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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 208 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4141 XJR ISHARES TR 492.0 $21K NEW $42.68 +18.7%
4142 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 2,943.0 $21K NEW $7.14 -17.0%
4143 STNC HENNESSY FDS TR 638.0 $21K NEW $32.92 +14.5%
4144 DNUT KRISPY KREME INC Consumer Defensive 5,218.0 $21K NEW $4.02 -4.3%
4145 LANDBRIDGE COMPANY LLC 423.0 $21K NEW $49.65
4146 AEBI SCHMIDT HLDG AG 1,688.0 $21K NEW $12.44
4147 ZEVRA THERAPEUTICS INC 2,315.0 $21K NEW $9.07
4148 IBHI ISHARES TR 902.0 $21K NEW $23.28 +0.5%
4149 EE EXCELERATE ENERGY INC Utilities 762.0 $21K NEW $27.56 +25.5%
4150 SEIM SEI EXCHANGE TRADED FUNDS 445.0 $21K NEW $47.19 +16.4%
4151 ULS UL SOLUTIONS INC Industrials 272.0 $21K NEW $77.21 +23.5%
4152 ITIC INVESTORS TITLE CO NC Financial Services 84.0 $21K NEW $250.00 +1.6%
4153 SBFG SB FINL GROUP INC Financial Services 940.0 $21K NEW $22.34 -0.0%
4154 JIII JANUS DETROIT STR TR 425.0 $21K NEW $49.41 +1.6%
4155 FRA BLACKROCK FLOATING RATE INCO Financial Services 1,754.0 $21K NEW $11.97 -9.3%
4156 HZO MARINEMAX INC Consumer Cyclical 858.0 $21K NEW $24.48 +39.2%
4157 DFJ WISDOMTREE TR 220.0 $21K NEW $95.45 +13.1%
4158 PPT PUTNAM PREMIER INCOME TR Financial Services 5,600.0 $20K NEW $3.57 -3.4%
4159 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 1,924.0 $20K NEW $10.40 -0.6%
4160 EMD WESTERN ASSET EMERGING MKTS Financial Services 1,849.0 $20K NEW $10.82 -1.5%
Page 208 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%