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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 172 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 ITRN ITURAN LOCATION AND CONTROL Technology 1,700.0 $83K $49.01 +23.2%
3422 VCR VANGUARD WORLD FD 232.0 $83K -181.0 -43.8% $359.03 +7.8%
3423 SXC SUNCOKE ENERGY INC Energy 12,771.0 $83K +9K +233.9% $6.51 +27.7%
3424 PGHY INVESCO EXCH TRADED FD TR II 4,283.0 $83K -668.0 -13.5% $19.41 +1.7%
3425 LMNR LIMONEIRA CO Consumer Defensive 6,194.0 $83K +5K +500.2% $13.42 -2.1%
3426 CERIBELL INC 4,526.0 $83K +3K +145.8% $18.33
3427 AMAL AMALGAMATED FINANCIAL CORP Financial Services 2,124.0 $83K +244.0 +13.0% $38.87 +16.8%
3428 OPRT OPORTUN FINL CORP Financial Services 17,876.0 $82K +18K +10000.0% $4.61 +21.3%
3429 IVOL KRANESHARES TRUST 4,401.0 $82K +384.0 +9.6% $18.71 -6.8%
3430 INNOVATOR ETFS TRUST 3,112.0 $82K $26.46
3431 FNLC FIRST BANCORP INC ME Financial Services 2,931.0 $82K -142.0 -4.6% $28.03 +23.8%
3432 NECB NORTHEAST CMNTY BANCORP INC Financial Services 3,451.0 $82K +109.0 +3.3% $23.80 +12.5%
3433 MDV MODIV INDUSTRIAL INC Real Estate 5,734.0 $82K -56.0 -1.0% $14.32 +21.2%
3434 ENCORE ENERGY CORP 45,607.0 $82K +41K +910.4% $1.80
3435 ECVT ECOVYST INC Basic Materials 6,355.0 $82K +195.0 +3.2% $12.86 -6.8%
3436 TCBX THIRD COAST BANCSHARES INC Financial Services 2,159.0 $82K -99.0 -4.4% $37.83 +6.8%
3437 ARKB ARK 21SHARES BITCOIN ETF Financial Services 3,630.0 $82K -2K -40.5% $22.49 -11.8%
3438 PDD PDD HOLDINGS INC Consumer Cyclical 797.0 $81K -70.0 -8.1% $102.19 -25.5%
3439 CALY CALLAWAY GOLF CO Consumer Cyclical 5,852.0 $81K +90.0 +1.6% $13.88 +37.0%
3440 TILE INTERFACE INC Consumer Cyclical 3,239.0 $81K +399.0 +14.1% $24.92 +41.5%
Page 172 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%