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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 167 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 SVC SERVICE PPTYS TR Real Estate 69,830.0 $95K +61K +676.1% $1.36 +21.8%
3322 CECO CECO ENVIRONMENTAL CORP Industrials 1,587.0 $95K +1K +689.5% $59.58 +57.0%
3323 SKT TANGER INC Real Estate 2,781.0 $94K +431.0 +18.3% $33.98 +19.8%
3324 ISTR INVESTAR HOLDING CORP Financial Services 3,464.0 $94K +22.0 +0.6% $27.27 +8.7%
3325 POST POST HLDGS INC Consumer Defensive 953.0 $94K +197.0 +26.1% $98.86 -9.9%
3326 FA FIRST ADVANTAGE CORP NEW Industrials 8,010.0 $94K +7K +1062.5% $11.76 +48.7%
3327 MSFT CALL MICROSOFT CORP Technology 3,000.0 $94K NEW $31.39 +1060.3%
3328 GRUPO CIBEST SA 1,293.0 $94K -80.0 -5.8% $72.81
3329 OLMA OLEMA PHARMACEUTICALS INC Healthcare 6,314.0 $94K $14.91 -22.4%
3330 OMAH TIDAL TRUST III 5,222.0 $94K $18.02 +3.1%
3331 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 4,218.0 $94K +251.0 +6.3% $22.26 -0.6%
3332 IDLV INVESCO EXCH TRADED FD TR II 2,717.0 $94K -630.0 -18.8% $34.45 +0.3%
3333 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 2,252.0 $94K -467.0 -17.2% $41.52 +8.0%
3334 CGCB CAPITAL GRP FIXED INCM ETF T 3,560.0 $93K +920.0 +34.9% $26.26 +0.3%
3335 SIX FLAGS ENTERTAINMENT CORP 5,251.0 $93K +78.0 +1.5% $17.75
3336 GDOT GREEN DOT CORP Financial Services 8,304.0 $93K -209.0 -2.5% $11.22 +18.5%
3337 DCO DUCOMMUN INC DEL Industrials 763.0 $93K +88.0 +13.0% $122.00 +40.7%
3338 CUZ COUSINS PPTYS INC Real Estate 4,123.0 $93K +1K +47.9% $22.57 +31.2%
3339 GSAT GLOBALSTAR INC Communication Services 1,399.0 $93K +139.0 +11.0% $66.42 +20.6%
3340 NEXXEN INTL LTD 14,250.0 $93K +14K +3160.9% $6.52
Page 167 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%