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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 48 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 AVUS AMERICAN CENTY ETF TR 29,988.0 $3.4M 0.01% NEW $111.78 +12.0%
942 GLRY NORTHERN LTS FD TR IV 93,370.0 $3.3M 0.01% NEW $35.83 +13.1%
943 VXUS VANGUARD STAR FDS 44,318.0 $3.3M 0.01% NEW $75.43 +12.1%
944 DJUN FIRST TR EXCHNG TRADED FD VI 70,586.0 $3.3M 0.01% NEW $47.35 +3.5%
945 CF CF INDS HLDGS INC Basic Materials 43,118.0 $3.3M 0.01% NEW $77.35 +57.3%
946 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 13,009.0 $3.3M 0.01% NEW $256.05 -7.6%
947 BKH BLACK HILLS CORP Utilities 47,974.0 $3.3M 0.01% NEW $69.41 +6.8%
948 VRTX VERTEX PHARMACEUTICALS INC Healthcare 7,343.0 $3.3M 0.01% NEW $453.36 -5.1%
949 HST HOST HOTELS & RESORTS INC Real Estate 187,636.0 $3.3M 0.01% NEW $17.73 +26.4%
950 ITT ITT INC Industrials 19,092.0 $3.3M 0.01% NEW $173.53 +11.0%
951 AMH AMERICAN HOMES 4 RENT Real Estate 102,565.0 $3.3M 0.01% NEW $32.10 +0.0%
952 DGX QUEST DIAGNOSTICS INC Healthcare 18,950.0 $3.3M 0.01% NEW $173.51 +11.7%
953 STT STATE STR CORP Financial Services 25,406.0 $3.3M 0.01% NEW $129.02 +19.4%
954 HYBL SSGA ACTIVE TR 115,217.0 $3.3M 0.01% NEW $28.44 -1.3%
955 OHI OMEGA HEALTHCARE INVS INC Real Estate 73,716.0 $3.3M 0.01% NEW $44.35 +8.8%
956 EA ELECTRONIC ARTS INC Communication Services 15,992.0 $3.3M 0.01% NEW $204.35 -1.2%
957 PPA INVESCO EXCHANGE TRADED FD T 20,796.0 $3.3M 0.01% NEW $156.62 +7.2%
958 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 11,825.0 $3.3M 0.01% NEW $275.35 +172.8%
959 HPE HEWLETT PACKARD ENTERPRISE C Technology 134,961.0 $3.2M 0.01% NEW $24.02 +41.4%
960 NLR VANECK ETF TRUST 26,058.0 $3.2M 0.01% NEW $124.18 +4.6%
Page 48 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%