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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 143 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 ZYMEWORKS INC 6,955.0 $174K $25.04
2842 FIXT TCW ETF TRUST 4,592.0 $174K +43.0 +0.9% $37.89 -0.6%
2843 VIRTUS ARTIFICIAL INTELLIGEN 8,099.0 $173K $21.41
2844 CGEM CULLINAN THERAPEUTICS INC Healthcare 12,196.0 $173K +8K +214.7% $14.21 +24.9%
2845 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 49,353.0 $173K +46K +1243.3% $3.51 +26.5%
2846 PEJ INVESCO EXCHANGE TRADED FD T 2,986.0 $173K $57.98 +12.2%
2847 IHDG WISDOMTREE TR 3,595.0 $173K -147.0 -3.9% $48.15 +8.7%
2848 LEU CENTRUS ENERGY CORP Energy 996.0 $173K -1K -52.6% $173.59 +2.3%
2849 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 15,635.0 $172K +14K +942.3% $11.02 -3.8%
2850 PAYSAFE LIMITED 25,222.0 $172K +12K +86.3% $6.81
2851 HPK HIGHPEAK ENERGY INC Energy 24,875.0 $172K +25K +10000.0% $6.90 +4.1%
2852 MAYT AIM ETF PRODUCTS TRUST 4,629.0 $171K -891.0 -16.1% $37.01 -0.5%
2853 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,077.0 $171K -8K -73.3% $55.65 -5.2%
2854 LTM LATAM AIRLINES GROUP SA Industrials 3,462.0 $171K -31.0 -0.9% $49.44 +12.7%
2855 VRIG INVESCO ACTIVELY MANAGED EXC 6,836.0 $171K $25.03 +0.1%
2856 VIA VIA TRANSN INC Technology 11,401.0 $171K +11K +10000.0% $15.00 -0.4%
2857 STLA STELLANTIS N.V Consumer Cyclical 24,109.0 $171K +5K +29.2% $7.09 -15.9%
2858 MLPA GLOBAL X FDS 3,170.0 $171K +3K +1764.7% $53.87 -1.2%
2859 DXPE DXP ENTERPRISES INC Industrials 1,220.0 $170K $139.73 +18.4%
2860 BMRC BANK OF MARIN BANCORP Financial Services 6,648.0 $170K +88.0 +1.3% $25.63 +3.0%
Page 143 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%