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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 199 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 RVSB RIVERVIEW BANCORP INC Financial Services 5,982.0 $30K NEW $5.02 +12.3%
3962 TAYD TAYLOR DEVICES INC Industrials 511.0 $30K NEW $58.71 -9.0%
3963 FMS FRESENIUS MEDICAL CARE AG Healthcare 1,212.0 $29K NEW $23.93 -1.7%
3964 CXT CRANE NXT CO Industrials 608.0 $29K NEW $47.70 -4.6%
3965 NOA NORTH AMERN CONSTR GROUP LTD Energy 2,008.0 $29K NEW $14.44 -6.7%
3966 TFII TFI INTL INC Industrials 282.0 $29K NEW $102.84 +41.2%
3967 NCNO NCINO INC Technology 1,142.0 $29K NEW $25.39 -39.4%
3968 BEKE KE HLDGS INC Real Estate 1,819.0 $29K NEW $15.94 -2.6%
3969 BBMC J P MORGAN EXCHANGE TRADED F 271.0 $29K NEW $107.01 +16.8%
3970 SCHY SCHWAB STRATEGIC TR 964.0 $29K NEW $30.08 +7.2%
3971 AMERICAN BITCOIN CORP. 17,062.0 $29K NEW $1.70
3972 IVOO VANGUARD ADMIRAL FDS INC 262.0 $29K NEW $110.69 +15.2%
3973 EMKT LAZARD ACTIVE ETF TR 1,144.0 $29K NEW $25.35 +28.3%
3974 RYLD GLOBAL X FDS 1,918.0 $29K NEW $15.12 +5.0%
3975 DC DAKOTA GOLD CORP Basic Materials 5,112.0 $29K NEW $5.67 -10.5%
3976 SELV SEI EXCHANGE TRADED FUNDS 904.0 $29K NEW $32.08 +0.8%
3977 MAC MACERICH CO Real Estate 1,568.0 $29K NEW $18.49 +24.6%
3978 JMTG J P MORGAN EXCHANGE TRADED F 572.0 $29K NEW $50.70 -0.4%
3979 ACH OWENS & MINOR INC NEW Healthcare 10,384.0 $29K NEW $2.79 +13.7%
3980 ADEA ADEIA INC Technology 1,680.0 $29K NEW $17.26 +85.6%
Page 199 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%