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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 159 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 YJUN FIRST TR EXCHNG TRADED FD VI 4,354.0 $112K +1K +41.9% $25.75 +3.4%
3162 INDA ISHARES TR 2,392.0 $112K -991.0 -29.3% $46.83 +5.9%
3163 LENZ LENZ THERAPEUTICS INC Healthcare 12,240.0 $112K +12K +10000.0% $9.15 -39.0%
3164 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 2,496.0 $112K -173.0 -6.5% $44.84 +7.6%
3165 CAVA CAVA GROUP INC Consumer Cyclical 1,380.0 $112K +104.0 +8.2% $80.91 +1.6%
3166 BUCK SIMPLIFY EXCHANGE TRADED FUN 4,748.0 $112K +3K +146.5% $23.50 +0.2%
3167 IDGT ISHARES TR 1,139.0 $111K +126.0 +12.4% $97.79 +24.5%
3168 DBC INVESCO DB COMMDY INDX TRCK Financial Services 3,844.0 $111K +982.0 +34.3% $28.95 -8.6%
3169 INVX INNOVEX INTERNATIONAL INC Energy 4,562.0 $111K +76.0 +1.7% $24.39 +5.0%
3170 UYG PROSHARES TR 1,515.0 $111K +135.0 +9.8% $73.39 +16.8%
3171 PSC PRINCIPAL EXCHANGE TRADED FD 1,939.0 $111K +64.0 +3.4% $57.32 +19.0%
3172 NG NOVAGOLD RESOURCES INC Basic Materials 12,373.0 $111K $8.98 -31.0%
3173 BIDU BAIDU INC Communication Services 995.0 $111K -84.0 -7.8% $111.42 -3.2%
3174 GAMESTOP CORP 4,805.0 $111K +3K +127.0% $23.04
3175 KRG KITE REALTY GROUP TRUST Real Estate 4,507.0 $111K +374.0 +9.1% $24.55 +17.5%
3176 KRRO KORRO BIO INC Healthcare 9,772.0 $111K +9K +3293.1% $11.32 +21.6%
3177 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 1,947.0 $111K -67.0 -3.3% $56.78 +53.6%
3178 EZPW EZCORP INC Financial Services 4,354.0 $111K +208.0 +5.0% $25.38 +27.8%
3179 TCOM TRIP COM GROUP LTD Consumer Cyclical 2,215.0 $110K -228.0 -9.3% $49.79 -7.0%
3180 PKBK PARKE BANCORP INC Financial Services 3,872.0 $110K +405.0 +11.7% $28.40 +15.3%
Page 159 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%