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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 188 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 GLRE GREENLIGHT CAPITAL RE LTD Financial Services 2,843.0 $41K NEW $14.42 +12.1%
3742 AI C3 AI INC Technology 3,049.0 $41K NEW $13.45 -23.5%
3743 LAW CS DISCO INC Technology 5,292.0 $41K NEW $7.75 -56.0%
3744 TYRA TYRA BIOSCIENCES INC Healthcare 1,546.0 $41K NEW $26.52 +9.6%
3745 VIRTUS DIVIDEND INTEREST & P 3,183.0 $41K NEW $12.88
3746 TNA DIREXION SHS ETF TR 898.0 $41K NEW $45.66 +48.6%
3747 SURE ADVISORSHARES TR 324.0 $41K NEW $126.54 +15.1%
3748 PICK ISHARES INC 801.0 $41K NEW $51.19 +25.2%
3749 GNK GENCO SHIPPING & TRADING LTD Industrials 2,211.0 $41K NEW $18.54 +25.8%
3750 TDOC TELADOC HEALTH INC Healthcare 5,887.0 $41K NEW $6.96 +9.0%
3751 CLBK COLUMBIA FINL INC Financial Services 2,644.0 $41K NEW $15.51 +27.9%
3752 FVRR FIVERR INTL LTD Communication Services 2,084.0 $41K NEW $19.67 -51.1%
3753 IBHG ISHARES TR 1,840.0 $41K NEW $22.28 -1.2%
3754 NRIM NORTHRIM BANCORP INC Financial Services 1,557.0 $41K NEW $26.33 -5.1%
3755 SNBR SLEEP NUMBER CORP Consumer Cyclical 4,873.0 $41K NEW $8.41 -95.4%
3756 GRND GRINDR INC Technology 2,946.0 $40K NEW $13.58 -2.2%
3757 ABX ABACUS GLOBAL MGMT INC Financial Services 4,633.0 $40K NEW $8.63 +11.9%
3758 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 1,851.0 $40K NEW $21.61 -7.1%
3759 SCSC SCANSOURCE INC Technology 1,023.0 $40K NEW $39.10 +24.4%
3760 IMVT IMMUNOVANT INC Healthcare 1,566.0 $40K NEW $25.54 +35.9%
Page 188 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%