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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 74 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 IQ IQIYI INC Communication Services 2,890.0 $4K -400.0 -12.2% $1.35 -17.8%
1462 EML EASTERN CO Industrials 192.0 $4K -11.0 -5.4% $20.24 +2.8%
1463 GNE GENIE ENERGY LTD Utilities 274.0 $4K -152.0 -35.7% $14.14 -4.2%
1464 LINEAGE CELL THERAPEUTICS IN 2,329.0 $4K -86.0 -3.6% $1.58
1465 GRFS GRIFOLS S A Healthcare 455.0 $4K -25K -98.2% $8.02 -2.2%
1466 TCI TRANSCONTINENTAL RLTY INVS Real Estate 104.0 $4K -2.0 -1.9% $34.88 +5.3%
1467 HANOVER BANCORP INC 167.0 $4K -42.0 -20.1% $21.59
1468 XOMA XOMA ROYALTY CORPORATION Healthcare 113.0 $4K -21.0 -15.7% $31.37 +32.4%
1469 RMBI RICHMOND MUT BANCORPORATION Financial Services 256.0 $3K -114.0 -30.8% $13.57 +6.9%
1470 VALU VALUE LINE INC Financial Services 98.0 $3K -16.0 -14.0% $35.29 -6.5%
1471 OPBK OP BANCORP Financial Services 232.0 $3K -7.0 -2.9% $13.30 +4.5%
1472 LIFECORE BIOMEDICAL INC 815.0 $3K -39.0 -4.6% $3.72
1473 TIDAL TRUST II 95.0 $3K -13.0 -12.0% $30.67
1474 AGEN AGENUS INC Healthcare 820.0 $3K -1K -57.2% $3.34 -5.7%
1475 FVRR FIVERR INTL LTD Communication Services 273.0 $3K -2K -86.9% $10.02 +6.0%
1476 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 207.0 $3K -280.0 -57.5% $13.17 -1.8%
1477 SION SIONNA THERAPEUTICS INC Healthcare 67.0 $3K -13.0 -16.2% $40.09 -6.0%
1478 CAMT CAMTEK LTD Technology 16.0 $2K -195.0 -92.4% $151.62 +5.1%
1479 MPX MARINE PRODS CORP Consumer Cyclical 322.0 $2K -452.0 -58.4% $7.27 +12.5%
1480 HROW HARROW INC Healthcare 66.0 $2K -50.0 -43.1% $35.26 -13.0%
Page 74 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%