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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 192 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 SEDG SOLAREDGE TECHNOLOGIES INC Energy 965.0 $49K +24.0 +2.5% $51.05 +1.4%
3822 RDNT RADNET INC Healthcare 881.0 $49K +393.0 +80.5% $55.89 +8.7%
3823 DUSL DIREXION SHARES ETF TRUST 672.0 $49K +466.0 +226.2% $73.24 +34.1%
3824 PJT PJT PARTNERS INC Financial Services 352.0 $49K +201.0 +133.1% $139.72 +8.5%
3825 DDD 3D SYS CORP DEL Technology 26,150.0 $49K +24K +1176.2% $1.88 +61.7%
3826 GSBD GOLDMAN SACHS BDC INC Financial Services 5,536.0 $49K +58.0 +1.1% $8.88 +6.6%
3827 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 19,568.0 $49K +18K +1406.4% $2.51 +81.7%
3828 JOF JAPAN SMALLER CAPITALIZATION Financial Services 4,506.0 $49K $10.90 +5.2%
3829 PSEC PROSPECT CAP CORP Financial Services 18,759.0 $49K $2.61 -11.5%
3830 LAB STANDARD BIOTOOLS INC Healthcare 53,149.0 $49K +29K +121.8% $0.92 -20.1%
3831 CGIB CAPITAL GRP FIXED INCM ETF T 1,932.0 $49K NEW $25.23 +1.3%
3832 SPD SIMPLIFY EXCHANGE TRADED FUN 1,340.0 $49K -42K -96.9% $36.37 +12.0%
3833 EIM EATON VANCE MUN BD FD Financial Services 4,985.0 $49K +2K +91.1% $9.77 +1.0%
3834 IWC ISHARES TR 305.0 $49K +5.0 +1.7% $159.39 +22.3%
3835 CRY ARTIVION INC 1,325.0 $49K +23.0 +1.8% $36.62 -51.2%
3836 VGM INVESCO TR INVT GRADE MUNS Financial Services 4,907.0 $48K +5K +2353.5% $9.87 +6.0%
3837 ALKT ALKAMI TECHNOLOGY INC Technology 3,090.0 $48K +1K +59.1% $15.67 +4.8%
3838 FGBI FIRST GTY BANCSHARES INC Financial Services 5,963.0 $48K $8.12 +32.0%
3839 PHI PLDT INC Communication Services 2,298.0 $48K -292.0 -11.3% $21.04 -14.1%
3840 TILT FLEXSHARES TR 200.0 $48K $241.37 +12.5%
Page 192 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%