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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 159 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 ADVISORS INNER CIRCLE FD II 2,781.0 $88K NEW $31.64
3162 FET FORUM ENERGY TECHNOLOGIES IN Energy 2,379.0 $88K NEW $36.99 +39.3%
3163 RH RH Consumer Cyclical 492.0 $88K NEW $178.86 -17.2%
3164 CFA VICTORY PORTFOLIOS II 963.0 $88K NEW $91.38 +6.6%
3165 CWEN CLEARWAY ENERGY INC Utilities 2,659.0 $88K NEW $33.10 +13.1%
3166 KOD KODIAK SCIENCES INC Healthcare 3,135.0 $88K NEW $28.07 +28.7%
3167 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 9,817.0 $88K NEW $8.96 +32.9%
3168 PRME PRIME MEDICINE INC Healthcare 25,427.0 $88K NEW $3.46 -6.7%
3169 NVDL GRANITESHARES ETF TR 1,000.0 $88K NEW $88.00 +13.3%
3170 ICUI ICU MED INC Healthcare 617.0 $88K NEW $142.63 -1.6%
3171 IDU ISHARES TR 802.0 $87K NEW $108.48 +3.7%
3172 FMAT FIDELITY COVINGTON TRUST 1,645.0 $87K NEW $52.89 +12.9%
3173 EVGO EVGO INC Consumer Cyclical 29,816.0 $87K NEW $2.92 -33.5%
3174 STANDARDAERO INC 3,027.0 $87K NEW $28.74
3175 MANAGED PORTFOLIO SERIES 3,462.0 $87K NEW $25.13
3176 GRUPO CIBEST SA 1,373.0 $87K NEW $63.36
3177 DGS WISDOMTREE TR 1,511.0 $87K NEW $57.58 +15.5%
3178 OPK OPKO HEALTH INC Healthcare 69,147.0 $87K NEW $1.26 +12.9%
3179 PKBK PARKE BANCORP INC Financial Services 3,467.0 $87K NEW $25.09 +27.0%
3180 ALG ALAMO GROUP INC Industrials 515.0 $86K NEW $166.99 -3.4%
Page 159 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%