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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 152 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 BBNX BETA BIONICS INC Healthcare 3,430.0 $105K NEW $30.61 -54.7%
3022 IAUI NEOS ETF TRUST 1,871.0 $105K NEW $56.12 -9.3%
3023 IVES WEDBUSH SER TR 3,330.0 $105K NEW $31.53 +20.6%
3024 CRK COMSTOCK RES INC Energy 4,532.0 $105K NEW $23.17 -43.5%
3025 DWX SPDR INDEX SHS FDS 2,383.0 $105K NEW $44.06 +5.6%
3026 STGW STAGWELL INC Communication Services 21,561.0 $105K NEW $4.87 +37.8%
3027 DEUS DBX ETF TR 1,808.0 $105K NEW $58.08 +11.2%
3028 STEL STELLAR BANCORP INC Financial Services 3,392.0 $105K NEW $30.96 +24.1%
3029 GOSS GOSSAMER BIO INC Healthcare 33,957.0 $105K NEW $3.09 -94.6%
3030 PJUN INNOVATOR ETFS TRUST 2,518.0 $105K NEW $41.70 +3.7%
3031 JHSC JOHN HANCOCK EXCHANGE TRADED 2,483.0 $104K NEW $41.88 +14.4%
3032 RGR STURM RUGER & CO INC Industrials 3,192.0 $104K NEW $32.58 +23.4%
3033 LPRO OPEN LENDING CORP Financial Services 66,978.0 $104K NEW $1.55 +100.3%
3034 INTERNATIONAL BANCSHARES COR 1,563.0 $104K NEW $66.54
3035 SPT SPROUT SOCIAL INC Technology 9,183.0 $103K NEW $11.22 -41.6%
3036 SKYWARD SPECIALTY INS GROUP 2,013.0 $103K NEW $51.17
3037 EMQQ EXCHANGE TRADED CONCEPTS TRU 2,552.0 $103K NEW $40.36 -21.6%
3038 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 3,409.0 $103K NEW $30.21 -10.7%
3039 PTLC PACER FDS TR 1,857.0 $103K NEW $55.47 +5.0%
3040 LILAK LIBERTY LATIN AMERICA LTD Communication Services 13,800.0 $103K NEW $7.46 -35.8%
Page 152 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%