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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 234 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4661 PRNT ARK ETF TR 339.0 $8K NEW $23.60 +3.6%
4662 RA BROOKFIELD REAL ASSETS INCOM Financial Services 614.0 $8K NEW $13.03 -1.6%
4663 BBCP CONCRETE PUMPING HLDGS INC Industrials 1,215.0 $8K NEW $6.58 +13.0%
4664 IZRL ARK ETF TR 252.0 $8K NEW $31.75 -3.3%
4665 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 173.0 $8K NEW $46.24 -19.8%
4666 HGLB HIGHLAND GLOBAL ALLOCATION F Financial Services 904.0 $8K NEW $8.85 -6.8%
4667 FDEM FIDELITY COVINGTON TRUST 253.0 $8K NEW $31.62 +13.6%
4668 IDRV ISHARES TR 198.0 $8K NEW $40.40 +5.3%
4669 SEIQ SEI EXCHANGE TRADED FUNDS 210.0 $8K NEW $38.10 +4.4%
4670 WEST WESTROCK COFFEE CO Consumer Defensive 2,052.0 $8K NEW $3.90 +117.0%
4671 QQQS INVESCO EXCH TRADED FD TR II 237.0 $8K NEW $33.76 +24.2%
4672 QDTE ROUNDHILL ETF TRUST 250.0 $8K NEW $32.00 -2.5%
4673 EWT ISHARES INC 121.0 $8K NEW $66.12 +42.8%
4674 BRW SABA CAPITAL INCOME & OPRNT Financial Services 1,161.0 $8K NEW $6.89 -2.0%
4675 OAKM HARRIS OAKMARK ETF TRUST 294.0 $8K NEW $27.21 +2.8%
4676 AAPL PUT APPLE INC Technology 4,700.0 $8K NEW $1.70 +17818.2%
4677 JCAP JEFFERSON CAPITAL INC Financial Services 339.0 $8K NEW $23.60 -26.3%
4678 BETA BETA TECHNOLOGIES INC Industrials 285.0 $8K NEW $28.07 -43.1%
4679 GDX CALL VANECK ETF TRUST 2,000.0 $8K NEW $4.00 +2051.5%
4680 FRO FRONTLINE PLC Energy 345.0 $8K NEW $23.19 +65.8%
Page 234 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%