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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 207 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4121 IEP ICAHN ENTERPRISES LP Industrials 2,921.0 $22K NEW $7.53 -2.5%
4122 ESEA EUROSEAS LTD Industrials 400.0 $22K NEW $55.00 +26.3%
4123 NWFL NORWOOD FINANCIAL CORP Financial Services 798.0 $22K NEW $27.57 +13.7%
4124 WOOD ISHARES TR 312.0 $22K NEW $70.51 -3.4%
4125 BAB INVESCO EXCH TRADED FD TR II 805.0 $22K NEW $27.33 -1.6%
4126 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 1,088.0 $22K NEW $20.22 +123.4%
4127 AADR ADVISORSHARES TR 251.0 $22K NEW $87.65 -4.2%
4128 INSE INSPIRED ENTMT INC Consumer Cyclical 2,324.0 $22K NEW $9.47 -14.1%
4129 ONEV SPDR SERIES TRUST 167.0 $22K NEW $131.74 +9.2%
4130 LNTH LANTHEUS HLDGS INC Healthcare 333.0 $22K NEW $66.07 +59.0%
4131 ENIC ENEL CHILE S.A. Utilities 5,588.0 $22K NEW $3.94 +18.4%
4132 CNDT CONDUENT INC Technology 11,398.0 $22K NEW $1.93 -25.9%
4133 ICHR ICHOR HOLDINGS Technology 1,194.0 $22K NEW $18.43 +365.5%
4134 GSHD GOOSEHEAD INS INC Financial Services 296.0 $22K NEW $74.32 -49.6%
4135 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 2,860.0 $21K NEW $7.34 -14.7%
4136 OMER OMEROS CORP Healthcare 1,232.0 $21K NEW $17.05 -44.4%
4137 THR THERMON GROUP HLDGS INC Industrials 572.0 $21K NEW $36.71 +66.5%
4138 GNMA ISHARES TR 463.0 $21K NEW $45.36 -2.5%
4139 ABEV AMBEV SA Consumer Defensive 8,473.0 $21K NEW $2.48 +29.1%
4140 AQST AQUESTIVE THERAPEUTICS INC Healthcare 3,235.0 $21K NEW $6.49 -34.4%
Page 207 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%