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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 69 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 CHYM CHIME FINL INC Financial Services 753.0 $14K -122.0 -13.9% $18.73 -3.3%
1362 NODK NI HLDGS INC Financial Services 1,023.0 $13K -9.0 -0.9% $12.89 +8.5%
1363 BSMR INVESCO EXCH TRD SLF IDX FD 557.0 $13K -836.0 -60.0% $23.65 -0.5%
1364 BSMQ INVESCO EXCH TRD SLF IDX FD 554.0 $13K -23.0 -4.0% $23.63 -0.4%
1365 AMERICAN BITCOIN CORP. 14,121.0 $13K -3K -17.2% $0.92
1366 TRC TEJON RANCH CO Industrials 689.0 $13K -42.0 -5.8% $18.84 +3.7%
1367 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 658.0 $13K -1K -60.9% $19.59 -7.3%
1368 NKTR NEKTAR THERAPEUTICS Healthcare 176.0 $13K -29.0 -14.2% $71.95 -4.7%
1369 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 5,377.0 $13K -3K -37.2% $2.34 +58.5%
1370 ODC OIL DRI CORP AMER Basic Materials 190.0 $12K -5.0 -2.6% $65.09 +15.6%
1371 SGU STAR GROUP LP Energy 1,000.0 $12K -38.0 -3.7% $12.28 +4.5%
1372 STARZ ENTERTAINMENT CORP. 1,063.0 $12K -354.0 -25.0% $11.50
1373 XPLR INFRASTRUCTURE LP 1,143.0 $12K -654.0 -36.4% $10.62
1374 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,275.0 $12K -1K -51.8% $9.42 +60.5%
1375 APARTMENT INVT & MGMT CO 2,889.0 $12K -3K -49.6% $4.07
1376 CHAT TIDAL TRUST II 189.0 $12K -39.0 -17.1% $61.85 +43.5%
1377 KMID VIRTUS ETF TR II 487.0 $12K -208.0 -29.9% $23.84 +2.3%
1378 TH TARGET HOSPITALITY CORP Industrials 1,251.0 $12K -79.0 -5.9% $9.28 +96.8%
1379 MBUU MALIBU BOATS INC Consumer Cyclical 428.0 $11K -23.0 -5.1% $25.92 +3.6%
1380 TGLS TECNOGLASS INC Basic Materials 242.0 $11K -133.0 -35.5% $44.55 -8.2%
Page 69 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%