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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 225 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4481 LRN STRIDE INC Consumer Defensive 188.0 $12K NEW $63.83 +37.3%
4482 REPX RILEY EXPLORATION PERMIAN IN Energy 433.0 $11K NEW $25.40 +52.6%
4483 OXM OXFORD INDS INC Consumer Cyclical 326.0 $11K NEW $33.74 +15.7%
4484 SPOK SPOK HLDGS INC Healthcare 857.0 $11K NEW $12.84 -14.0%
4485 VSEC VSE CORP Industrials 64.0 $11K NEW $171.88 -0.8%
4486 BOOM DMC GLOBAL INC Energy 1,614.0 $11K NEW $6.82 +0.5%
4487 BBBY BED BATH & BEYOND INC Consumer Cyclical 2,092.0 $11K NEW $5.26 +9.0%
4488 IMMR IMMERSION CORP Technology 1,601.0 $11K NEW $6.87 -11.5%
4489 CRD-B CRAWFORD & CO 1,009.0 $11K NEW $10.90 -5.2%
4490 RFG INVESCO EXCHANGE TRADED FD T 215.0 $11K NEW $51.16 +19.8%
4491 HIMX HIMAX TECHNOLOGIES INC Technology 1,285.0 $11K NEW $8.56 +132.4%
4492 ALT ALTIMMUNE INC Healthcare 3,082.0 $11K NEW $3.57 -17.9%
4493 UUU UNIVERSAL SAFETY PRODS INC Industrials 2,061.0 $11K NEW $5.34 +21.8%
4494 XPH SPDR SERIES TRUST 200.0 $11K NEW $55.00 +5.2%
4495 XPEL XPEL INC Consumer Cyclical 222.0 $11K NEW $49.55 -8.8%
4496 ABUS ARBUTUS BIOPHARMA CORP Healthcare 2,257.0 $11K NEW $4.87 -8.9%
4497 PATK PATRICK INDS INC Consumer Cyclical 105.0 $11K NEW $104.76 -13.9%
4498 GENC GENCOR INDS INC Industrials 852.0 $11K NEW $12.91 +9.9%
4499 UMAY INNOVATOR ETFS TRUST 300.0 $11K NEW $36.67 +3.3%
4500 BKEM BNY MELLON ETF TRUST 151.0 $11K NEW $72.85 +27.1%
Page 225 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%