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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 183 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 ALEC ALECTOR INC Healthcare 28,985.0 $62K +17K +138.3% $2.15 -13.5%
3642 PEO ADAM NAT RES FD INC Financial Services 2,239.0 $62K $27.80 -11.3%
3643 FQAL FIDELITY COVINGTON TRUST 857.0 $62K +763.0 +811.7% $72.60 +10.0%
3644 ICOW PACER FDS TR 1,465.0 $62K +1K +217.8% $42.44 -1.7%
3645 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 9,643.0 $62K -6K -39.4% $6.44 +34.5%
3646 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 10,253.0 $62K +7K +248.4% $6.05 -10.1%
3647 IMAX IMAX CORP Communication Services 1,630.0 $62K -38.0 -2.3% $38.01 +8.1%
3648 EMBC EMBECTA CORP Healthcare 6,995.0 $62K +224.0 +3.3% $8.84 -60.5%
3649 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 21,003.0 $62K -4K -15.6% $2.94 +11.6%
3650 TNA DIREXION SHARES ETF TRUST 1,399.0 $62K +501.0 +55.8% $44.12 +66.1%
3651 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 5,710.0 $62K +2K +40.0% $10.80 +27.5%
3652 IEP ICAHN ENTERPRISES LP Industrials 8,141.0 $61K +5K +178.7% $7.55 -4.6%
3653 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 1,047.0 $61K +70.0 +7.2% $58.66 +15.0%
3654 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 1,375.0 $61K +139.0 +11.2% $44.61 -14.5%
3655 XRN CHIRON REAL ESTATE INC Financial Services 1,851.0 $61K +96.0 +5.5% $33.08 +12.7%
3656 ALG ALAMO GROUP INC Industrials 371.0 $61K -144.0 -28.0% $164.97 +2.3%
3657 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 1,849.0 $61K +138.0 +8.1% $33.07 +10.6%
3658 WSR WHITESTONE REIT Real Estate 3,783.0 $61K +45.0 +1.2% $16.15 +17.5%
3659 POWA INVESCO EXCH TRD SLF IDX FD 708.0 $61K $86.17 +2.4%
3660 GTOP GOLDMAN SACHS ETF TR 1,680.0 $61K $36.21 +30.8%
Page 183 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%