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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 170 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 EMHC SPDR SERIES TRUST 2,644.0 $67K NEW $25.34 +0.5%
3382 NUV NUVEEN MUN VALUE FD INC Financial Services 7,402.0 $67K NEW $9.05 +1.2%
3383 OPCH OPTION CARE HEALTH INC Healthcare 2,102.0 $67K NEW $31.87 -31.0%
3384 FXD FIRST TR EXCHANGE TRADED FD 980.0 $67K NEW $68.37 +1.0%
3385 BKCI BNY MELLON ETF TRUST 1,291.0 $67K NEW $51.90 +3.2%
3386 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 5,762.0 $67K NEW $11.63 +56.7%
3387 ROAD CONSTRUCTION PARTNERS INC Industrials 615.0 $67K NEW $108.94 +12.7%
3388 CALX CALIX INC Technology 1,270.0 $67K NEW $52.76 -28.1%
3389 TBCH TURTLE BEACH CORP Technology 4,796.0 $67K NEW $13.97 -1.4%
3390 NUSC NUSHARES ETF TR 1,505.0 $67K NEW $44.52 +14.7%
3391 UJUN INNOVATOR ETFS TRUST 1,781.0 $67K NEW $37.62 +2.2%
3392 KODK EASTMAN KODAK CO Industrials 7,825.0 $66K NEW $8.43 +11.4%
3393 DNOW DNOW INC Energy 4,989.0 $66K NEW $13.23 +2.0%
3394 INGN INOGEN INC Healthcare 9,828.0 $66K NEW $6.72 -4.5%
3395 SFL SFL CORPORATION LTD Industrials 8,397.0 $66K NEW $7.86 +37.5%
3396 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 11,994.0 $66K NEW $5.50 +11.0%
3397 DCOM DIME CMNTY BANCSHARES INC Financial Services 2,180.0 $66K NEW $30.28 +28.8%
3398 BCH BANCO DE CHILE Financial Services 1,746.0 $66K NEW $37.80 +6.4%
3399 IHE ISHARES TR 776.0 $66K NEW $85.05 +8.0%
3400 PRK PARK NATL CORP Financial Services 433.0 $66K NEW $152.42 +15.9%
Page 170 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%