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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 160 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 RDIV INVESCO EXCH TRADED FD TR II 1,661.0 $86K NEW $51.78 +11.3%
3182 ALLO ALLOGENE THERAPEUTICS INC Healthcare 62,738.0 $86K NEW $1.37 +45.9%
3183 BITO PROSHARES TR 7,051.0 $86K NEW $12.20 -29.8%
3184 TCBX THIRD COAST BANCSHARES INC Financial Services 2,258.0 $86K NEW $38.09 +2.4%
3185 PHIN PHINIA INC Consumer Cyclical 1,374.0 $86K NEW $62.59 +29.1%
3186 SN SHARKNINJA INC Consumer Cyclical 773.0 $86K NEW $111.25 +26.6%
3187 IDGT ISHARES TR 1,013.0 $86K NEW $84.90 +46.0%
3188 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 10,304.0 $86K NEW $8.35 +9.9%
3189 LIONSGATE STUDIOS CORP 9,291.0 $85K NEW $9.15
3190 MRTN MARTEN TRANS LTD Industrials 7,450.0 $85K NEW $11.41 +47.7%
3191 LRGG NOMURA ETF TR 2,878.0 $85K NEW $29.53 -6.7%
3192 EWY ISHARES INC 879.0 $85K NEW $96.70 +126.7%
3193 VSH VISHAY INTERTECHNOLOGY INC Technology 5,845.0 $85K NEW $14.54 +346.3%
3194 FBDC FIRST TR EXCHNG TRADED FD VI 4,353.0 $84K NEW $19.30 -13.5%
3195 ARKO ARKO CORP Consumer Cyclical 18,451.0 $84K NEW $4.55 +64.5%
3196 FSBC FIVE STAR BANCORP Financial Services 2,337.0 $84K NEW $35.94 +24.8%
3197 COMMUNITY WEST BANCSHARES NE 3,744.0 $84K NEW $22.44
3198 GMAB GENMAB A/S Healthcare 2,739.0 $84K NEW $30.67 -17.6%
3199 DFNL DAVIS FUNDAMENTAL ETF TR 1,741.0 $84K NEW $48.25 -0.6%
3200 CRVL CORVEL CORP Financial Services 1,238.0 $84K NEW $67.85 -13.7%
Page 160 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%