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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 185 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 JBS N.V. 3,111.0 $45K NEW $14.46
3682 RAPP RAPPORT THERAPEUTICS INC Healthcare 1,468.0 $45K NEW $30.65 +23.3%
3683 SM SM ENERGY CO Energy 2,426.0 $45K NEW $18.55 +44.1%
3684 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 20,454.0 $45K NEW $2.20 +9.3%
3685 PRCT PROCEPT BIOROBOTICS CORP Healthcare 1,415.0 $45K NEW $31.80 -34.2%
3686 RNP COHEN & STEERS REIT & PFD & Financial Services 2,218.0 $44K NEW $19.84 +1.4%
3687 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 433.0 $44K NEW $101.62 +24.5%
3688 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 3,751.0 $44K NEW $11.73 -1.3%
3689 FORR FORRESTER RESH INC Industrials 5,452.0 $44K NEW $8.07 -18.2%
3690 UNTY UNITY BANCORP INC Financial Services 857.0 $44K NEW $51.34 +8.5%
3691 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 11,782.0 $44K NEW $3.73 +116.3%
3692 EFSI EAGLE FINL SVCS INC Financial Services 1,117.0 $44K NEW $39.39 +6.0%
3693 BILL BILL HOLDINGS INC Technology 803.0 $44K NEW $54.79 -41.8%
3694 VITL VITAL FARMS INC Consumer Defensive 1,364.0 $44K NEW $32.26 -66.1%
3695 ENVX ENOVIX CORPORATION Industrials 6,081.0 $44K NEW $7.24 -5.9%
3696 CNM CORE & MAIN INC Industrials 856.0 $44K NEW $51.40 -8.1%
3697 CLBT CELLEBRITE DI LTD Technology 2,449.0 $44K NEW $17.97 -31.1%
3698 ISHARES TR 830.0 $44K NEW $53.01
3699 FSBW FS BANCORP INC Financial Services 1,077.0 $44K NEW $40.85 +2.5%
3700 OSG OCTAVE SPECIALTY GROUP INC Financial Services 5,598.0 $44K NEW $7.86 -28.2%
Page 185 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%