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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 173 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,582.0 $62K NEW $39.19 +53.4%
3442 ELPC COMPANHIA PARANAENSE DE ENER Utilities 6,373.0 $61K NEW $9.57 +18.3%
3443 MCS MARCUS CORP DEL Communication Services 3,941.0 $61K NEW $15.48 +54.1%
3444 AZTA AZENTA INC Healthcare 1,822.0 $61K NEW $33.48 -30.4%
3445 FEZ SPDR INDEX SHS FDS 951.0 $61K NEW $64.14 +9.2%
3446 ANIP ANI PHARMACEUTICALS INC Healthcare 776.0 $61K NEW $78.61 +1.1%
3447 BGC BGC GROUP INC Financial Services 6,882.0 $61K NEW $8.86 +35.9%
3448 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 3,704.0 $61K NEW $16.47 +1.2%
3449 KVLE KRANESHARES TRUST 2,391.0 $61K NEW $25.51 +9.9%
3450 XMTR XOMETRY INC Industrials 1,026.0 $61K NEW $59.45 +49.5%
3451 FIRST SVGS FINL GROUP INC 1,907.0 $61K NEW $31.99
3452 FIRST FNDTN INC 9,894.0 $61K NEW $6.17
3453 MBIN MERCHANTS BANCORP IND Financial Services 1,797.0 $61K NEW $33.95 +44.6%
3454 ASIX ADVANSIX INC Basic Materials 3,460.0 $60K NEW $17.34 +14.5%
3455 ECVT ECOVYST INC Basic Materials 6,160.0 $60K NEW $9.74 +31.6%
3456 AMAL AMALGAMATED FINANCIAL CORP Financial Services 1,880.0 $60K NEW $31.91 +37.7%
3457 ITRI ITRON INC Technology 642.0 $60K NEW $93.46 -13.5%
3458 AKR ACADIA RLTY TR Real Estate 2,936.0 $60K NEW $20.44 +3.4%
3459 ERIE ERIE INDTY CO Financial Services 209.0 $60K NEW $287.08 -23.0%
3460 FCAP FIRST CAP INC Financial Services 1,009.0 $60K NEW $59.46 +5.9%
Page 173 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%