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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 12 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HCA HCA HEALTHCARE INC Healthcare 16,272.0 $7.7M 0.02% -596.0 -3.5% $473.23 -14.5%
222 IEI ISHARES TR 64,619.0 $7.7M 0.02% -28K -30.0% $118.60 -1.2%
223 IGM ISHARES TR 63,922.0 $7.6M 0.02% -670.0 -1.0% $118.51 +30.5%
224 CCK CROWN HLDGS INC Consumer Cyclical 75,485.0 $7.6M 0.02% -5K -6.2% $100.25 -2.9%
225 BSCS INVESCO EXCH TRD SLF IDX FD 363,368.0 $7.4M 0.02% -39K -9.8% $20.42 -0.4%
226 SHV ISHARES TR 67,174.0 $7.4M 0.02% -3K -4.4% $110.39 -0.1%
227 VIOV VANGUARD ADMIRAL FDS INC 72,749.0 $7.4M 0.02% -3K -4.2% $101.74 +7.7%
228 TPIF TIMOTHY PLAN 203,432.0 $7.3M 0.02% -25K -10.9% $36.04 +4.1%
229 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 100,272.0 $7.3M 0.02% -562.0 -0.6% $72.46 +19.2%
230 TM TOYOTA MOTOR CORP Consumer Cyclical 34,726.0 $7.2M 0.02% -493.0 -1.4% $206.09 -10.0%
231 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 98,000.0 $7.1M 0.02% -8K -7.4% $72.55 -0.8%
232 RZG INVESCO EXCHANGE TRADED FD T 124,797.0 $7.1M 0.02% -11K -8.2% $56.96 +11.1%
233 BUFG FIRST TR EXCHNG TRADED FD VI 262,826.0 $7.1M 0.02% -17K -6.1% $26.86 +8.1%
234 NEAR ISHARES U S ETF TR 137,255.0 $7.0M 0.02% -74K -35.1% $50.84 -0.3%
235 IGV ISHARES TR 87,084.0 $7.0M 0.02% -29K -25.2% $80.05 +16.6%
236 KDP KEURIG DR PEPPER INC Consumer Defensive 263,138.0 $6.9M 0.02% -155K -37.0% $26.33 +9.6%
237 BIBL NORTHERN LTS FD TR IV 146,798.0 $6.9M 0.02% -49K -25.1% $47.15 +11.7%
238 FFEB FIRST TR EXCHNG TRADED FD VI 122,277.0 $6.8M 0.02% -130K -51.6% $55.85 +8.1%
239 IWP ISHARES TR 53,061.0 $6.8M 0.02% -39K -42.2% $128.12 +7.2%
240 TEAM ATLASSIAN CORPORATION Technology 98,230.0 $6.7M 0.02% -86K -46.6% $68.25 +26.9%
Page 12 of 81  ·  1,606 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%