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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 189 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3761 SIGA SIGA TECHNOLOGIES INC Healthcare 10,173.0 $54K +5K +102.4% $5.35 -26.7%
3762 ITRI ITRON INC Technology 606.0 $54K -36.0 -5.6% $89.63 -6.4%
3763 WS WORTHINGTON STL INC Basic Materials 1,789.0 $54K +54.0 +3.1% $30.35 +27.1%
3764 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 5,008.0 $54K -1K -20.3% $10.83 -0.2%
3765 CRCT CRICUT INC Technology 14,468.0 $54K -19K -57.2% $3.74 +23.8%
3766 FEGE RBB FUND TRUST 1,150.0 $54K $47.00 +4.3%
3767 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 5,157.0 $54K +4K +399.2% $10.48 +21.6%
3768 PALL ABRDN PALLADIUM ETF TRUST Financial Services 400.0 $54K NEW $134.71 -83.6%
3769 ADEA ADEIA INC Technology 2,241.0 $54K +561.0 +33.4% $24.03 +28.2%
3770 TFSL TFS FINL CORP Financial Services 3,831.0 $54K +148.0 +4.0% $14.05 +24.5%
3771 NCIQ HASHDEX NASDAQ CME CRYPTO Financial Services 3,124.0 $54K +630.0 +25.3% $17.23 -14.2%
3772 FPFD FIDELITY COVINGTON TRUST 2,495.0 $54K +1K +75.5% $21.46 -0.0%
3773 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 22,550.0 $53K +2K +10.2% $2.37 +2.5%
3774 TRUP TRUPANION INC Financial Services 2,085.0 $53K +1K +151.5% $25.61 -1.0%
3775 FLJP FRANKLIN TEMPLETON ETF TR 1,472.0 $53K -42K -96.6% $36.18 +9.5%
3776 ISHARES TR 1,217.0 $53K -20.0 -1.6% $43.70
3777 FCOM FIDELITY COVINGTON TRUST 780.0 $53K +517.0 +196.6% $68.12 +0.2%
3778 ATLANTA BRAVES HLDGS INC 1,243.0 $53K -124.0 -9.1% $42.70
3779 USPH U S PHYSICAL THERAPY Healthcare 708.0 $53K +119.0 +20.2% $74.96 -8.2%
3780 BHE BENCHMARK ELECTRS INC Technology 946.0 $53K +56.0 +6.3% $56.07 +64.2%
Page 189 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%