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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 230 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4581 CERT CERTARA INC Healthcare 1,014.0 $9K NEW $8.88 -41.8%
4582 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 3,952.0 $9K NEW $2.28 +58.1%
4583 HNST HONEST CO INC Consumer Cyclical 3,635.0 $9K NEW $2.48 +28.8%
4584 BRCC BRC INC Consumer Defensive 8,386.0 $9K NEW $1.07 +65.9%
4585 SOUTH BOW CORP 330.0 $9K NEW $27.27
4586 BALLYS CORPORATION 542.0 $9K NEW $16.61
4587 AMRIZE LTD 162.0 $9K NEW $55.56
4588 BK TECHNOLOGIES CORPORATION 117.0 $9K NEW $76.92
4589 BV FINL INC 473.0 $9K NEW $19.03
4590 DYNAVAX TECHNOLOGIES CORP 602.0 $9K NEW $14.95
4591 SYNCHRONOSS TECHNOLOGIES INC 1,080.0 $9K NEW $8.33
4592 PAXS PIMCO ACCESS INCOME FUND Financial Services 580.0 $9K NEW $15.52 -9.2%
4593 CLOZ SERIES PORTFOLIOS TR 346.0 $9K NEW $26.01 +1.6%
4594 COPJ SPROTT FDS TR 225.0 $9K NEW $40.00 +4.5%
4595 ALTI ALTI GLOBAL INC Financial Services 1,951.0 $9K NEW $4.61 -25.0%
4596 USG USCF ETF TR 252.0 $9K NEW $35.71 +1.4%
4597 NMRA NEUMORA THERAPEUTICS INC. Healthcare 5,177.0 $9K NEW $1.74 +6.4%
4598 AISP AIRSHIP AI HLDGS INC Technology 2,998.0 $9K NEW $3.00 -22.1%
4599 AVXC AMERICAN CENTY ETF TR 141.0 $9K NEW $63.83 +26.5%
4600 IEV ISHARES TR 127.0 $9K NEW $70.87 +3.0%
Page 230 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%