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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 178 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 PID INVESCO EXCHANGE TRADED FD T 3,165.0 $70K -221.0 -6.5% $22.24 +0.8%
3542 CAPL CROSSAMERICA PARTNERS LP Energy 3,387.0 $70K $20.78 +7.2%
3543 HCMT DIREXION SHARES ETF TRUST 2,000.0 $70K +600.0 +42.9% $35.19 +12.0%
3544 QDEC FIRST TR EXCHNG TRADED FD VI 2,235.0 $70K $31.46 +11.6%
3545 NTGR NETGEAR INC Technology 3,219.0 $70K -2K -39.3% $21.84 +4.6%
3546 TKC TURKCELL ILETISIM Communication Services 11,656.0 $70K -338.0 -2.8% $6.03 -0.2%
3547 PSEP INNOVATOR ETFS TRUST 1,629.0 $70K $43.06 +6.2%
3548 OPCH OPTION CARE HEALTH INC Healthcare 2,604.0 $70K +502.0 +23.9% $26.92 -18.9%
3549 INNOVATOR ETFS TRUST 2,540.0 $70K +2K +370.4% $27.59
3550 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 10,199.0 $70K +9K +528.0% $6.87 +13.7%
3551 URGN UROGEN PHARMA LTD Healthcare 3,894.0 $70K $17.98 +92.1%
3552 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 2,485.0 $70K +140.0 +6.0% $28.11 +88.0%
3553 VIRTUS CONVERTIBLE & INCOME 4,666.0 $69K +361.0 +8.4% $14.88
3554 SLQT SELECTQUOTE INC Financial Services 110,287.0 $69K +23K +26.5% $0.63 +30.8%
3555 UPST UPSTART HLDGS INC Financial Services 2,705.0 $69K -738.0 -21.4% $25.65 +31.2%
3556 SCYB SCHWAB STRATEGIC TR 2,664.0 $69K +777.0 +41.2% $26.00 +0.6%
3557 LNKB LINKBANCORP INC Financial Services 8,305.0 $69K +3K +46.3% $8.34 +4.2%
3558 QFLR INNOVATOR ETFS TRUST 2,076.0 $69K -3K -56.0% $33.30 +5.7%
3559 RPC RIDGEPOST CAP INC Financial Services 9,520.0 $69K +9K +933.7% $7.26 +6.7%
3560 LILA LIBERTY LATIN AMERICA LTD Communication Services 7,997.0 $69K +664.0 +9.1% $8.64 -17.5%
Page 178 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%