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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 213 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4241 AIRT AIR T INC Industrials 979.0 $18K NEW $18.39 +21.3%
4242 NX QUANEX BLDG PRODS CORP Industrials 1,164.0 $18K NEW $15.46 +14.5%
4243 VMO INVESCO MUN OPPORTUNITY TR Financial Services 1,855.0 $18K NEW $9.70 -1.7%
4244 GLNG GOLAR LNG LTD Energy 480.0 $18K NEW $37.50 +39.6%
4245 BKD BROOKDALE SR LIVING INC Healthcare 1,687.0 $18K NEW $10.67 +24.7%
4246 RCKY ROCKY BRANDS INC Consumer Cyclical 603.0 $18K NEW $29.85 +19.8%
4247 ORKA ORUKA THERAPEUTICS INC Healthcare 586.0 $18K NEW $30.72 +97.3%
4248 EPSN EPSILON ENERGY LTD Energy 3,795.0 $18K NEW $4.74 +30.5%
4249 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 2,654.0 $17K NEW $6.41 -1.8%
4250 SSL SASOL LTD Basic Materials 2,537.0 $17K NEW $6.70 +99.4%
4251 PCQ PIMCO CALIF MUN INCOME FD Financial Services 2,000.0 $17K NEW $8.50 +1.9%
4252 BELFA BEL FUSE INC Technology 113.0 $17K NEW $150.44 +67.7%
4253 PTH INVESCO EXCHANGE TRADED FD T 345.0 $17K NEW $49.28 +3.9%
4254 HWKN HAWKINS INC Basic Materials 121.0 $17K NEW $140.50 +9.0%
4255 SH PROSHARES TR 462.0 $17K NEW $36.80 -9.5%
4256 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 313.0 $17K NEW $54.31 -14.5%
4257 BKF ISHARES INC 382.0 $17K NEW $44.50 -8.9%
4258 GOVI INVESCO EXCH TRADED FD TR II 634.0 $17K NEW $26.81 -0.1%
4259 ALTL PACER FDS TR 400.0 $17K NEW $42.50 +10.0%
4260 GCOR GOLDMAN SACHS ETF TR 421.0 $17K NEW $40.38 +1.2%
Page 213 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%