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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 45 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 MP MP MATERIALS CORP Basic Materials 5,053.0 $244K 0.00% -585.0 -10.4% $48.26 +27.9%
882 SANA SANA BIOTECHNOLOGY INC Healthcare 84,445.0 $243K 0.00% -661.0 -0.8% $2.88 +8.0%
883 ISCV ISHARES TR 3,497.0 $243K 0.00% -24.0 -0.7% $69.51 +6.6%
884 QTEC FIRST TR EXCHANGE-TRADED FD 1,120.0 $242K 0.00% -20.0 -1.8% $216.06 +38.6%
885 PMAR INNOVATOR ETFS TRUST 5,414.0 $242K 0.00% -60.0 -1.1% $44.62 +6.3%
886 RZV INVESCO EXCHANGE TRADED FD T 1,939.0 $241K 0.00% -108.0 -5.3% $124.40 +7.6%
887 HYDB ISHARES TR 5,155.0 $240K 0.00% -208K -97.6% $46.52 +0.5%
888 KBWB INVESCO EXCH TRADED FD TR II 2,980.0 $236K 0.00% -180.0 -5.7% $79.12 +8.8%
889 EEMA ISHARES INC 2,462.0 $236K 0.00% -1K -37.4% $95.74 +17.9%
890 IXG ISHARES TR 2,058.0 $235K 0.00% -532.0 -20.5% $114.00 +7.4%
891 RDDT REDDIT INC Communication Services 1,741.0 $234K 0.00% -10K -84.9% $134.65 +9.0%
892 PRGS PROGRESS SOFTWARE CORP Technology 9,083.0 $233K 0.00% -2K -19.4% $25.65 +13.9%
893 NEWT NEWTEKONE INC Financial Services 21,148.0 $232K 0.00% -645.0 -3.0% $10.95 +21.4%
894 ACLS AXCELIS TECHNOLOGIES INC Technology 2,473.0 $230K 0.00% -150.0 -5.7% $93.08 +63.8%
895 HTRB HARTFORD FDS EXCHANGE TRADED 6,797.0 $229K 0.00% -974.0 -12.5% $33.74 -0.5%
896 GDOC GOLDMAN SACHS ETF TR 6,998.0 $228K 0.00% -1K -14.0% $32.61 +0.5%
897 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 3,662.0 $228K 0.00% -1K -28.6% $62.29 +1.9%
898 PSFF PACER FDS TR 7,108.0 $228K 0.00% -553.0 -7.2% $32.04 +6.0%
899 LKFN LAKELAND FINL CORP Financial Services 3,944.0 $226K 0.00% -454.0 -10.3% $57.38 +4.9%
900 WF WOORI FINL GROUP INC Financial Services 3,388.0 $226K 0.00% -86.0 -2.5% $66.61 -6.3%
Page 45 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%