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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 197 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 IDVO AMPLIFY ETF TR 800.0 $31K NEW $38.75 +9.2%
3922 PRGO PERRIGO CO PLC Healthcare 2,191.0 $31K NEW $14.15 -28.2%
3923 TEKX SSGA ACTIVE TR 787.0 $31K NEW $39.39 +77.3%
3924 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 22,018.0 $31K NEW $1.41 -53.8%
3925 RDW REDWIRE CORPORATION Industrials 4,088.0 $31K NEW $7.58 +89.4%
3926 BBAI BIGBEAR AI HLDGS INC Technology 5,721.0 $31K NEW $5.42 -28.4%
3927 FPFD FIDELITY COVINGTON TRUST 1,422.0 $31K NEW $21.80 -1.1%
3928 SMITHFIELD FOODS INC 1,377.0 $31K NEW $22.51
3929 TEAM INC 2,220.0 $31K NEW $13.96
3930 CMP COMPASS MINERALS INTL INC Basic Materials 1,559.0 $31K NEW $19.88 +56.4%
3931 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 2,707.0 $31K NEW $11.45 -0.8%
3932 AVD AMERICAN VANGUARD CORP Basic Materials 8,073.0 $31K NEW $3.84 -32.6%
3933 CPA COPA HOLDINGS SA Industrials 259.0 $31K NEW $119.69 +19.7%
3934 ACNB ACNB CORP Financial Services 651.0 $31K NEW $47.62 +18.0%
3935 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 304.0 $31K NEW $101.97 -2.8%
3936 SIGA SIGA TECHNOLOGIES INC Healthcare 5,027.0 $31K NEW $6.17 -30.1%
3937 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 2,830.0 $31K NEW $10.95 -8.2%
3938 MTA METALLA RTY & STREAMING LTD Basic Materials 3,955.0 $31K NEW $7.84 -2.7%
3939 LAB STANDARD BIOTOOLS INC Healthcare 23,962.0 $31K NEW $1.29 -37.4%
3940 TRUP TRUPANION INC Financial Services 829.0 $31K NEW $37.39 -37.0%
Page 197 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%