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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 212 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4221 ICOW PACER FDS TR 461.0 $18K NEW $39.05 +12.4%
4222 ROUS LATTICE STRATEGIES TR 315.0 $18K NEW $57.14 +17.5%
4223 VMD VIEMED HEALTHCARE INC Healthcare 2,451.0 $18K NEW $7.34 +41.9%
4224 MYFW FIRST WESTN FINL INC Financial Services 687.0 $18K NEW $26.20 +16.5%
4225 PNTG PENNANT GROUP INC Healthcare 636.0 $18K NEW $28.30 +16.1%
4226 STOK STOKE THERAPEUTICS INC Healthcare 565.0 $18K NEW $31.86 -6.4%
4227 TASK TASKUS INC Technology 1,561.0 $18K NEW $11.53 -52.5%
4228 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 3,351.0 $18K NEW $5.37 -54.9%
4229 XPLR INFRASTRUCTURE LP 1,797.0 $18K NEW $10.02
4230 THE BALDWIN INSURANCE GRP IN 738.0 $18K NEW $24.39
4231 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 4,118.0 $18K NEW $4.37 -5.5%
4232 RUM RUMBLE INC Technology 2,913.0 $18K NEW $6.18 +15.9%
4233 HIDV AB ACTIVE ETFS INC 221.0 $18K NEW $81.45 +9.0%
4234 ICOP ISHARES TR 400.0 $18K NEW $45.00 +20.5%
4235 BTO HANCOCK JOHN FINL OPPTYS FD Financial Services 514.0 $18K NEW $35.02 +8.2%
4236 VYX NCR VOYIX CORPORATION Technology 1,740.0 $18K NEW $10.34 -31.2%
4237 BLSH BULLISH Technology 485.0 $18K NEW $37.11 -26.7%
4238 BDYN BLACKROCK ETF TRUST 704.0 $18K NEW $25.57 +6.7%
4239 HEDG SERIES PORTFOLIOS TR 627.0 $18K NEW $28.71 +4.6%
4240 BSOL BITWISE SOLANA STAKING ETF Financial Services 1,111.0 $18K NEW $16.20 -44.1%
Page 212 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%