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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 164 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 DJP BARCLAYS BANK PLC Financial Services 2,090.0 $101K $48.14 -8.6%
3262 BLV VANGUARD BD INDEX FDS 1,461.0 $100K +612.0 +72.1% $68.78 +1.0%
3263 PHG KONINKLIJKE PHILIPS N V Healthcare 3,667.0 $100K +150.0 +4.3% $27.40 -0.4%
3264 IGPT INVESCO EXCHANGE TRADED FD T 1,728.0 $100K $58.07 +77.3%
3265 ERIE ERIE INDTY CO Financial Services 399.0 $100K +190.0 +90.9% $251.31 -8.5%
3266 LEMB ISHARES INC 2,457.0 $100K +2K +3360.6% $40.80 +3.6%
3267 ATLANTA BRAVES HLDGS INC 2,125.0 $100K +668.0 +45.9% $47.15
3268 NBBK NB BANCORP INC Financial Services 4,743.0 $100K +1K +30.2% $21.07 +0.3%
3269 PRTA PROTHENA CORP PLC Healthcare 10,276.0 $100K +181.0 +1.8% $9.72 -4.6%
3270 BROWN FORMAN CORP 3,723.0 $100K -4K -49.6% $26.79
3271 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 2,000.0 $100K $49.85 -13.5%
3272 BLND BLEND LABS INC Technology 58,563.0 $100K +55K +1641.4% $1.70 -4.7%
3273 PTLC PACER FDS TR 1,897.0 $100K +40.0 +2.1% $52.47 +9.0%
3274 VANGUARD MALVERN FDS 1,951.0 $100K $51.00
3275 ROMO STRATEGY SHS 3,153.0 $99K $31.49 +6.0%
3276 IBOTTA INC 3,311.0 $99K +2K +149.3% $29.97
3277 MARM FIRST TR EXCHNG TRADED FD VI 2,960.0 $99K $33.48 +1.7%
3278 QBTS D-WAVE QUANTUM INC Technology 6,867.0 $99K -4K -38.0% $14.43 +51.8%
3279 SPT SPROUT SOCIAL INC Technology 17,372.0 $99K +8K +89.2% $5.70 +15.1%
3280 FCEF FIRST TR EXCHNG TRADED FD VI 4,395.0 $99K NEW $22.50 +5.4%
Page 164 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%