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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 109 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 PIZ INVESCO EXCH TRADED FD TR II 8,248.0 $408K 0.00% -258.0 -3.0% $49.52 +16.1%
2162 EEMV ISHARES INC 6,305.0 $408K 0.00% -3K -31.4% $64.73 +18.4%
2163 CYD CHINA YUCHAI INTL LTD Industrials 10,597.0 $408K 0.00% $38.50 +26.5%
2164 AGCO AGCO CORP Industrials 3,517.0 $407K 0.00% +1K +73.5% $115.86 -1.9%
2165 IBTQ ISHARES TR 16,102.0 $407K 0.00% $25.30 -1.1%
2166 DEA EASTERLY GOVT PPTYS INC Real Estate 18,994.0 $407K 0.00% -1K -5.2% $21.43 +8.1%
2167 CZA INVESCO EXCHANGE TRADED FD T 3,684.0 $406K 0.00% -576.0 -13.5% $110.14 +7.8%
2168 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 17,072.0 $405K 0.00% +632.0 +3.8% $23.74 +43.8%
2169 BYND BEYOND MEAT INC Consumer Defensive 576,797.0 $405K 0.00% +559K +3135.7% $0.70 +1.3%
2170 SEI SOLARIS ENERGY INFRAS INC Energy 7,152.0 $404K 0.00% -606.0 -7.8% $56.51 +46.7%
2171 MPB MID PENN BANCORP INC Financial Services 12,567.0 $404K 0.00% $32.16 +4.3%
2172 SNDA SONIDA SENIOR LIVING INC Healthcare 12,522.0 $404K 0.00% +12K +4753.5% $32.25 +11.5%
2173 EWJ ISHARES INC 4,781.0 $404K 0.00% +80.0 +1.7% $84.43 +14.0%
2174 FLQS FRANKLIN TEMPLETON ETF TR 9,456.0 $404K 0.00% +2K +35.8% $42.68 +10.7%
2175 VRE VERIS RESIDENTIAL INC Real Estate 21,268.0 $401K 0.00% +5K +28.1% $18.87 +0.6%
2176 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,225.0 $401K 0.00% +301.0 +5.1% $64.45 +15.8%
2177 DIOD DIODES INC Technology 5,877.0 $401K 0.00% +1K +34.2% $68.26 +75.0%
2178 SRCE 1ST SOURCE CORP Financial Services 5,771.0 $399K 0.00% -509.0 -8.1% $69.21 +11.1%
2179 FEDERATED HERMES INC 7,038.0 $399K 0.00% +500.0 +7.7% $56.71
2180 SKY CHAMPION HOMES INC Consumer Cyclical 5,366.0 $399K 0.00% +3K +105.8% $74.37 +12.1%
Page 109 of 284  ·  5,671 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%