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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 131 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 PRGS PROGRESS SOFTWARE CORP Technology 9,083.0 $233K 0.00% -2K -19.4% $25.65 +7.8%
2602 GMAB GENMAB A/S Healthcare 8,668.0 $233K 0.00% +6K +216.5% $26.83 -4.5%
2603 ACHR ARCHER AVIATION INC Industrials 44,865.0 $232K 0.00% +15K +47.9% $5.17 +5.0%
2604 OSPN ONESPAN INC Technology 22,020.0 $232K 0.00% +15K +203.1% $10.53 +26.5%
2605 SEB SEABOARD CORP DEL Industrials 41.0 $232K 0.00% +5.0 +13.9% $5654.02 -14.2%
2606 NEWT NEWTEKONE INC Financial Services 21,148.0 $232K 0.00% -645.0 -3.0% $10.95 +25.5%
2607 MART AIM ETF PRODUCTS TRUST 6,024.0 $231K 0.00% $38.36 +9.0%
2608 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,764.0 $231K 0.00% +155.0 +4.3% $61.31 +7.9%
2609 FIRST TR EXCHNG TRADED FD VI 9,851.0 $231K 0.00% $23.40
2610 ACLS AXCELIS TECHNOLOGIES INC Technology 2,473.0 $230K 0.00% -150.0 -5.7% $93.08 +97.6%
2611 PWP PERELLA WEINBERG PARTNERS Financial Services 12,642.0 $230K 0.00% +8K +177.6% $18.16 -11.8%
2612 HTRB HARTFORD FDS EXCHANGE TRADED 6,797.0 $229K 0.00% -974.0 -12.5% $33.74 -0.1%
2613 CATY CATHAY GEN BANCORP Financial Services 4,591.0 $229K 0.00% +881.0 +23.8% $49.86 +20.2%
2614 ALMS ALUMIS INC Healthcare 10,389.0 $229K 0.00% $22.03 +11.7%
2615 STXD EA SERIES TRUST 6,443.0 $229K 0.00% $35.50 +11.3%
2616 PPTA PERPETUA RESOURCES CORP Basic Materials 8,131.0 $229K 0.00% +8K +1326.5% $28.12 -15.4%
2617 SMTC SEMTECH CORP Technology 2,973.0 $229K 0.00% +94.0 +3.3% $76.89 +127.2%
2618 PHEQ MORGAN STANLEY ETF TRUST 7,146.0 $228K 0.00% NEW $31.96 +7.4%
2619 CAC CAMDEN NATL CORP Financial Services 4,812.0 $228K 0.00% +289.0 +6.4% $47.45 +9.3%
2620 GDOC GOLDMAN SACHS ETF TR 6,998.0 $228K 0.00% -1K -14.0% $32.61 +3.0%
Page 131 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%