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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 193 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 BCML BAYCOM CORP Financial Services 1,179.0 $35K NEW $29.69 +5.9%
3842 PFM INVESCO EXCHANGE TRADED FD T 689.0 $35K NEW $50.80 +8.5%
3843 RDNT RADNET INC Healthcare 488.0 $35K NEW $71.72 -26.4%
3844 CLNE CLEAN ENERGY FUELS CORP Energy 16,683.0 $35K NEW $2.10 -10.4%
3845 ERTH INVESCO EXCHANGE TRADED FD T 734.0 $35K NEW $47.68 +0.8%
3846 AIOT POWERFLEET INC Technology 6,665.0 $35K NEW $5.25 -22.1%
3847 JAMES HARDIE INDS PLC 1,709.0 $35K NEW $20.48
3848 ONITY GROUP INC 758.0 $35K NEW $46.17
3849 BV BRIGHTVIEW HLDGS INC Industrials 2,733.0 $35K NEW $12.81 -1.4%
3850 GOLD GOLD COM INC Financial Services 1,015.0 $35K NEW $34.48 +23.9%
3851 KE KIMBALL ELECTRONICS INC Industrials 1,244.0 $35K NEW $28.14 -10.1%
3852 HCC WARRIOR MET COAL INC Energy 401.0 $35K NEW $87.28 +8.9%
3853 CELC CELCUITY INC Healthcare 347.0 $35K NEW $100.86 -12.7%
3854 BLCN SIREN ETF TR 1,453.0 $35K NEW $24.09 +9.6%
3855 IIIV I3 VERTICALS INC Technology 1,393.0 $35K NEW $25.13 -20.6%
3856 FSIG FIRST TR EXCHANGE-TRADED FD 1,821.0 $35K NEW $19.22 -1.7%
3857 AMPX AMPRIUS TECHNOLOGIES INC Industrials 4,497.0 $35K NEW $7.78 +92.7%
3858 BSCW INVESCO EXCH TRD SLF IDX FD 1,653.0 $35K NEW $21.17 -3.3%
3859 CGGE CAPITAL GROUP GLOBAL EQUITY 1,102.0 $35K NEW $31.76 +8.5%
3860 BKV BKV CORP Energy 1,282.0 $35K NEW $27.30 -11.6%
Page 193 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%