BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 58 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 PJUN INNOVATOR ETFS TRUST 1,593.0 $67K -925.0 -36.7% $41.83 +3.5%
1142 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 498.0 $66K -137.0 -21.6% $133.52 +15.4%
1143 BIZD VANECK ETF TRUST 5,186.0 $66K -363K -98.6% $12.80 -2.2%
1144 HDSN HUDSON TECHNOLOGIES INC Basic Materials 11,249.0 $66K -831.0 -6.9% $5.88 -12.1%
1145 BLKB BLACKBAUD INC Technology 1,711.0 $66K -4K -67.5% $38.61 -23.3%
1146 BGC BGC GROUP INC Financial Services 6,711.0 $66K -171.0 -2.5% $9.78 +13.8%
1147 PBDC PUTNAM ETF TRUST 2,378.0 $66K -6K -70.6% $27.58 -1.9%
1148 RXRX RECURSION PHARMACEUTICALS IN Healthcare 21,203.0 $65K -5K -18.5% $3.07 -3.6%
1149 VEL VELOCITY FINL INC Financial Services 3,574.0 $65K -1K -27.0% $18.09 -4.2%
1150 SDIV GLOBAL X FDS 2,554.0 $65K -87.0 -3.3% $25.26 +0.8%
1151 MAZE MAZE THERAPEUTICS INC Healthcare 2,143.0 $64K -86.0 -3.9% $29.85 -13.7%
1152 ENR ENERGIZER HLDGS INC Industrials 3,874.0 $64K -3K -45.5% $16.42 +5.4%
1153 SHE SPDR SERIES TRUST 497.0 $64K -517.0 -51.0% $127.81 +18.0%
1154 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 9,643.0 $62K -6K -39.4% $6.44 +19.1%
1155 IMAX IMAX CORP Communication Services 1,630.0 $62K -38.0 -2.3% $38.01 -10.9%
1156 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 21,003.0 $62K -4K -15.6% $2.94 -5.8%
1157 ALG ALAMO GROUP INC Industrials 371.0 $61K -144.0 -28.0% $164.97 -9.2%
1158 PENG PENGUIN SOLUTIONS INC Technology 3,453.0 $61K -212.0 -5.8% $17.60 +177.3%
1159 BCH BANCO DE CHILE Financial Services 1,637.0 $61K -109.0 -6.2% $37.05 +1.8%
1160 MCS MARCUS CORP DEL Communication Services 3,500.0 $60K -441.0 -11.2% $17.17 +6.7%
Page 58 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%