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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 120 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 HOLOGIC INC 3,956.0 $299K 0.00% -971.0 -19.7% $75.59
2382 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 8,823.0 $299K 0.00% +1K +13.8% $33.85 +33.9%
2383 MYMG SSGA ACTIVE TR 12,068.0 $298K 0.00% $24.72 +0.1%
2384 WEAV WEAVE COMMUNICATIONS INC Technology 64,547.0 $298K 0.00% +56K +614.6% $4.62 +12.6%
2385 TJUL INNOVATOR ETFS TRUST 10,153.0 $298K 0.00% +9K +1436.0% $29.36 +2.9%
2386 SPXL DIREXION SHARES ETF TRUST 1,610.0 $298K 0.00% -351.0 -17.9% $184.87 +46.1%
2387 FISI FINANCIAL INSTITUTIONS INC Financial Services 9,379.0 $297K 0.00% +811.0 +9.5% $31.71 +19.5%
2388 SUSL ISHARES TR 2,617.0 $297K 0.00% +440.0 +20.2% $113.60 +15.4%
2389 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 15,522.0 $297K 0.00% +3K +27.0% $19.15 -6.0%
2390 NBXG NEUBERGER NEXT GENERATION Financial Services 23,088.0 $297K 0.00% +812.0 +3.6% $12.87 +32.1%
2391 FFBC 1ST FINL BANCORP Financial Services 10,658.0 $297K 0.00% +2K +22.7% $27.88 +14.6%
2392 EVT EATON VANCE TAX ADVT DIV INC Financial Services 12,102.0 $297K 0.00% +190.0 +1.6% $24.55 +8.6%
2393 XISE FIRST TR EXCHNG TRADED FD VI 9,902.0 $297K 0.00% -30K -75.2% $29.97 +1.6%
2394 CRSP CRISPR THERAPEUTICS AG Healthcare 6,238.0 $297K 0.00% +3K +72.3% $47.57 +14.3%
2395 LMND LEMONADE INC Financial Services 4,723.0 $296K 0.00% +2K +63.9% $62.68 -8.2%
2396 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,485.0 $294K 0.00% -293.0 -16.5% $198.23 +20.4%
2397 GOLY STRATEGY SHS 9,993.0 $294K 0.00% NEW $29.45 -11.6%
2398 EVER EVERQUOTE INC Communication Services 19,009.0 $293K 0.00% -10K -33.6% $15.42 +33.0%
2399 SPSC SPS COMM INC Technology 5,264.0 $293K 0.00% +3K +110.3% $55.67 -1.5%
2400 GIGB GOLDMAN SACHS ETF TR 6,391.0 $293K 0.00% $45.80 -0.1%
Page 120 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%