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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 50 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HERO GLOBAL X FDS 5,925.0 $152K -641.0 -9.8% $25.73 -1.1%
982 KBR KBR INC Industrials 4,125.0 $152K -5K -55.2% $36.86 -12.9%
983 BCE BCE INC Communication Services 6,010.0 $152K -680.0 -10.2% $25.24 -3.4%
984 APLD APPLIED DIGITAL CORP Technology 6,385.0 $152K -358.0 -5.3% $23.74 +102.3%
985 IIIN INSTEEL INDS INC Industrials 4,473.0 $150K -1K -20.1% $33.61 -22.0%
986 IQDG WISDOMTREE TR 3,669.0 $147K -19.0 -0.5% $40.14 +6.0%
987 SAFEHOLD INC 10,808.0 $146K -5K -32.8% $13.53
988 LDSF FIRST TR EXCHNG TRADED FD VI 7,715.0 $146K -206.0 -2.6% $18.92 -0.3%
989 SPYC SIMPLIFY EXCHANGE TRADED FUN 3,676.0 $145K -11K -75.4% $39.47 +14.4%
990 IOO ISHARES TR 1,197.0 $145K -82.0 -6.4% $121.01 +17.1%
991 RHLD RESOLUTE HLDGS MGMT INC Industrials 890.0 $144K -26.0 -2.8% $162.30 -32.0%
992 DUHP DIMENSIONAL ETF TRUST 3,898.0 $143K -46K -92.2% $36.76 +9.6%
993 NUDM NUSHARES ETF TR 3,956.0 $143K -421.0 -9.6% $36.11 +7.4%
994 NUBD NUSHARES ETF TR 6,420.0 $143K -200.0 -3.0% $22.21 -1.0%
995 EQBK EQUITY BANCSHARES INC Financial Services 3,191.0 $142K -61.0 -1.9% $44.41 +3.0%
996 CORT CORCEPT THERAPEUTICS INC Healthcare 3,467.0 $140K -14K -80.0% $40.31 +48.1%
997 ORN ORION GROUP HLDGS INC Industrials 12,762.0 $139K -104.0 -0.8% $10.90 +25.9%
998 HIMS HIMS & HERS HEALTH INC Healthcare 6,667.0 $138K -1K -16.0% $20.76 +15.7%
999 OLED UNIVERSAL DISPLAY CORP Technology 1,499.0 $137K -1K -43.5% $91.68 -0.1%
1000 STC STEWART INFORMATION SVCS COR Financial Services 2,228.0 $137K -34.0 -1.5% $61.57 +10.6%
Page 50 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%