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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 186 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 KBE SPDR SERIES TRUST 974.0 $58K -400.0 -29.1% $59.56 +14.9%
3702 KW KENNEDY-WILSON HOLDINGS INC Real Estate 5,359.0 $58K +94.0 +1.8% $10.82 +0.9%
3703 QLD PROSHARES TR 949.0 $58K -69.0 -6.8% $61.02 +46.0%
3704 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 1,856.0 $58K +146.0 +8.5% $31.19 -14.3%
3705 ETH GRAYSCALE ETHEREUM STAKING Financial Services 2,909.0 $58K +406.0 +16.2% $19.86 -24.7%
3706 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,903.0 $58K +185.0 +10.8% $30.35 +0.9%
3707 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 5,245.0 $58K +3K +93.8% $10.98 +5.6%
3708 PZA INVESCO EXCH TRADED FD TR II 2,506.0 $58K +2K +571.9% $22.98 +2.3%
3709 PNRG PRIMEENERGY RESOURCES CORP Energy 247.0 $58K $232.85 -25.0%
3710 GETY GETTY IMAGES HOLDINGS INC Communication Services 72,438.0 $57K +61K +552.5% $0.79 +17.5%
3711 MUA BLACKROCK MUNIASSETS FD INC Financial Services 5,415.0 $57K $10.61 +2.0%
3712 RNP COHEN & STEERS REIT & PFD & Financial Services 2,907.0 $57K +689.0 +31.1% $19.76 +3.3%
3713 UTMD UTAH MED PRODS INC Healthcare 926.0 $57K -31.0 -3.2% $61.99 +19.3%
3714 GFF GRIFFON CORP Industrials 788.0 $57K -204.0 -20.6% $72.68 +32.7%
3715 USAI PACER FDS TR 1,218.0 $57K $46.99 -1.8%
3716 HFXI NEW YORK LIFE INVESTMENTS ET 1,696.0 $57K NEW $33.58 +12.1%
3717 BTBT BIT DIGITAL INC Financial Services 43,417.0 $57K +40K +1183.8% $1.31 +51.9%
3718 FXD FIRST TR EXCHANGE-TRADED FD 887.0 $57K -93.0 -9.5% $64.02 +9.7%
3719 RPAR TIDAL TRUST I 2,551.0 $57K $22.26 +1.2%
3720 ROOT INC 1,284.0 $57K +1K +502.8% $44.17
Page 186 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%