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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 150 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 MNKD MANNKIND CORP Healthcare 19,770.0 $112K NEW $5.67 -30.5%
2982 OFLX OMEGA FLEX INC Industrials 3,802.0 $112K NEW $29.46 +5.7%
2983 ATLC ATLANTICUS HOLDINGS CORP Financial Services 1,677.0 $112K NEW $66.79 +49.9%
2984 MSEX MIDDLESEX WTR CO Utilities 2,231.0 $112K NEW $50.20 +3.7%
2985 J P MORGAN EXCHANGE TRADED F 902.0 $112K NEW $124.17
2986 FEP FIRST TR EXCH TRD ALPHDX FD 2,056.0 $111K NEW $53.99 +7.5%
2987 KVYO KLAVIYO INC Technology 3,432.0 $111K NEW $32.34 -59.0%
2988 USA LIBERTY ALL STAR EQUITY FD Financial Services 17,705.0 $111K NEW $6.27 -7.5%
2989 NMR NOMURA HLDGS INC Financial Services 13,171.0 $111K NEW $8.43 +6.4%
2990 BFC BANK FIRST CORP Financial Services 906.0 $110K NEW $121.41 +17.5%
2991 PAYSAFE LIMITED 13,538.0 $110K NEW $8.13
2992 PFFV GLOBAL X FDS 4,904.0 $109K NEW $22.23 +0.0%
2993 PBR PETROLEO BRASILEIRO SA PETRO Energy 9,212.0 $109K NEW $11.83 +41.6%
2994 AGQ PROSHARES TR II Financial Services 700.0 $109K NEW $155.71 -45.4%
2995 GDOT GREEN DOT CORP Financial Services 8,513.0 $109K NEW $12.80 -0.4%
2996 GAB GABELLI EQUITY TR INC Financial Services 17,664.0 $109K NEW $6.17 -11.0%
2997 ARX ACCELERANT HOLDINGS Financial Services 6,666.0 $109K NEW $16.35 -20.6%
2998 ISCB ISHARES TR 1,677.0 $109K NEW $65.00 +13.0%
2999 NOK NOKIA CORP Technology 16,691.0 $108K NEW $6.47 +108.5%
3000 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 2,800.0 $108K NEW $38.57 -6.8%
Page 150 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%