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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 176 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 BUXX EA SERIES TRUST 3,694.0 $75K -6K -63.5% $20.24 +0.2%
3502 TUHURA BIOSCIENCES INC 41,764.0 $75K +41K +3642.3% $1.79
3503 VOYG VOYAGER TECHNOLOGIES INC Industrials 3,194.0 $75K +3K +1288.7% $23.39 +25.1%
3504 NICE NICE LTD Technology 676.0 $75K +191.0 +39.4% $110.26 -16.6%
3505 WDIV SPDR INDEX SHS FDS 965.0 $74K $77.15 +3.8%
3506 CLOA BLACKROCK ETF TRUST II 1,433.0 $74K +1K +5632.0% $51.84 +0.2%
3507 PSKY PARAMOUNT SKYDANCE CORP Communication Services 8,211.0 $74K +2K +42.6% $9.02 +6.9%
3508 FBDC FIRST TR EXCHNG TRADED FD VI 4,353.0 $74K $16.98 -2.3%
3509 CSTL CASTLE BIOSCIENCES INC Healthcare 3,010.0 $74K +708.0 +30.8% $24.55 -1.0%
3510 QDPL PACER FDS TR 1,841.0 $74K +2K +4181.4% $40.14 +11.4%
3511 PDEC INNOVATOR ETFS TRUST 1,736.0 $74K -3K -65.8% $42.50 +7.1%
3512 EFSC ENTERPRISE FINL SVCS CORP Financial Services 1,363.0 $74K -376.0 -21.6% $54.11 +23.6%
3513 DFGP DIMENSIONAL ETF TRUST 1,366.0 $74K +666.0 +95.1% $53.99 +1.1%
3514 LRGG NOMURA ETF TR 2,878.0 $74K $25.62 +5.2%
3515 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 5,317.0 $74K +502.0 +10.4% $13.86 +21.4%
3516 HMC HONDA MOTOR CO LTD Consumer Cyclical 3,021.0 $73K -279.0 -8.4% $24.31 +10.4%
3517 NOG NORTHERN OIL & GAS INC Energy 2,496.0 $73K +220.0 +9.7% $29.24 -34.4%
3518 BCAL CALIFORNIA BANCORP Financial Services 4,107.0 $73K +1K +48.1% $17.72 +17.6%
3519 EBF ENNIS INC Industrials 3,395.0 $73K +296.0 +9.6% $21.42 +2.2%
3520 PATHWARD FINANCIAL INC 808.0 $72K +110.0 +15.8% $89.23
Page 176 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%