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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 232 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4621 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 2,123.0 $8K NEW $3.77 +33.0%
4622 CVLG COVENANT LOGISTICS GROUP INC Industrials 374.0 $8K NEW $21.39 +74.7%
4623 GRX GABELLI HLTHCARE & WELLNESS Financial Services 850.0 $8K NEW $9.41 -4.5%
4624 WTRE WISDOMTREE TR 387.0 $8K NEW $20.67 +25.9%
4625 TBI TRUEBLUE INC Industrials 1,853.0 $8K NEW $4.32 +26.0%
4626 PIE INVESCO EXCH TRADED FD TR II 334.0 $8K NEW $23.95 +29.2%
4627 RXL PROSHARES TR 162.0 $8K NEW $49.38 -6.1%
4628 RSPF INVESCO EXCHANGE TRADED FD T 100.0 $8K NEW $80.00 -5.8%
4629 WLFC WILLIS LEASE FIN CORP Industrials 61.0 $8K NEW $131.15 +36.4%
4630 OPRX OPTIMIZERX CORP Healthcare 683.0 $8K NEW $11.71 -57.8%
4631 LFVN LIFEVANTAGE CORP Consumer Defensive 1,372.0 $8K NEW $5.83 -7.9%
4632 EGAN EGAIN CORP Technology 766.0 $8K NEW $10.44 -34.1%
4633 FLXS FLEXSTEEL INDS INC Consumer Cyclical 212.0 $8K NEW $37.74 +49.0%
4634 ERII ENERGY RECOVERY INC Industrials 564.0 $8K NEW $14.18 -39.2%
4635 XGN EXAGEN INC Healthcare 1,398.0 $8K NEW $5.72 -33.1%
4636 MAPS WM TECHNOLOGY INC Technology 10,025.0 $8K NEW $0.80 -53.6%
4637 LUNG PULMONX CORP Healthcare 3,830.0 $8K NEW $2.09 -26.3%
4638 THRY THRYV HLDGS INC Communication Services 1,387.0 $8K NEW $5.77 -34.5%
4639 CTEC GLOBAL X FDS 146.0 $8K NEW $54.79 +32.6%
4640 BUZZ VANECK ETF TRUST 245.0 $8K NEW $32.65 +14.6%
Page 232 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%