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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 274 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5461 CSD INVESCO EXCHANGE TRADED FD T NEW
5462 MERC MERCER INTL INC Basic Materials 23.0 NEW
5463 AREN THE ARENA GROUP HOLDINGS INC Communication Services 21.0 NEW
5464 STRT STRATTEC SEC CORP Consumer Cyclical 6.0 NEW
5465 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 575.0 NEW
5466 FRD FRIEDMAN INDS INC Basic Materials 23.0 NEW
5467 FLL FULL HSE RESORTS INC Consumer Cyclical 4.0 NEW
5468 ESOA ENERGY SVCS ACQUISITION CORP Industrials 26.0 NEW
5469 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 203.0 NEW
5470 RCMT RCM TECHNOLOGIES INC Industrials 24.0 NEW
5471 GYRE GYRE THERAPEUTICS INC Healthcare 36.0 NEW
5472 NEON NEONODE INC Technology 153.0 NEW
5473 IDR IDAHO STRATEGIC RESOURCES Basic Materials 5.0 NEW
5474 REI RING ENERGY INC Energy 172.0 NEW
5475 INFU INFUSYSTEM HLDGS INC Healthcare 27.0 NEW
5476 LWLG LIGHTWAVE LOGIC INC Basic Materials 90.0 NEW
5477 LITS LITE STRATEGY INC Healthcare 1.0 NEW
5478 GORO GOLD RESOURCE CORP Basic Materials 119.0 NEW
5479 FEIM FREQUENCY ELECTRS INC Technology 2.0 NEW
5480 TSSI TSS INC DEL Technology 1.0 NEW
Page 274 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%