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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 124 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 EGBN EAGLE BANCORPORATION INC Financial Services 10,888.0 $271K 0.00% -73.0 -0.7% $24.87 +11.9%
2462 TRN TRINITY INDS INC Industrials 8,414.0 $271K 0.00% -237.0 -2.7% $32.18 +9.2%
2463 NSP INSPERITY INC Industrials 10,003.0 $270K 0.00% -3K -25.1% $27.04 +26.1%
2464 TWST TWIST BIOSCIENCE CORP Healthcare 5,688.0 $270K 0.00% +950.0 +20.1% $47.52 +79.2%
2465 DRIV GLOBAL X FDS 8,856.0 $270K 0.00% +404.0 +4.8% $30.52 +31.9%
2466 CSR CENTERSPACE Real Estate 4,704.0 $270K 0.00% -638.0 -11.9% $57.45 -3.7%
2467 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,653.0 $270K 0.00% -3K -46.9% $73.90 -2.8%
2468 CVBF CVB FINL CORP Financial Services 13,921.0 $270K 0.00% +3K +33.3% $19.39 +8.6%
2469 CABO CABLE ONE INC Communication Services 2,956.0 $270K 0.00% -2K -37.3% $91.21 -55.1%
2470 VMO INVESCO MUN OPPORTUNIT TR Financial Services 28,329.0 $269K 0.00% +26K +1427.2% $9.51 +3.0%
2471 COGT COGENT BIOSCIENCES INC Healthcare 6,990.0 $269K 0.00% +1K +19.3% $38.49 -6.9%
2472 WWJD NORTHERN LTS FD TR IV 7,194.0 $269K 0.00% -4K -37.8% $37.39 +4.1%
2473 BBSI BARRETT BUSINESS SVCS INC Industrials 9,191.0 $268K 0.00% +2K +33.0% $29.18 +10.8%
2474 FTAI AVIATION LTD 1,094.0 $268K 0.00% -55.0 -4.8% $244.91
2475 WTFC WINTRUST FINL CORP Financial Services 1,928.0 $268K 0.00% +224.0 +13.2% $138.96 +10.9%
2476 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 5,744.0 $267K 0.00% +1K +21.1% $46.51 -2.2%
2477 SCHH SCHWAB STRATEGIC TR 12,431.0 $267K 0.00% -663.0 -5.1% $21.49 +10.1%
2478 HUDSON PACIFIC PROPERTIES IN 45,197.0 $267K 0.00% +43K +2499.0% $5.91
2479 DLS WISDOMTREE TR 3,276.0 $267K 0.00% $81.50 +5.8%
2480 ACADIAN ASSET MANAGEMENT INC 4,899.0 $267K 0.00% +820.0 +20.1% $54.42
Page 124 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%