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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 149 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 13,648.0 $115K NEW $8.43 -5.1%
2962 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 4,870.0 $115K NEW $23.61 -11.1%
2963 MCB METROPOLITAN BK HLDG CORP Financial Services 1,501.0 $115K NEW $76.62 +21.5%
2964 CNNE CANNAE HLDGS INC Consumer Cyclical 7,313.0 $115K NEW $15.73 -13.0%
2965 NG NOVAGOLD RES INC Basic Materials 12,320.0 $115K NEW $9.33 -16.4%
2966 BANR BANNER CORP Financial Services 1,828.0 $115K NEW $62.91 +3.1%
2967 MAREX GROUP PLC 3,008.0 $115K NEW $38.23
2968 PRAA PRA GROUP INC Financial Services 6,420.0 $114K NEW $17.76 -15.9%
2969 RYZ RYERSON HLDG CORP Consumer Defensive 4,527.0 $114K NEW $25.18 +10.0%
2970 RCKT ROCKET PHARMACEUTICALS INC Healthcare 32,480.0 $114K NEW $3.51 -4.6%
2971 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 5,673.0 $114K NEW $20.10 -37.1%
2972 HARD SIMPLIFY EXCHANGE TRADED FUN 3,839.0 $114K NEW $29.70 +4.3%
2973 KSS KOHLS CORP Consumer Cyclical 5,607.0 $114K NEW $20.33 -15.2%
2974 JACK JACK IN THE BOX INC Consumer Cyclical 6,006.0 $114K NEW $18.98 -32.6%
2975 BAP CREDICORP LTD Financial Services 394.0 $113K NEW $286.80 +33.5%
2976 TERN TERNS PHARMACEUTICALS INC Healthcare 2,790.0 $113K NEW $40.50 +30.7%
2977 AMCX AMC NETWORKS INC Communication Services 11,858.0 $113K NEW $9.53 -1.8%
2978 IDLV INVESCO EXCH TRADED FD TR II 3,347.0 $113K NEW $33.76 +2.9%
2979 XNCR XENCOR INC Healthcare 7,376.0 $113K NEW $15.32 -17.5%
2980 HAIL SPDR SERIES TRUST 3,352.0 $112K NEW $33.41 +21.6%
Page 149 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%