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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 206 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 VTS VITESSE ENERGY INC Energy 1,209.0 $23K NEW $19.02 -15.9%
4102 BOF BRANCHOUT FOOD INC Consumer Defensive 7,280.0 $23K NEW $3.16 +8.6%
4103 NVEC NVE CORP Technology 384.0 $23K NEW $59.90 +80.2%
4104 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,260.0 $23K NEW $18.25 -5.9%
4105 ANGX ANGEL STUDIOS INC Communication Services 5,020.0 $23K NEW $4.58 -31.0%
4106 TRDA ENTRADA THERAPEUTICS INC Healthcare 2,114.0 $22K NEW $10.41 -37.5%
4107 CPRJ CALAMOS ETF TR 821.0 $22K NEW $26.80 +3.1%
4108 EWG ISHARES INC 521.0 $22K NEW $42.23 -1.1%
4109 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 1,322.0 $22K NEW $16.64 -3.7%
4110 EUAD SPINNAKER ETF SERIES 526.0 $22K NEW $41.83 +0.5%
4111 CHYM CHIME FINL INC Financial Services 875.0 $22K NEW $25.14 -32.2%
4112 KMLM KRANESHARES TRUST 840.0 $22K NEW $26.19 +5.9%
4113 MACH NATURAL RESOURCES LP 2,013.0 $22K NEW $10.93
4114 LOANDEPOT INC 10,463.0 $22K NEW $2.10
4115 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 1,554.0 $22K NEW $14.16 +0.8%
4116 WTI W & T OFFSHORE INC Energy 13,798.0 $22K NEW $1.59 +112.6%
4117 CAMT CAMTEK LTD Technology 211.0 $22K NEW $104.27 +74.8%
4118 CGO CALAMOS GLOBAL TOTAL RETURN Financial Services 1,905.0 $22K NEW $11.55 +18.3%
4119 RAIL FREIGHTCAR AMER INC Industrials 2,000.0 $22K NEW $11.00 -20.1%
4120 DFE WISDOMTREE TR 300.0 $22K NEW $73.33 +3.9%
Page 206 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%