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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 48 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TRIP TRIPADVISOR INC Consumer Cyclical 17,829.0 $190K -5K -22.0% $10.66 -6.8%
942 DRLL EA SERIES TRUST 4,799.0 $189K -55.0 -1.1% $39.48 -6.2%
943 IMO IMPERIAL OIL LTD Energy 1,442.0 $189K -925.0 -39.1% $130.83 +2.3%
944 UPBOUND GROUP INC 10,396.0 $188K -1K -11.3% $18.05
945 ASC ARDMORE SHIPPING CORP Industrials 12,173.0 $186K -1K -8.8% $15.25 +26.5%
946 CIVB CIVISTA BANCSHARES INC Financial Services 8,121.0 $185K -128.0 -1.6% $22.79 +12.5%
947 VEON LTD 3,997.0 $185K -160.0 -3.9% $46.30
948 BBIN J P MORGAN EXCHANGE TRADED F 2,524.0 $185K -154K -98.4% $73.12 +7.1%
949 VOX VANGUARD WORLD FD 1,022.0 $184K -181.0 -15.1% $179.84 +8.9%
950 GAUG FIRST TR EXCHNG TRADED FD VI 4,669.0 $181K -855.0 -15.5% $38.71 +5.9%
951 TDS TELEPHONE & DATA SYS INC Communication Services 4,262.0 $179K -24.0 -0.6% $42.10 -1.2%
952 RQI COHEN & STEERS QUALITY INCOM Financial Services 14,880.0 $179K -210.0 -1.4% $12.05 +10.5%
953 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 2,611.0 $179K -247.0 -8.6% $68.57 +7.5%
954 PCRX PACIRA BIOSCIENCES INC Healthcare 7,815.0 $177K -42.0 -0.5% $22.60 +3.9%
955 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 20,433.0 $176K -25K -55.0% $8.62 +6.0%
956 RELX RELX PLC Communication Services 5,302.0 $176K -937.0 -15.0% $33.15 +1.3%
957 HYLB DBX ETF TR 4,849.0 $175K -6K -54.0% $36.16 +0.9%
958 IHDG WISDOMTREE TR 3,595.0 $173K -147.0 -3.9% $48.15 +5.5%
959 LEU CENTRUS ENERGY CORP Energy 996.0 $173K -1K -52.6% $173.59 +2.1%
960 MAYT AIM ETF PRODUCTS TRUST 4,629.0 $171K -891.0 -16.1% $37.01 -0.5%
Page 48 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%