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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 62 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 EOS EATON VANCE ENHANCED EQUITY Financial Services 2,063.0 $42K -17K -89.3% $20.46 +11.2%
1222 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 125.0 $42K -7.0 -5.3% $334.86 -7.8%
1223 OI O-I GLASS INC Consumer Cyclical 3,980.0 $42K -6K -60.5% $10.51 -14.3%
1224 XPEV XPENG INC Consumer Cyclical 2,441.0 $42K -877.0 -26.4% $17.11 -11.5%
1225 PSO PEARSON PLC Communication Services 3,106.0 $41K -626.0 -16.8% $13.13 +15.4%
1226 MLR MILLER INDS INC TENN Consumer Cyclical 887.0 $40K -180.0 -16.9% $45.55 +1.8%
1227 MASS 908 DEVICES INC Healthcare 6,594.0 $40K -200.0 -2.9% $6.12 +16.3%
1228 APPF APPFOLIO INC Technology 255.0 $40K -2K -89.2% $157.82 +2.9%
1229 TBCH TURTLE BEACH CORP Technology 3,960.0 $40K -836.0 -17.4% $10.14 +5.6%
1230 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 2,579.0 $40K -179.0 -6.5% $15.47 +17.6%
1231 PBFS PIONEER BANCORP INC MD Financial Services 2,847.0 $40K -33.0 -1.1% $13.92 +7.5%
1232 WTBA WEST BANCORPORATION INC Financial Services 1,665.0 $40K -194.0 -10.4% $23.79 -0.6%
1233 CHCO CITY HLDG CO Financial Services 326.0 $39K -152.0 -31.8% $119.52 +4.1%
1234 CWST CASELLA WASTE SYS INC Industrials 490.0 $39K -295.0 -37.6% $79.34 +9.9%
1235 VGLT VANGUARD SCOTTSDALE FDS 701.0 $39K -343.0 -32.9% $55.37 -2.6%
1236 MCBS METROCITY BANKSHARES INC Financial Services 1,350.0 $39K -78.0 -5.5% $28.67 +14.3%
1237 FRTY THE ALGER ETF TRUST 1,949.0 $38K -326.0 -14.3% $19.48 +12.7%
1238 MNKD MANNKIND CORP Healthcare 15,440.0 $38K -4K -21.9% $2.45 +35.1%
1239 TIPT TIPTREE INC Financial Services 2,233.0 $38K -648.0 -22.5% $16.92 -0.2%
1240 REM ISHARES TR 1,748.0 $38K -110.0 -5.9% $21.47 +1.7%
Page 62 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%