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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 179 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 VIR VIR BIOTECHNOLOGY INC Healthcare 8,804.0 $53K NEW $6.02 +52.2%
3562 PAYO PAYONEER GLOBAL INC Technology 9,384.0 $53K NEW $5.65 +24.3%
3563 TIPT TIPTREE INC Financial Services 2,881.0 $53K NEW $18.40 -4.9%
3564 PPH VANECK ETF TRUST 511.0 $53K NEW $103.72 -1.1%
3565 FDMO FIDELITY COVINGTON TRUST 629.0 $53K NEW $84.26 +16.1%
3566 NUEM NUSHARES ETF TR 1,503.0 $53K NEW $35.26 +23.9%
3567 VCTR VICTORY CAP HLDGS INC Financial Services 843.0 $53K NEW $62.87 +38.4%
3568 EXTR EXTREME NETWORKS Technology 3,179.0 $53K NEW $16.67 +88.2%
3569 FEGE RBB FUND TRUST 1,150.0 $53K NEW $46.09 +6.7%
3570 JPEF J P MORGAN EXCHANGE TRADED F 700.0 $52K NEW $74.29 +7.9%
3571 PTF INVESCO EXCHANGE TRADED FD T 675.0 $52K NEW $77.04 +78.1%
3572 TCAI TORTOISE CAPITAL SERIES TRUS 1,755.0 $52K NEW $29.63 +92.1%
3573 FCPI FIDELITY COVINGTON TRUST 1,057.0 $52K NEW $49.20 +10.2%
3574 DPRO DRAGANFLY INC. Industrials 7,500.0 $52K NEW $6.93 -16.5%
3575 PSO PEARSON PLC Communication Services 3,732.0 $52K NEW $13.93 +6.8%
3576 BELFB BEL FUSE INC Technology 307.0 $52K NEW $169.38 +75.0%
3577 BCAL CALIFORNIA BANCORP Financial Services 2,773.0 $52K NEW $18.75 +5.3%
3578 GBDC GOLUB CAP BDC INC Financial Services 3,861.0 $52K NEW $13.47 -8.3%
3579 WSR WHITESTONE REIT Real Estate 3,738.0 $52K NEW $13.91 +36.2%
3580 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 4,237.0 $52K NEW $12.27 -4.1%
Page 179 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%