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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 56 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 AEGON LTD 11,651.0 $85K -24K -67.1% $7.26
1102 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 4,911.0 $84K -205.0 -4.0% $17.07 +1.6%
1103 VCR VANGUARD WORLD FD 232.0 $83K -181.0 -43.8% $359.03 +9.4%
1104 PGHY INVESCO EXCH TRADED FD TR II 4,283.0 $83K -668.0 -13.5% $19.41 +1.5%
1105 FNLC FIRST BANCORP INC ME Financial Services 2,931.0 $82K -142.0 -4.6% $28.03 +2.4%
1106 MDV MODIV INDUSTRIAL INC Real Estate 5,734.0 $82K -56.0 -1.0% $14.32 +27.6%
1107 TCBX THIRD COAST BANCSHARES INC Financial Services 2,159.0 $82K -99.0 -4.4% $37.83 -0.1%
1108 ARKB ARK 21SHARES BITCOIN ETF Financial Services 3,630.0 $82K -2K -40.5% $22.49 +14.5%
1109 PDD PDD HOLDINGS INC Consumer Cyclical 797.0 $81K -70.0 -8.1% $102.19 -4.3%
1110 NANC TIDAL TRUST I 1,906.0 $80K -305.0 -13.8% $42.20 +15.8%
1111 CZNC CITIZENS & NORTHN CORP Financial Services 3,582.0 $80K -184.0 -4.9% $22.34 -5.1%
1112 RGR STURM RUGER & CO INC Industrials 1,972.0 $79K -1K -38.2% $40.09 -1.9%
1113 BCBP BCB BANCORP INC Financial Services 8,782.0 $79K -3K -26.8% $8.98 +9.2%
1114 NTES NETEASE COM INC Technology 698.0 $78K -147.0 -17.4% $111.94 +2.1%
1115 ALNT ALLIENT INC Technology 1,293.0 $76K -45.0 -3.4% $59.09 +6.3%
1116 HLNE HAMILTON LANE INC Financial Services 761.0 $76K -322.0 -29.7% $99.40 -10.9%
1117 DXC DXC TECHNOLOGY CO Technology 5,961.0 $75K -23K -79.3% $12.57 -26.6%
1118 BUXX EA SERIES TRUST 3,694.0 $75K -6K -63.5% $20.24 +0.0%
1119 PDEC INNOVATOR ETFS TRUST 1,736.0 $74K -3K -65.8% $42.50 +7.1%
1120 EFSC ENTERPRISE FINL SVCS CORP Financial Services 1,363.0 $74K -376.0 -21.6% $54.11 +12.2%
Page 56 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%