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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 205 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 RTO RENTOKIL INITIAL PLC Industrials 783.0 $23K NEW $29.37 +3.3%
4082 RLGT RADIANT LOGISTICS INC Industrials 3,667.0 $23K NEW $6.27 +44.6%
4083 HIFS HINGHAM INSTN SVGS MASS Financial Services 82.0 $23K NEW $280.49 +2.6%
4084 FMAO FARMERS & MERCHANTS BANCORP Financial Services 928.0 $23K NEW $24.78 +16.5%
4085 PALC PACER FDS TR 441.0 $23K NEW $52.15 +11.9%
4086 KYMR KYMERA THERAPEUTICS INC Healthcare 298.0 $23K NEW $77.18 +13.3%
4087 VANGUARD MUN BD FDS 227.0 $23K NEW $101.32
4088 VPG VISHAY PRECISION GROUP INC Technology 592.0 $23K NEW $38.85 +275.9%
4089 AMRC AMERESCO INC Industrials 791.0 $23K NEW $29.08 -6.6%
4090 USCI UNITED STS COMMODITY INDEX F Financial Services 300.0 $23K NEW $76.67 +22.6%
4091 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 113.0 $23K NEW $203.54 -0.5%
4092 CTGO CONTANGO ORE INC Basic Materials 885.0 $23K NEW $25.99 -34.5%
4093 EDIV SPDR INDEX SHS FDS 599.0 $23K NEW $38.40 +9.2%
4094 CLPT CLEARPOINT NEURO INC Healthcare 1,691.0 $23K NEW $13.60 -1.9%
4095 FID FIRST TR EXCHANGE TRADED FD 1,119.0 $23K NEW $20.55 +8.8%
4096 HAUZ DBX ETF TR 1,000.0 $23K NEW $23.00 +0.3%
4097 VYGR VOYAGER THERAPEUTICS INC Healthcare 5,957.0 $23K NEW $3.86 -6.0%
4098 OMFS INVESCO EXCH TRD SLF IDX FD 517.0 $23K NEW $44.49 +16.6%
4099 OAIM UNIFIED SER TR 546.0 $23K NEW $42.12 +13.5%
4100 TSME THRIVENT ETF TRUST 546.0 $23K NEW $42.12 +18.7%
Page 205 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%