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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 64 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 129.0 $32K -940.0 -87.9% $246.87 -1.1%
1262 CGGE CAPITAL GROUP GLOBAL EQUITY 1,038.0 $32K -64.0 -5.8% $30.50 +11.1%
1263 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 161.0 $31K -872.0 -84.4% $195.41 -5.1%
1264 NIQ GLOBAL INTELLIGENCE PLC 2,755.0 $31K -12K -80.8% $11.37
1265 RM REGIONAL MGMT CORP Financial Services 970.0 $31K -52.0 -5.1% $32.25 +8.4%
1266 SKYWARD SPECIALTY INS GROUP 714.0 $31K -1K -64.5% $43.68
1267 CBFV CB FINL SVCS INC Financial Services 896.0 $31K -20.0 -2.2% $34.18 +0.9%
1268 FSCS FIRST TR EXCHANGE TRADED FD 869.0 $31K -344.0 -28.4% $35.20 +0.7%
1269 SHYD VANECK ETF TRUST 1,346.0 $30K -3K -66.7% $22.66 -0.4%
1270 BTCW WISDOMTREE BITCOIN FD Financial Services 425.0 $30K -106.0 -20.0% $71.71 +14.6%
1271 SYBT STOCK YDS BANCORP INC Financial Services 459.0 $30K -60.0 -11.6% $66.29 +7.1%
1272 QS QUANTUMSCAPE CORP Consumer Cyclical 4,762.0 $30K -1K -20.0% $6.38 +20.2%
1273 ERTH INVESCO EXCHANGE TRADED FD T 640.0 $30K -94.0 -12.8% $47.44 +4.9%
1274 TFII TRANSFORCE INC Industrials 275.0 $30K -7.0 -2.5% $108.63 +35.2%
1275 RVSB RIVERVIEW BANCORP INC Financial Services 5,426.0 $30K -556.0 -9.3% $5.50 -0.2%
1276 IHE ISHARES TR 340.0 $29K -436.0 -56.2% $86.57 +4.5%
1277 BRIGHTSTAR LOTTERY PLC 2,276.0 $29K -3K -54.0% $12.74
1278 ZBIO ZENAS BIOPHARMA INC Healthcare 1,472.0 $29K -706.0 -32.4% $19.55 +0.0%
1279 TAYD TAYLOR DEVICES INC Industrials 504.0 $29K -7.0 -1.4% $57.00 -10.3%
1280 RWR SPDR SERIES TRUST 284.0 $29K -39.0 -12.1% $100.97 +9.9%
Page 64 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%