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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 8 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MIST MILESTONE PHARMACEUTICALS IN Healthcare 10,000.0 $12K NEW $1.19 +26.1%
142 CHPX GLOBAL X FDS 201.0 $12K NEW $57.37 +57.3%
143 SGVT SCHWAB STRATEGIC TR 114.0 $11K NEW $100.72 -0.1%
144 PBPH TIDAL TR IV 437.0 $11K NEW $25.56 -1.2%
145 RXRX CALL RECURSION PHARMACEUTICALS IN Healthcare 20,000.0 $11K NEW $0.55 +418.2%
146 COCH ENVOY MEDICAL INC Healthcare 16,500.0 $11K NEW $0.67 +9.8%
147 METL SPROTT FDS TR 400.0 $11K NEW $26.89 +3.8%
148 ENERGY TRANSFER L P 900.0 $10K NEW $11.57
149 MBS ANGEL OAK FUNDS TRUST 1,104.0 $10K NEW $8.66 -0.9%
150 ELEMENTAL RTY CORP 493.0 $9K NEW $18.84
151 PBEU TIDAL TR IV 311.0 $9K NEW $27.48 +11.5%
152 URNM SPROTT FDS TR 134.0 $8K NEW $63.15 -9.1%
153 SELECT SECTOR SPDR TR 355.0 $8K NEW $23.64
154 ASM AVINO SILVER & GOLD MINES LT Basic Materials 1,300.0 $8K NEW $6.32 +7.3%
155 MYCK SSGA ACTIVE TR 325.0 $8K NEW $24.90 -0.8%
156 SPVM INVESCO EXCHANGE TRADED FD T 114.0 $8K NEW $68.90 +3.5%
157 BTG B2GOLD CORP Basic Materials 1,700.0 $8K NEW $4.53 +3.1%
158 FOLD HLDGS INC 5,650.0 $7K NEW $1.32
159 EXK ENDEAVOUR SILVER CORP Basic Materials 800.0 $7K NEW $9.31 -3.2%
160 GROY GOLD ROYALTY CORP Basic Materials 2,030.0 $7K NEW $3.58 -12.8%
Page 8 of 16  ·  303 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%