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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 267 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5321 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 65.0 $1K NEW $15.38 +46.1%
5322 HPK HIGHPEAK ENERGY INC Energy 234.0 $1K NEW $4.27 +90.0%
5323 SBIO ALPS ETF TR 15.0 $1K NEW $66.67 -21.5%
5324 BZUN BAOZUN INC Consumer Cyclical 350.0 $1K NEW $2.86 -11.1%
5325 TLSI TRISALUS LIFE SCIENCES INC Healthcare 78.0 $1K NEW $12.82 -74.7%
5326 ACRS ACLARIS THERAPEUTICS INC Healthcare 380.0 $1K NEW $2.63 +72.1%
5327 SENS SENSEONICS HLDGS INC Healthcare 100.0 $1K NEW $10.00 -44.6%
5328 RNAC CARTESIAN THERAPEUTICS INC Healthcare 191.0 $1K NEW $5.24 +24.5%
5329 IGRO ISHARES TR 8.0 $1K NEW $125.00 -29.3%
5330 LESL LESLIES INC Consumer Cyclical 578.0 $1K NEW $1.73 +74.0%
5331 FPH FIVE POINT HOLDINGS LLC Real Estate 194.0 $1K NEW $5.15 -8.4%
5332 XSHQ INVESCO EXCH TRADED FD TR II 24.0 $1K NEW $41.67 +8.6%
5333 FLMX FRANKLIN TEMPLETON ETF TR 38.0 $1K NEW $26.32 +45.5%
5334 FLGB FRANKLIN TEMPLETON ETF TR 42.0 $1K NEW $23.81 +51.1%
5335 EOLS EVOLUS INC Healthcare 112.0 $1K NEW $8.93 -28.0%
5336 EAF GRAFTECH INTL LTD Industrials 43.0 $1K NEW $23.26 -63.3%
5337 LOVE LOVESAC COMPANY Consumer Cyclical 95.0 $1K NEW $10.53 +44.2%
5338 KLXE KLX ENERGY SERVICS HOLDNGS I Energy 500.0 $1K NEW $2.00 +71.0%
5339 WRAP WRAP TECHNOLOGIES INC Technology 300.0 $1K NEW $3.33 -56.5%
5340 PMCB PHARMACYTE BIOTECH INC Healthcare 1.0 NEW
Page 267 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%