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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 276 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5501 CADL CANDEL THERAPEUTICS INC Healthcare 37.0 NEW
5502 RANI RANI THERAPEUTICS HLDGS INC Healthcare 175.0 NEW
5503 AKA A K A BRANDS HLDG CORP Consumer Cyclical 14.0 NEW
5504 BRLT BRILLIANT EARTH GROUP INC Consumer Cyclical 17.0 NEW
5505 SOLO BRANDS INC 1.0 NEW
5506 ALLBIRDS INC 75.0 NEW
5507 SNOW LAKE RES LTD 30.0 NEW
5508 SIDUS SPACE INC 6.0 NEW
5509 PRESIDIO PPTY TR INC 5,124.0 NEW
5510 EDIBLE GARDEN AG INC 650.0 NEW
5511 AELUMA INC 10.0 NEW
5512 DEFI DEVELOPMENT CORP 32.0 NEW
5513 JET AI INC 1.0 NEW
5514 FIRST TR EXCHANGE-TRADED FD 6.0 NEW
5515 URGENTLY INC 3.0 NEW
5516 ROADZEN INC 19.0 NEW
5517 DIANA SHIPPING INC 415.0 NEW
5518 TEVOGEN BIO HLDGS INC 379.0 NEW
5519 ATLANTIC INTL CORP 210.0 NEW
5520 IMPACT BIOMEDICAL INC 28.0 NEW
Page 276 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%