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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 200 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 WULF TERAWULF INC Financial Services 2,402.0 $28K NEW $11.66 +141.6%
3982 UIS UNISYS CORP Technology 9,987.0 $28K NEW $2.80 +31.4%
3983 PINE ALPINE INCOME PPTY TR INC Real Estate 1,701.0 $28K NEW $16.46 +15.8%
3984 ILDR FIRST TR EXCHNG TRADED FD VI 853.0 $28K NEW $32.83 +16.6%
3985 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 409.0 $28K NEW $68.46 +20.8%
3986 BJRI BJS RESTAURANTS INC Consumer Cyclical 699.0 $28K NEW $40.06 +31.7%
3987 EHTH EHEALTH INC Financial Services 6,021.0 $28K NEW $4.65 -64.4%
3988 FBNC FIRST BANCORP N C Financial Services 558.0 $28K NEW $50.18 +19.4%
3989 PSCH INVESCO EXCH TRADED FD TR II 646.0 $28K NEW $43.34 +10.6%
3990 ECNS ISHARES TR 849.0 $28K NEW $32.98 -9.5%
3991 TROX TRONOX HOLDINGS PLC Basic Materials 6,693.0 $28K NEW $4.18 +81.4%
3992 SXC SUNCOKE ENERGY INC Energy 3,825.0 $28K NEW $7.32 +21.4%
3993 JELD JELD-WEN HLDG INC Industrials 11,266.0 $28K NEW $2.49 -30.8%
3994 MRBK MERIDIAN CORPORATION Financial Services 1,565.0 $28K NEW $17.89 +6.4%
3995 ENPH ENPHASE ENERGY INC Energy 834.0 $27K NEW $32.37 +50.6%
3996 SEDG SOLAREDGE TECHNOLOGIES INC Energy 941.0 $27K NEW $28.69 +97.5%
3997 XITK SPDR SERIES TRUST 150.0 $27K NEW $180.00 +8.9%
3998 KNTK KINETIK HOLDINGS INC Energy 744.0 $27K NEW $36.29 +25.5%
3999 CBNK CAPITAL BANCORP INC MD Financial Services 947.0 $27K NEW $28.51 +15.6%
4000 CNRG SPDR SERIES TRUST 298.0 $27K NEW $90.60 +21.7%
Page 200 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%