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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 211 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4201 TRUECAR INC 8,292.0 $19K NEW $2.29
4202 SOLENO THERAPEUTICS INC 401.0 $19K NEW $47.38
4203 ARTW ARTS WAY MFG INC Industrials 8,278.0 $19K NEW $2.30 +15.0%
4204 AVNW AVIAT NETWORKS INC Technology 875.0 $19K NEW $21.71 -10.8%
4205 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 1,500.0 $19K NEW $12.67 -12.8%
4206 CLFD CLEARFIELD INC Technology 657.0 $19K NEW $28.92 +36.3%
4207 FTS FORTIS INC Utilities 371.0 $19K NEW $51.21 +11.1%
4208 TGLS TECNOGLASS INC Basic Materials 375.0 $19K NEW $50.67 -13.6%
4209 FCOM FIDELITY COVINGTON TRUST 263.0 $19K NEW $72.24 -2.0%
4210 LMB LIMBACH HLDGS INC Industrials 245.0 $19K NEW $77.55 +2.0%
4211 FLRT PACER FDS TR 413.0 $19K NEW $46.00 +1.9%
4212 HESM HESS MIDSTREAM LP Energy 564.0 $19K NEW $33.69 +14.3%
4213 IETC ISHARES U S ETF TR 187.0 $19K NEW $101.60 +4.4%
4214 PAWZ PROSHARES TR 350.0 $19K NEW $54.29 -11.5%
4215 ALEC ALECTOR INC Healthcare 12,164.0 $19K NEW $1.56 -2.0%
4216 TAL TAL EDUCATION GROUP Consumer Defensive 1,666.0 $18K NEW $10.80 -14.3%
4217 GHYG ISHARES INC 391.0 $18K NEW $46.04 -1.6%
4218 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 508.0 $18K NEW $35.43 +27.4%
4219 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 825.0 $18K NEW $21.82 +18.8%
4220 CCB COASTAL FINL CORP WA Financial Services 157.0 $18K NEW $114.65 -35.9%
Page 211 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%