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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 149 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 MCB METROPOLITAN BK HLDG CORP Financial Services 1,785.0 $149K +284.0 +18.9% $83.29 +17.4%
2962 PSIX POWER SOLUTIONS INTL INC Industrials 2,436.0 $148K +1K +87.1% $60.88 -37.1%
2963 CENX CENTURY ALUM CO Basic Materials 2,525.0 $148K +906.0 +56.0% $58.69 -24.8%
2964 LPL LG DISPLAY CO LTD Technology 38,189.0 $148K +11K +38.3% $3.88 +2.4%
2965 BLZE BACKBLAZE INC Technology 42,946.0 $148K +39K +1055.7% $3.45 +242.3%
2966 EQNR EQUINOR ASA Energy 3,506.0 $148K +455.0 +14.9% $42.20 -25.4%
2967 SPTE SP FUNDS TRUST 4,266.0 $148K $34.67 +34.8%
2968 BTCI NEOS ETF TRUST 4,511.0 $148K $32.78 -17.2%
2969 WMG WARNER MUSIC GROUP CORP Communication Services 5,785.0 $148K +2K +66.0% $25.54 +6.2%
2970 ORA ORMAT TECHNOLOGIES INC Utilities 1,318.0 $148K +64.0 +5.1% $111.92 +11.1%
2971 IQDG WISDOMTREE TR 3,669.0 $147K -19.0 -0.5% $40.14 +7.0%
2972 XSD SPDR SERIES TRUST 451.0 $147K +45.0 +11.1% $326.12 +79.0%
2973 MRTN MARTEN TRANS LTD Industrials 11,182.0 $147K +4K +50.1% $13.13 +30.0%
2974 HYSA BONDBLOXX ETF TRUST 9,869.0 $147K +1K +17.4% $14.85 +0.7%
2975 NSA NATIONAL STORAGE AFFILIATES Real Estate 3,879.0 $146K +279.0 +7.8% $37.74 +18.3%
2976 SAFEHOLD INC 10,808.0 $146K -5K -32.8% $13.53
2977 TASK TASKUS INC Technology 21,760.0 $146K +20K +1294.0% $6.71 -27.2%
2978 LDSF FIRST TR EXCHNG TRADED FD VI 7,715.0 $146K -206.0 -2.6% $18.92 +0.3%
2979 PUMP PROPETRO HLDG CORP Energy 10,121.0 $146K +389.0 +4.0% $14.41 -3.4%
2980 SPYC SIMPLIFY EXCHANGE TRADED FUN 3,676.0 $145K -11K -75.4% $39.47 +13.4%
Page 149 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%