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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 140 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 UPST UPSTART HLDGS INC Financial Services 3,443.0 $151K NEW $43.86 -26.1%
2782 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 6,726.0 $150K NEW $22.30 -0.5%
2783 UE URBAN EDGE PPTYS Real Estate 7,809.0 $150K NEW $19.21 +15.9%
2784 TWST TWIST BIOSCIENCE CORP Healthcare 4,738.0 $150K NEW $31.66 +176.6%
2785 SPTE SP FUNDS TRUST 4,266.0 $150K NEW $35.16 +40.0%
2786 ABM ABM INDS INC Industrials 3,542.0 $150K NEW $42.35 +4.3%
2787 ALX ALEXANDERS INC Real Estate 687.0 $150K NEW $218.34 +18.8%
2788 OI O-I GLASS INC Consumer Cyclical 10,075.0 $149K NEW $14.79 -37.6%
2789 WOR WORTHINGTON ENTERPRISES INC Industrials 2,867.0 $148K NEW $51.62 +17.0%
2790 REGL PROSHARES TR 1,757.0 $148K NEW $84.23 +6.9%
2791 NUBD NUSHARES ETF TR 6,620.0 $148K NEW $22.36 -1.1%
2792 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 25,451.0 $148K NEW $5.82 -23.1%
2793 ISHARES TR 3,250.0 $148K NEW $45.54
2794 AOK ISHARES TR 3,666.0 $147K NEW $40.10 +3.6%
2795 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 2,014.0 $147K NEW $72.99 +16.2%
2796 IYR ISHARES TR 1,566.0 $147K NEW $93.87 +7.0%
2797 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 3,771.0 $146K NEW $38.72 -28.1%
2798 CUBE CUBESMART Real Estate 4,040.0 $146K NEW $36.14 +12.4%
2799 CXM SPRINKLR INC Technology 18,805.0 $146K NEW $7.76 -35.1%
2800 BNS BANK NOVA SCOTIA HALIFAX Financial Services 1,980.0 $146K NEW $73.74 +18.0%
Page 140 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%