INTL CELLULAR S A Communication Services 2,725.0 $151K NEW $55.41 +52.3%
2779 RRX REGAL REXNORD CORPORATION Industrials 1,075.0 $151K NEW $140.47 +61.4%
2780 QUBT QUANTUM COMPUTING INC Technology 14,680.0 $151K NEW $10.29 +4.6%
Page 139 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%