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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 203 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 SOLID BIOSCIENCES INC 4,494.0 $25K NEW $5.56
4042 BLUE OWL CAPITAL CORPORATION 2,027.0 $25K NEW $12.33
4043 EIM EATON VANCE MUN BD FD Financial Services 2,608.0 $25K NEW $9.59 +2.2%
4044 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 415.0 $25K NEW $60.24 -46.0%
4045 CXW CORECIVIC INC Real Estate 1,291.0 $25K NEW $19.36 +44.0%
4046 KAI KADANT INC Industrials 87.0 $25K NEW $287.36 +2.8%
4047 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 1,419.0 $25K NEW $17.62 +20.2%
4048 CACC CREDIT ACCEP CORP MICH Financial Services 57.0 $25K NEW $438.60 +30.9%
4049 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 2,102.0 $25K NEW $11.89 +5.1%
4050 CSV CARRIAGE SVCS INC Consumer Cyclical 590.0 $25K NEW $42.37 -8.8%
4051 JXI ISHARES TR 315.0 $25K NEW $79.37 +5.8%
4052 IDHQ INVESCO EXCH TRADED FD TR II 720.0 $25K NEW $34.72 +22.5%
4053 QQXT FIRST TR EXCHANGE-TRADED FD 253.0 $25K NEW $98.81 -0.1%
4054 PJT PJT PARTNERS INC Financial Services 151.0 $25K NEW $165.56 -3.8%
4055 ONEY SPDR SERIES TRUST 218.0 $25K NEW $114.68 +14.0%
4056 JPMB J P MORGAN EXCHANGE TRADED F 626.0 $25K NEW $39.94 +1.1%
4057 FLTR VANECK ETF TRUST 950.0 $24K NEW $25.26 +1.1%
4058 BLMN BLOOMIN BRANDS INC Consumer Cyclical 3,816.0 $24K NEW $6.29 +21.3%
4059 SUN SUNOCO LP/SUNOCO FIN CORP Energy 455.0 $24K NEW $52.75 +20.5%
4060 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,273.0 $24K NEW $18.85 -11.5%
Page 203 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%