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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 151 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 GIB CGI INC Technology 1,172.0 $108K NEW $92.15 -33.5%
3002 SMBK SMARTFINANCIAL INC Financial Services 2,917.0 $108K NEW $37.02 +20.6%
3003 DDWM WISDOMTREE TR 2,476.0 $108K NEW $43.62 +7.7%
3004 PSC PRINCIPAL EXCHANGE TRADED FD 1,875.0 $108K NEW $57.60 +17.9%
3005 EUSA ISHARES INC 1,038.0 $107K NEW $103.08 +9.0%
3006 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 2,753.0 $107K NEW $38.87 +4.8%
3007 GSEP FIRST TR EXCHNG TRADED FD VI 2,763.0 $107K NEW $38.73 +5.6%
3008 WMG WARNER MUSIC GROUP CORP Communication Services 3,486.0 $107K NEW $30.69 -8.2%
3009 CMPS COMPASS PATHWAYS PLC Healthcare 15,530.0 $107K NEW $6.89 +81.9%
3010 STEW SRH TOTAL RETURN FUND INC Financial Services 5,777.0 $107K NEW $18.52 -5.0%
3011 FRST PRIMIS FINANCIAL CORP Financial Services 7,592.0 $106K NEW $13.96 +10.7%
3012 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1,300.0 $106K NEW $81.54 +16.4%
3013 EWL ISHARES INC 1,772.0 $106K NEW $59.82 +2.5%
3014 FYC FIRST TR EXCHANGE-TRADED ALP 1,108.0 $106K NEW $95.67 +25.9%
3015 SDGR SCHRODINGER INC Healthcare 5,951.0 $106K NEW $17.81 -11.5%
3016 RXRX RECURSION PHARMACEUTICALS IN Healthcare 26,018.0 $106K NEW $4.07 -20.7%
3017 JSTC TIDAL TRUST I 5,161.0 $105K NEW $20.34 +11.6%
3018 CIDARA THERAPEUTICS INC 474.0 $105K NEW $221.52
3019 AESI ATLAS ENERGY SOLUTIONS INC Energy 11,175.0 $105K NEW $9.40 +72.4%
3020 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 4,974.0 $105K NEW $21.11 -29.5%
Page 151 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%