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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 40 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CZA INVESCO EXCHANGE TRADED FD T 3,684.0 $406K 0.00% -576.0 -13.5% $110.14 +5.6%
782 SEI SOLARIS ENERGY INFRAS INC Energy 7,152.0 $404K 0.00% -606.0 -7.8% $56.51 +26.4%
783 SRCE 1ST SOURCE CORP Financial Services 5,771.0 $399K 0.00% -509.0 -8.1% $69.21 +6.2%
784 IAT ISHARES TR 7,386.0 $398K 0.00% -7K -48.4% $53.84 +5.9%
785 ALKS ALKERMES PLC Healthcare 11,225.0 $397K 0.00% -1K -8.3% $35.36 +4.5%
786 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 12,726.0 $393K 0.00% -8K -37.6% $30.85 -2.3%
787 BUSE FIRST BUSEY CORP Financial Services 15,425.0 $390K 0.00% -666.0 -4.1% $25.27 +6.2%
788 SLM SLM CORP Financial Services 18,202.0 $390K 0.00% -16K -46.5% $21.41 +2.8%
789 VDC VANGUARD WORLD FD 1,730.0 $388K 0.00% -1K -43.7% $224.54 +2.3%
790 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 14,974.0 $388K 0.00% -591.0 -3.8% $25.90 -34.5%
791 RAMP LIVERAMP HLDGS INC Technology 14,546.0 $386K 0.00% -13K -47.6% $26.52 +42.3%
792 KRYS KRYSTAL BIOTECH INC Healthcare 1,488.0 $384K 0.00% -20.0 -1.3% $258.32 +17.8%
793 FEX FIRST TR EXCHANGE-TRADED ALP 3,146.0 $384K 0.00% -1K -24.4% $121.93 +8.3%
794 SLF SUN LIFE FINANCIAL INC. Financial Services 6,126.0 $383K 0.00% -1K -14.1% $62.56 +16.7%
795 MXL MAXLINEAR INC Technology 21,944.0 $382K 0.00% -178.0 -0.8% $17.39 +473.1%
796 EMNT PIMCO ETF TR 3,844.0 $380K 0.00% -15K -79.5% $98.93 -0.2%
797 TVTX TRAVERE THERAPEUTICS INC Healthcare 12,694.0 $377K 0.00% -125.0 -1.0% $29.71 +46.4%
798 VOYA VOYA FINANCIAL INC Financial Services 5,490.0 $375K 0.00% -8K -58.0% $68.33 +20.6%
799 RNG RINGCENTRAL INC Technology 10,078.0 $375K 0.00% -19K -65.8% $37.19 +17.0%
800 PENN PENN ENTERTAINMENT INC Consumer Cyclical 24,914.0 $374K 0.00% -67K -72.9% $15.03 +11.1%
Page 40 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%