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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 214 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 JBI JANUS INTERNATIONAL GROUP IN Industrials 2,645.0 $17K NEW $6.43 -19.1%
4262 TRIPLE FLAG PRECIOUS METAL 503.0 $17K NEW $33.80
4263 STARZ ENTERTAINMENT CORP. 1,417.0 $17K NEW $12.00
4264 PURSUIT ATTRACTIONS AND HOSP 509.0 $17K NEW $33.40
4265 VIRTUS CONVERTIBLE & INC FD 1,206.0 $17K NEW $14.10
4266 OAKTREE SPECIALTY LENDING CO 1,363.0 $17K NEW $12.47
4267 SUTRO BIOPHARMA INC 1,499.0 $17K NEW $11.34
4268 PTRB PGIM ETF TR 410.0 $17K NEW $41.46 -0.3%
4269 SOCL GLOBAL X FDS 300.0 $17K NEW $56.67 -21.8%
4270 OUSA ALPS ETF TR 300.0 $17K NEW $56.67 +4.1%
4271 BUFF INNOVATOR ETFS TRUST 346.0 $17K NEW $49.13 +6.6%
4272 FTXR FIRST TR EXCHANGE TRADED FD 439.0 $17K NEW $38.72 +10.3%
4273 ZLAB ZAI LAB LTD Healthcare 979.0 $17K NEW $17.36 +7.2%
4274 SWAN AMPLIFY ETF TR 516.0 $17K NEW $32.95 +1.5%
4275 MEC MAYVILLE ENGR CO INC Industrials 901.0 $17K NEW $18.87 +34.9%
4276 BLZE BACKBLAZE INC Technology 3,716.0 $17K NEW $4.57 +67.7%
4277 ESIX SPDR SERIES TRUST 554.0 $17K NEW $30.69 +13.3%
4278 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 1,624.0 $17K NEW $10.47 -2.8%
4279 EWW ISHARES INC 249.0 $17K NEW $68.27 +13.9%
4280 SBR SABINE RTY TR Energy 245.0 $17K NEW $69.39 +11.0%
Page 214 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%