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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 177 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 ORC ORCHID IS CAP INC Real Estate 7,797.0 $56K NEW $7.18 -6.7%
3522 WIX WIX COM LTD Technology 535.0 $56K NEW $104.67 -59.8%
3523 UA UNDER ARMOUR INC Consumer Cyclical 11,685.0 $56K NEW $4.79 +22.5%
3524 WLDR TWO RDS SHARED TR 1,575.0 $56K NEW $35.56 +30.7%
3525 RVMD REVOLUTION MEDICINES INC Healthcare 702.0 $56K NEW $79.77 +104.3%
3526 RPAR TIDAL TRUST I 2,551.0 $55K NEW $21.56 +5.9%
3527 QPX ADVISORSHARES TR 1,242.0 $55K NEW $44.28 +10.6%
3528 SVOL SIMPLIFY EXCHANGE TRADED FUN 3,116.0 $55K NEW $17.65 -8.3%
3529 INNOVATOR ETFS TRUST 1,894.0 $55K NEW $29.04
3530 ADTRAN HOLDINGS INC 6,275.0 $55K NEW $8.76
3531 AVADEL PHARMACEUTICALS PLC 2,550.0 $55K NEW $21.57
3532 RLJ LODGING TR 2,224.0 $55K NEW $24.73
3533 SWBI SMITH & WESSON BRANDS INC Industrials 5,605.0 $55K NEW $9.81 +63.9%
3534 NICE NICE LTD Technology 485.0 $55K NEW $113.40 -25.3%
3535 BHB BAR HBR BANKSHARES Financial Services 1,778.0 $55K NEW $30.93 +17.6%
3536 FF FUTUREFUEL CORP Basic Materials 17,393.0 $55K NEW $3.16 +34.1%
3537 MITT TPG MTG INVTS TR INC Real Estate 6,407.0 $55K NEW $8.58 -7.5%
3538 AMR ALPHA METALLURGICAL RESOUR I Energy 274.0 $55K NEW $200.73 -7.5%
3539 MVBF MVB FINL CORP Financial Services 2,083.0 $54K NEW $25.92 +6.6%
3540 RC READY CAPITAL CORP Real Estate 24,573.0 $54K NEW $2.20 -20.4%
Page 177 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%