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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 168 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 SLG SL GREEN RLTY CORP Real Estate 1,543.0 $71K NEW $46.01 +9.9%
3342 FXN FIRST TR EXCHANGE TRADED FD 4,299.0 $71K NEW $16.52 +22.1%
3343 OIH VANECK ETF TRUST 249.0 $71K NEW $285.14 +35.2%
3344 PFXF VANECK ETF TRUST 4,000.0 $71K NEW $17.75 +4.2%
3345 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 6,281.0 $71K NEW $11.30 -4.5%
3346 SHAK SHAKE SHACK INC Consumer Cyclical 871.0 $71K NEW $81.52 -27.5%
3347 PSEP INNOVATOR ETFS TRUST 1,629.0 $71K NEW $43.59 +5.5%
3348 EAPR INNOVATOR ETFS TRUST 2,405.0 $71K NEW $29.52 +12.5%
3349 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 1,710.0 $71K NEW $41.52 -32.1%
3350 STRATEGY INC 895.0 $71K NEW $79.33
3351 CRPT FIRST TR EXCHNG TRADED FD VI 4,650.0 $70K NEW $15.05 -10.4%
3352 ETF OPPORTUNITIES TRUST 4,640.0 $70K NEW $15.09
3353 MTW MANITOWOC CO INC Industrials 5,854.0 $70K NEW $11.96 +10.1%
3354 RBCAA REPUBLIC BANCORP INC KY Financial Services 1,018.0 $70K NEW $68.76 +23.3%
3355 CMTG CLAROS MTG TR INC Real Estate 22,965.0 $70K NEW $3.05 -10.4%
3356 CGCB CAPITAL GRP FIXED INCM ETF T 2,640.0 $70K NEW $26.52 -1.0%
3357 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 1,874.0 $70K NEW $37.35 +77.4%
3358 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 2,503.0 $70K NEW $27.97 -42.0%
3359 CAPL CROSSAMERICA PARTNERS LP Energy 3,387.0 $70K NEW $20.67 +6.5%
3360 BRX BRIXMOR PPTY GROUP INC Real Estate 2,668.0 $70K NEW $26.24 +17.8%
Page 168 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%