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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 220 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4381 SRET GLOBAL X FDS 630.0 $14K NEW $22.22 +1.4%
4382 EMTL SSGA ACTIVE TR 323.0 $14K NEW $43.34 -1.5%
4383 STOT SSGA ACTIVE TR 300.0 $14K NEW $46.67 +0.7%
4384 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 1,407.0 $14K NEW $9.95 -25.8%
4385 NODK NI HLDGS INC Financial Services 1,032.0 $14K NEW $13.57 +3.1%
4386 SLI STANDARD LITHIUM LTD Basic Materials 3,137.0 $14K NEW $4.46 -19.1%
4387 DUSL DIREXION SHS ETF TR 206.0 $14K NEW $67.96 +22.6%
4388 TMFS RBB FD INC 400.0 $14K NEW $35.00 -2.7%
4389 BSJT INVESCO EXCH TRD SLF IDX FD 628.0 $14K NEW $22.29 -5.1%
4390 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 1,165.0 $14K NEW $12.02 -5.2%
4391 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,193.0 $14K NEW $11.74 +18.7%
4392 FIP FTAI INFRASTRUCTURE INC Industrials 2,992.0 $14K NEW $4.68 -3.4%
4393 BSJU INVESCO EXCH TRD SLF IDX FD 521.0 $14K NEW $26.87 -4.5%
4394 CLOI VANECK ETF TRUST 263.0 $14K NEW $53.23 -0.6%
4395 BSJV INVESCO EXCH TRD SLF IDX FD 509.0 $14K NEW $27.50 -5.0%
4396 BITU PROSHARES TR 625.0 $14K NEW $22.40 -34.2%
4397 PAL PROFICIENT AUTO LOGISTICS IN Industrials 1,429.0 $14K NEW $9.80 -47.9%
4398 BHC BAUSCH HEALTH COS INC Healthcare 2,000.0 $14K NEW $7.00 -22.1%
4399 KF KOREA FD INC Financial Services 399.0 $14K NEW $35.09 +91.5%
4400 ACLX ARCELLX INC Healthcare 201.0 $13K NEW $64.68 +77.9%
Page 220 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%