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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 255 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5081 SQFT PRESIDIO PPTY TR INC Real Estate 529.0 $2K NEW $3.78 -20.4%
5082 PRLD PRELUDE THERAPEUTICS INC Healthcare 692.0 $2K NEW $2.89 +55.7%
5083 AVIR ATEA PHARMACEUTICALS INC Healthcare 422.0 $2K NEW $4.74 -10.5%
5084 SEAT VIVID SEATS INC Communication Services 275.0 $2K NEW $7.27 +11.1%
5085 MYPS PLAYSTUDIOS INC Technology 3,568.0 $2K NEW $0.56 -20.6%
5086 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 178.0 $2K NEW $11.24 -21.0%
5087 MNTK MONTAUK RENEWABLES INC Utilities 1,127.0 $2K NEW $1.77 -13.8%
5088 DSGN DESIGN THERAPEUTICS INC Healthcare 239.0 $2K NEW $8.37 +31.6%
5089 FOA FINANCE OF AMERICA COMPAN Financial Services 92.0 $2K NEW $21.74 -10.5%
5090 NPCE NEUROPACE INC Healthcare 156.0 $2K NEW $12.82 +27.0%
5091 SHYM BLACKROCK ETF TRUST II 68.0 $2K NEW $29.41 -24.8%
5092 QDPL PACER FDS TR 43.0 $2K NEW $46.51 -2.1%
5093 ZSPACE INC 3,342.0 $2K NEW $0.60
5094 TIDAL TRUST II 378.0 $2K NEW $5.29
5095 SHOULDER INNOVATIONS INC 151.0 $2K NEW $13.25
5096 MINDWALK HOLDINGS CORP 1,000.0 $2K NEW $2.00
5097 TSAKOS ENERGY NAVIGATION LTD 95.0 $2K NEW $21.05
5098 ACRES COMMERCIAL REALTY CORP 93.0 $2K NEW $21.51
5099 REPOSITRAK INC 182.0 $2K NEW $10.99
5100 VOX ROYALTY CORP 475.0 $2K NEW $4.21
Page 255 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%