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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 151 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 ISCB ISHARES TR 2,157.0 $140K +480.0 +28.6% $65.09 +13.1%
3002 NZAC SPDR INDEX SHS FDS 3,445.0 $140K +599.0 +21.1% $40.65 +10.8%
3003 BNS BANK NOVA SCOTIA B C Financial Services 2,018.0 $140K +38.0 +1.9% $69.31 +22.7%
3004 CORT CORCEPT THERAPEUTICS INC Healthcare 3,467.0 $140K -14K -80.0% $40.31 +99.6%
3005 DFGX DIMENSIONAL ETF TRUST 2,662.0 $140K +137.0 +5.4% $52.44 +2.4%
3006 FBP FIRST BANCORP CORPORATION Financial Services 6,532.0 $140K +248.0 +4.0% $21.36 +23.8%
3007 ORN ORION GROUP HLDGS INC Industrials 12,762.0 $139K -104.0 -0.8% $10.90 +47.7%
3008 HIMS HIMS & HERS HEALTH INC Healthcare 6,667.0 $138K -1K -16.0% $20.76 +57.1%
3009 ORBS EIGHTCO HOLDINGS INC Technology 148,407.0 $138K NEW $0.93 -14.6%
3010 JSTC TIDAL TRUST I 7,085.0 $138K +2K +37.3% $19.49 +14.8%
3011 CPK CHESAPEAKE UTILS CORP Utilities 1,093.0 $138K +68.0 +6.6% $126.34 -2.8%
3012 STONE RIDGE TR 905.0 $138K $152.58
3013 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 8,588.0 $138K NEW $16.07 +11.5%
3014 IHRT IHEARTMEDIA INC Communication Services 47,081.0 $137K +6K +13.8% $2.92 +37.5%
3015 VTWV VANGUARD SCOTTSDALE FDS 822.0 $137K $167.22 +15.1%
3016 OLED UNIVERSAL DISPLAY CORP Technology 1,499.0 $137K -1K -43.5% $91.68 -4.7%
3017 STC STEWART INFORMATION SVCS COR Financial Services 2,228.0 $137K -34.0 -1.5% $61.57 +10.8%
3018 PERIMETER SOLUTIONS INC 5,611.0 $137K -198.0 -3.4% $24.42
3019 TGRT T ROWE PRICE ETF INC 3,466.0 $136K -3K -46.1% $39.31 +13.1%
3020 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1,485.0 $136K +185.0 +14.2% $91.64 +5.1%
Page 151 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%