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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 132 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 3,662.0 $228K 0.00% -1K -28.6% $62.29 +7.4%
2622 PSFF PACER FDS TR 7,108.0 $228K 0.00% -553.0 -7.2% $32.04 +6.1%
2623 PAX PATRIA INVESTMENTS LIMITED Financial Services 18,072.0 $228K 0.00% +7K +57.4% $12.60 -12.5%
2624 EVTC EVERTEC INC Technology 8,066.0 $228K 0.00% +7K +435.6% $28.22 -9.7%
2625 PXH INVESCO EXCH TRADED FD TR II 8,456.0 $228K 0.00% +2K +33.1% $26.91 +4.4%
2626 GVA GRANITE CONSTR INC Industrials 1,895.0 $227K 0.00% +48.0 +2.6% $119.88 +25.2%
2627 LKFN LAKELAND FINL CORP Financial Services 3,944.0 $226K 0.00% -454.0 -10.3% $57.38 +6.8%
2628 CLSK CLEANSPARK INC Technology 26,580.0 $226K 0.00% +4K +16.9% $8.51 +102.0%
2629 BATT AMPLIFY ETF TR 15,161.0 $226K 0.00% $14.89 +6.0%
2630 WF WOORI FINL GROUP INC Financial Services 3,388.0 $226K 0.00% -86.0 -2.5% $66.61 -9.7%
2631 RB GLOBAL INC 2,354.0 $226K 0.00% +105.0 +4.7% $95.85
2632 CBZ CBIZ INC Industrials 8,388.0 $225K 0.00% +7K +432.6% $26.85 +13.2%
2633 LPX LOUISIANA PAC CORP Basic Materials 3,093.0 $225K 0.00% +657.0 +27.0% $72.75 +2.0%
2634 GNR SPDR INDEX SHS FDS 3,012.0 $225K 0.00% +2K +445.6% $74.67 -8.8%
2635 RDVT RED VIOLET INC Technology 6,495.0 $225K 0.00% +406.0 +6.7% $34.60 +61.0%
2636 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 6,111.0 $225K 0.00% +88.0 +1.5% $36.75 +6.5%
2637 TDOC TELADOC HEALTH INC Healthcare 41,207.0 $225K 0.00% +35K +600.0% $5.45 +41.1%
2638 RDY DR REDDYS LABS LTD Healthcare 16,199.0 $224K 0.00% +1K +7.5% $13.85 +3.3%
2639 TGTX TG THERAPEUTICS INC Healthcare 6,742.0 $224K 0.00% +5K +247.5% $33.22 +62.4%
2640 WU WESTERN UN CO Financial Services 25,636.0 $224K 0.00% +10K +67.7% $8.73 -18.8%
Page 132 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%