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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 70 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SEI EXCHANGE TRADED FUNDS 327.0 $11K -497.0 -60.3% $32.60
1382 EMHY ISHARES INC 268.0 $11K -139.0 -34.1% $39.38 +1.8%
1383 SRI STONERIDGE INC Consumer Cyclical 2,178.0 $11K -643.0 -22.8% $4.83 +42.6%
1384 ATFV THE ALGER ETF TRUST 330.0 $10K -23.0 -6.5% $31.35 +26.2%
1385 EWG ISHARES INC 259.0 $10K -262.0 -50.3% $39.67 +8.5%
1386 CAL CALERES INC Consumer Cyclical 971.0 $10K -24.0 -2.4% $10.54 +24.9%
1387 ESMV ISHARES TR 362.0 $10K -6.0 -1.6% $28.19 +5.6%
1388 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 271.0 $10K -144.0 -34.7% $37.45 -0.8%
1389 IDVO AMPLIFY ETF TR 250.0 $10K -550.0 -68.8% $40.47 +5.2%
1390 FREL FIDELITY COVINGTON TRUST 371.0 $10K -18K -98.0% $26.91 +9.1%
1391 CCB COASTAL FINL CORP WA Financial Services 131.0 $10K -26.0 -16.6% $76.10 -7.7%
1392 METALLUS INC 610.0 $10K -867.0 -58.7% $16.34
1393 BSVN BANK7 CORP Financial Services 249.0 $10K -5.0 -2.0% $39.88 +8.5%
1394 VTS VITESSE ENERGY INC Energy 529.0 $10K -680.0 -56.2% $18.16 +1.1%
1395 JBGS JBG SMITH PPTYS Real Estate 656.0 $10K -285.0 -30.3% $14.61 -1.4%
1396 SWIM LATHAM GROUP INC Industrials 1,778.0 $10K -1K -41.2% $5.37 -8.9%
1397 MATW MATTHEWS INTL CORP Industrials 366.0 $9K -87.0 -19.2% $25.82 +2.4%
1398 OMFS INVESCO EXCH TRD SLF IDX FD 208.0 $9K -309.0 -59.8% $45.26 +11.0%
1399 INMD INMODE LTD Healthcare 688.0 $9K -290.0 -29.6% $13.68 +1.1%
1400 YEXT YEXT INC Technology 2,425.0 $9K -13K -84.2% $3.84 -6.5%
Page 70 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%