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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 236 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4701 ODDITY TECH LTD 175.0 $7K NEW $40.00
4702 TIDAL TRUST II 1,868.0 $7K NEW $3.75
4703 FRANKLIN XRP TRUST 345.0 $7K NEW $20.29
4704 LIFECORE BIOMEDICAL INC 854.0 $7K NEW $8.20
4705 MIDDLEFIELD BANC CORP 190.0 $7K NEW $36.84
4706 SOUNDTHINKING INC 848.0 $7K NEW $8.25
4707 GF NEW GERMANY FD INC Financial Services 589.0 $7K NEW $11.88 -0.1%
4708 BHK BLACKROCK CORE BD TR Financial Services 718.0 $7K NEW $9.75 -9.2%
4709 MPX MARINE PRODS CORP Consumer Cyclical 774.0 $7K NEW $9.04 -9.6%
4710 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 1,624.0 $7K NEW $4.31 -23.4%
4711 ERH ALLSPRING UTILITIES AND HIGH Financial Services 553.0 $7K NEW $12.66 -6.6%
4712 EYPT EYEPOINT INC Healthcare 369.0 $7K NEW $18.97 -32.6%
4713 HWBK HAWTHORN BANCSHARES INC Financial Services 201.0 $7K NEW $34.83 +0.8%
4714 FUNC FIRST UTD CORP Financial Services 199.0 $7K NEW $35.18 +6.7%
4715 PNQI INVESCO EXCHANGE TRADED FD T 126.0 $7K NEW $55.56 -13.4%
4716 ASUR ASURE SOFTWARE INC Technology 740.0 $7K NEW $9.46 -7.1%
4717 SUZ SUZANO S A Basic Materials 736.0 $7K NEW $9.51 -11.2%
4718 DVYE ISHARES INC 230.0 $7K NEW $30.43 +12.6%
4719 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 487.0 $7K NEW $14.37 -9.9%
4720 JMSB JOHN MARSHALL BANCORP INC Financial Services 348.0 $7K NEW $20.11 +5.0%
Page 236 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%