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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 148 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 ZIP ZIPRECRUITER INC Industrials 30,280.0 $118K NEW $3.90 -21.7%
2942 FIRST TR EXCHNG TRADED FD VI 5,368.0 $118K NEW $21.98
2943 JAMES RIV GROUP HOLDINGS INC 18,576.0 $118K NEW $6.35
2944 AVSU AMERICAN CENTY ETF TR 1,540.0 $118K NEW $76.62 +14.8%
2945 BCC BOISE CASCADE CO DEL Basic Materials 1,607.0 $118K NEW $73.43 +1.7%
2946 MGA MAGNA INTL INC Consumer Cyclical 2,220.0 $118K NEW $53.15 +22.9%
2947 CORZ CORE SCIENTIFIC INC NEW Technology 8,036.0 $117K NEW $14.56 +100.3%
2948 MLAB MESA LABS INC Technology 1,485.0 $117K NEW $78.79 +20.7%
2949 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 3,131.0 $117K NEW $37.37 -14.8%
2950 CGBD CARLYLE SECURED LENDING INC Financial Services 9,340.0 $117K NEW $12.53 -12.6%
2951 PHR PHREESIA INC Healthcare 6,888.0 $117K NEW $16.99 -44.8%
2952 XVV ISHARES TR 2,218.0 $117K NEW $52.75 +8.1%
2953 DIEBOLD NIXDORF INC 1,719.0 $117K NEW $68.06
2954 LPL LG DISPLAY CO LTD Technology 27,617.0 $116K NEW $4.20 +10.5%
2955 SKM SK TELECOM CO LTD Communication Services 5,655.0 $116K NEW $20.51 +76.5%
2956 TBT PROSHARES TR 3,319.0 $116K NEW $34.95 -0.4%
2957 GMAR FIRST TR EXCHNG TRADED FD VI 2,830.0 $116K NEW $40.99 +7.8%
2958 NTES NETEASE INC Technology 845.0 $116K NEW $137.28 -11.6%
2959 LEGR FIRST TR EXCHANGE-TRADED FD 1,956.0 $116K NEW $59.30 +10.9%
2960 BFST BUSINESS FIRST BANCSHARES IN Financial Services 4,446.0 $116K NEW $26.09 +10.3%
Page 148 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%