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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 60 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ATLANTA BRAVES HLDGS INC 1,243.0 $53K -124.0 -9.1% $42.70
1182 MBX MBX BIOSCIENCES INC Healthcare 1,772.0 $53K -12.0 -0.7% $29.85 +6.5%
1183 GIB CGI INC Technology 722.0 $53K -450.0 -38.4% $73.10 -9.7%
1184 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 3,986.0 $52K -55.0 -1.4% $13.16 +63.3%
1185 PLBC PLUMAS BANCORP Financial Services 1,069.0 $52K -8.0 -0.7% $48.82 +8.5%
1186 RALLIANT CORP 1,250.0 $52K -3K -73.0% $41.59
1187 SLVM SYLVAMO CORP Basic Materials 1,221.0 $52K -678.0 -35.7% $42.26 -11.6%
1188 ORC ORCHID IS CAP INC Real Estate 7,333.0 $52K -464.0 -6.0% $7.03 -2.8%
1189 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 10,851.0 $51K -4K -28.3% $4.72 +23.1%
1190 SSP SCRIPPS E W CO OHIO Communication Services 13,733.0 $51K -436.0 -3.1% $3.72 -10.8%
1191 BIRKENSTOCK HOLDING PLC 1,398.0 $50K -2K -56.4% $35.83
1192 PPH VANECK ETF TRUST 476.0 $49K -35.0 -6.8% $103.94 -0.1%
1193 SPD SIMPLIFY EXCHANGE TRADED FUN 1,340.0 $49K -42K -96.9% $36.37 +13.0%
1194 PHI PLDT INC Communication Services 2,298.0 $48K -292.0 -11.3% $21.04 -10.5%
1195 NIOCORP DEVS LTD 10,803.0 $48K -324.0 -2.9% $4.46
1196 CAE CAE INC Industrials 1,848.0 $48K -78.0 -4.0% $26.05 +3.4%
1197 GNK GENCO SHIPPING & TRADING LTD Industrials 2,115.0 $48K -96.0 -4.3% $22.55 +7.0%
1198 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 4,084.0 $48K -153.0 -3.6% $11.65 +1.9%
1199 CENTRAIS ELET BRAS SA 4,211.0 $48K -744.0 -15.0% $11.28
1200 WLDR TWO RDS SHARED TR 1,274.0 $47K -301.0 -19.1% $37.19 +15.4%
Page 60 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%