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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 190 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 MBX MBX BIOSCIENCES INC Healthcare 1,772.0 $53K -12.0 -0.7% $29.85 +75.2%
3782 FORR FORRESTER RESH INC Industrials 9,329.0 $53K +4K +71.1% $5.66 +38.0%
3783 GIB CGI INC Technology 722.0 $53K -450.0 -38.4% $73.10 -11.8%
3784 EATON VANCE TAX-MANAGED BUY- 3,858.0 $53K +3K +349.6% $13.67
3785 QPX ADVISORSHARES TR 1,242.0 $53K $42.34 +12.8%
3786 LQDT LIQUIDITY SVCS INC Consumer Cyclical 1,716.0 $52K +1K +437.9% $30.57 +27.9%
3787 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 3,986.0 $52K -55.0 -1.4% $13.16 +58.7%
3788 BLDX IMPAX FUNDS SERIES TRUST I 2,044.0 $52K NEW $25.65 +1.5%
3789 AAPL PUT APPLE INC Technology 9,700.0 $52K +5K +106.4% $5.40 +5157.0%
3790 PLBC PLUMAS BANCORP Financial Services 1,069.0 $52K -8.0 -0.7% $48.82 +20.5%
3791 ACVF ETF OPPORTUNITIES TRUST 1,095.0 $52K $47.61 +12.4%
3792 RALLIANT CORP 1,250.0 $52K -3K -73.0% $41.59
3793 III INFORMATION SVCS GROUP INC Technology 13,467.0 $52K +4K +35.7% $3.84 +9.4%
3794 EHTH EHEALTH INC Financial Services 40,074.0 $52K +34K +565.6% $1.29 +17.8%
3795 SEMR SEMRUSH HLDGS INC Technology 4,324.0 $52K +62.0 +1.4% $11.94 +0.5%
3796 SLVM SYLVAMO CORP Basic Materials 1,221.0 $52K -678.0 -35.7% $42.26 -6.9%
3797 ORC ORCHID IS CAP INC Real Estate 7,333.0 $52K -464.0 -6.0% $7.03 -1.1%
3798 MVBF MVB FINL CORP Financial Services 2,076.0 $52K $24.83 +16.8%
3799 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 2,397.0 $51K +401.0 +20.1% $21.45 +40.7%
3800 BILI BILIBILI INC Technology 2,274.0 $51K +95.0 +4.4% $22.56 -27.0%
Page 190 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%