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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 55 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SYFI AB ACTIVE ETFS INC 2,700.0 $96K -4K -59.8% $35.52 +0.5%
1082 HLX HELIX ENERGY SOLUTIONS GRP I Energy 9,590.0 $95K -1K -11.5% $9.89 +1.5%
1083 GRUPO CIBEST SA 1,293.0 $94K -80.0 -5.8% $72.81
1084 IDLV INVESCO EXCH TRADED FD TR II 2,717.0 $94K -630.0 -18.8% $34.45 +2.7%
1085 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 2,252.0 $94K -467.0 -17.2% $41.52 +2.0%
1086 GDOT GREEN DOT CORP Financial Services 8,304.0 $93K -209.0 -2.5% $11.22 +14.6%
1087 TNC TENNANT CO Industrials 1,383.0 $92K -2K -62.5% $66.40 +24.8%
1088 JBBB JANUS DETROIT STR TR 1,961.0 $91K -604.0 -23.6% $46.60 +1.6%
1089 FG F&G ANNUITIES & LIFE INC Financial Services 3,593.0 $91K -6K -64.3% $25.32 +9.0%
1090 OIH VANECK ETF TRUST 224.0 $90K -25.0 -10.0% $403.61 +10.3%
1091 CLOX SERIES PORTFOLIOS TR 3,514.0 $90K -195.0 -5.3% $25.57 +0.1%
1092 ORGO ORGANOGENESIS HLDGS INC Healthcare 37,912.0 $90K -411.0 -1.1% $2.37 +12.2%
1093 KRC KILROY REALTY CORP Real Estate 3,171.0 $89K -2K -41.8% $28.21 +21.0%
1094 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 2,099.0 $89K -119.0 -5.4% $42.22 +9.2%
1095 LAD LITHIA MTRS INC Consumer Cyclical 352.0 $88K -266.0 -43.0% $249.73 +9.9%
1096 TLK TELEKOMUNIKASI IND Communication Services 4,702.0 $88K -272.0 -5.5% $18.68 -6.6%
1097 RMR RMR GROUP INC Real Estate 5,659.0 $88K -339.0 -5.7% $15.47 +28.1%
1098 UPWK UPWORK INC Industrials 7,975.0 $87K -12K -61.0% $10.96 -21.0%
1099 INTERNATIONAL BANCSHARES COR 1,287.0 $87K -276.0 -17.7% $67.29
1100 TQQQ PROSHARES TR 2,037.0 $85K -19K -90.5% $41.68 +84.6%
Page 55 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%