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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 13 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IUSG ISHARES TR 43,150.0 $6.7M 0.02% -1K -3.2% $155.11 +19.9%
242 CMF ISHARES TR 112,944.0 $6.4M 0.02% -16K -12.5% $56.86 -0.2%
243 NANR SPDR INDEX SHS FDS 76,316.0 $6.4M 0.02% -8K -9.5% $84.00 -1.9%
244 BDX BECTON DICKINSON & CO Healthcare 40,685.0 $6.4M 0.02% -3K -6.9% $157.23 -6.5%
245 ILCG ISHARES TR 66,679.0 $6.4M 0.02% -468.0 -0.7% $95.48 +20.7%
246 VTWG VANGUARD SCOTTSDALE FDS 27,564.0 $6.3M 0.02% -3K -8.7% $229.03 +15.8%
247 SPBO SPDR SERIES TRUST 215,712.0 $6.3M 0.02% -16K -6.8% $29.03 -0.8%
248 FMB FIRST TR EXCH TRADED FD III 123,047.0 $6.2M 0.02% -9K -6.8% $50.66 +0.2%
249 WWD WOODWARD INC Industrials 17,416.0 $6.2M 0.02% -2K -11.5% $357.92 -3.7%
250 IWO ISHARES TR 19,864.0 $6.2M 0.02% -360.0 -1.8% $313.80 +15.7%
251 ROP ROPER TECHNOLOGIES INC Industrials 17,484.0 $6.2M 0.02% -10K -37.5% $353.86 -7.0%
252 BSJQ INVESCO EXCH TRD SLF IDX FD 266,522.0 $6.2M 0.02% -32K -10.6% $23.18 -0.3%
253 EPD ENTERPRISE PRODS PARTNERS L Energy 159,724.0 $6.0M 0.02% -5K -3.2% $37.84 +5.2%
254 BLES NORTHERN LTS FD TR IV 135,364.0 $6.0M 0.02% -17K -11.3% $44.35 +6.6%
255 AMT AMERICAN TOWER CORP Real Estate 33,623.0 $5.8M 0.01% -10K -22.8% $172.58 +6.6%
256 UNILEVER PLC 101,422.0 $5.8M 0.01% -2K -1.6% $56.97
257 SYY SYSCO CORP Consumer Defensive 80,362.0 $5.7M 0.01% -3K -4.0% $71.33 +5.4%
258 NFG NATIONAL FUEL GAS CO Energy 60,903.0 $5.7M 0.01% -19K -24.1% $93.96 -10.0%
259 ORI OLD REP INTL CORP Financial Services 143,391.0 $5.7M 0.01% -38K -20.9% $39.90 -0.8%
260 SONY SONY GROUP CORP Technology 275,053.0 $5.7M 0.01% -11K -3.8% $20.70 +10.0%
Page 13 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%