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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 15 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MOMO HELLO GROUP INC Communication Services 15.0 $86.0 NEW $5.73 +5.1%
282 NYXOAH S A 29.0 $85.0 NEW $2.93
283 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 30.0 $84.0 NEW $2.80 -25.8%
284 EKSO EKSO BIONICS HLDGS INC Healthcare 7.0 $75.0 NEW $10.71 +10.1%
285 NOMD NOMAD FOODS LTD Consumer Defensive 7.0 $67.0 NEW $9.57 +5.4%
286 PHUN PHUNWARE INC Technology 34.0 $60.0 NEW $1.76 +12.8%
287 YB YUANBAO INC Financial Services 3.0 $53.0 NEW $17.67 -19.8%
288 PSIL ADVISORSHARES TR 3.0 $51.0 NEW $17.00 +14.5%
289 FGNX FG NEXUS INC. Financial Services 8.0 $40.0 NEW $5.00 +28.0%
290 SBET SHARPLINK INC Financial Services 6.0 $39.0 NEW $6.50 -4.4%
291 TSLA CALL TESLA INC Consumer Cyclical 500.0 $37.0 NEW $0.07 +552940.5%
292 CRTO CRITEO S A Communication Services 2.0 $36.0 NEW $18.00 -6.7%
293 RIME ALGORHYTHM HLDGS INC Technology 29.0 $32.0 NEW $1.10 -38.4%
294 TRNR INTERACTIVE STRENGTH INC Consumer Cyclical 15.0 $21.0 NEW $1.40 -17.6%
295 NEUBERGER HIGH YIELD ST FD I 2,629.0 $21.0 NEW $0.01
296 HBIO HARVARD BIOSCIENCE INC Healthcare 4.0 $19.0 NEW $4.75 +10.7%
297 XAIR BEYOND AIR INC Healthcare 25.0 $17.0 NEW $0.68 -40.0%
298 ORGN ORIGIN MATERIALS INC Basic Materials 7.0 $16.0 NEW $2.29 -37.4%
299 TVGN TEVOGEN BIO HLDGS INC Healthcare 2.0 $9.0 NEW $4.50 +122.2%
300 ARTL ARTELO BIOSCIENCES INC Healthcare 1.0 $8.0 NEW $8.00 -83.5%
Page 15 of 16  ·  303 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%