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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 23 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LIBERTY GLOBAL LTD 155,533.0 $1.9M 0.01% -34K -17.9% $12.09
442 MGV VANGUARD WORLD FD 12,961.0 $1.9M 0.01% -1K -9.7% $144.95 +7.4%
443 IBMQ ISHARES TR 72,553.0 $1.9M 0.01% -4K -5.2% $25.53 -0.2%
444 QMOM EA SERIES TRUST 27,021.0 $1.8M 0.01% -35K -56.8% $68.31 +13.1%
445 TWLO TWILIO INC Communication Services 14,584.0 $1.8M 0.01% -1K -9.1% $125.82 +50.5%
446 ARTY ISHARES TR 39,014.0 $1.8M 0.01% -18K -31.0% $46.53 +46.4%
447 FANG DIAMONDBACK ENERGY INC Energy 9,156.0 $1.8M 0.01% -203.0 -2.2% $197.80 +1.6%
448 TTD THE TRADE DESK INC Technology 79,074.0 $1.8M 0.01% -2K -2.8% $22.69 -7.4%
449 BSJR INVESCO EXCH TRD SLF IDX FD 78,569.0 $1.8M 0.01% -7K -8.2% $22.37 +0.1%
450 CPB THE CAMPBELLS COMPANY Consumer Defensive 78,592.0 $1.8M 0.01% -3K -3.2% $22.27 -10.0%
451 SUSB ISHARES TR 69,473.0 $1.7M 0.01% -14K -16.9% $25.06 -0.5%
452 AOS SMITH A O CORP Industrials 26,259.0 $1.7M 0.01% -8K -23.1% $65.94 -13.3%
453 IX ORIX CORP Financial Services 57,631.0 $1.7M 0.01% -14K -19.4% $29.99 +30.9%
454 DVOL FIRST TR EXCHANGE TRADED FD 49,186.0 $1.7M 0.00% -68K -58.1% $34.57 +5.3%
455 RS RELIANCE INC Basic Materials 5,592.0 $1.7M 0.00% -222.0 -3.8% $303.93 +19.2%
456 DOCN DIGITALOCEAN HLDGS INC Technology 19,715.0 $1.7M 0.00% -1K -6.0% $85.78 +84.6%
457 SKYY FIRST TR EXCHANGE-TRADED FD 15,379.0 $1.7M 0.00% -953.0 -5.8% $109.36 +18.7%
458 FDN FIRST TR EXCHANGE-TRADED FD 7,115.0 $1.7M 0.00% -10K -58.2% $234.03 +16.1%
459 SAFT SAFETY INS GROUP INC Financial Services 22,753.0 $1.7M 0.00% -256.0 -1.1% $72.64 +0.3%
460 SR SPIRE INC Utilities 18,208.0 $1.6M 0.00% -324.0 -1.8% $90.54 -4.2%
Page 23 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%