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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 196 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 STAA STAAR SURGICAL CO Healthcare 1,436.0 $33K NEW $22.98 +27.2%
3902 VABK VIRGINIA NATL BANKSHARES COR Financial Services 839.0 $33K NEW $39.33 +12.3%
3903 FCCO FIRST CMNTY CORP S C Financial Services 1,103.0 $33K NEW $29.92 +4.5%
3904 CENT CENTRAL GARDEN & PET CO Consumer Defensive 996.0 $32K NEW $32.13 +31.3%
3905 SLGN SILGAN HLDGS INC Consumer Cyclical 792.0 $32K NEW $40.40 +3.6%
3906 CBFV CB FINL SVCS INC Financial Services 916.0 $32K NEW $34.93 +6.5%
3907 FNWD FINWARD BANCORP Financial Services 897.0 $32K NEW $35.67 -5.5%
3908 ULCC FRONTIER GROUP HLDGS INC Industrials 6,699.0 $32K NEW $4.78 +39.0%
3909 CSW INDUSTRIALS INC 110.0 $32K NEW $290.91
3910 AVIDITY BIOSCIENCES INC 445.0 $32K NEW $71.91
3911 ICL ICL GROUP LTD Basic Materials 5,623.0 $32K NEW $5.69 -7.9%
3912 FGBI FIRST GTY BANCSHARES INC Financial Services 5,963.0 $32K NEW $5.37 +94.9%
3913 USAC USA COMPRESSION PARTNERS LP Energy 1,400.0 $32K NEW $22.86 +11.7%
3914 SMMV ISHARES TR 734.0 $32K NEW $43.60 +1.2%
3915 ONL ORION PROPERTIES INC Real Estate 13,946.0 $32K NEW $2.29 +20.7%
3916 EMC GLOBAL X FDS 1,051.0 $32K NEW $30.45 +24.8%
3917 GDIV HARBOR ETF TRUST 1,915.0 $32K NEW $16.71 +10.9%
3918 RWR SPDR SERIES TRUST 323.0 $32K NEW $99.07 +11.3%
3919 DHC DIVERSIFIED HEALTHCARE TR Real Estate 6,555.0 $32K NEW $4.88 +76.0%
3920 TMFM RBB FD INC 1,320.0 $31K NEW $23.48 -11.6%
Page 196 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%