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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 193 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 LTBR LIGHTBRIDGE CORP Industrials 4,525.0 $48K +4K +1039.8% $10.66 -18.8%
3842 NIOCORP DEVS LTD 10,803.0 $48K -324.0 -2.9% $4.46
3843 DFSE DIMENSIONAL ETF TRUST 1,137.0 $48K $42.37 +13.2%
3844 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 3,354.0 $48K +18.0 +0.5% $14.36 +5.4%
3845 USRT ISHARES TR 814.0 $48K +160.0 +24.5% $59.16 +14.3%
3846 CAE CAE INC Industrials 1,848.0 $48K -78.0 -4.0% $26.05 -2.1%
3847 SCSC SCANSOURCE INC Technology 1,326.0 $48K +303.0 +29.6% $36.30 +40.1%
3848 BJRI BJS RESTAURANTS INC Consumer Cyclical 1,367.0 $48K +668.0 +95.6% $35.10 +70.5%
3849 SNN SMITH & NEPHEW PLC Healthcare 1,509.0 $48K +20.0 +1.3% $31.79 -5.5%
3850 PAI WESTERN ASSET INVESTMENT GRA Financial Services 3,960.0 $48K $12.09 +0.1%
3851 MITT TPG MTG INVTS TR INC Real Estate 6,546.0 $48K +139.0 +2.2% $7.31 +10.7%
3852 CLBK COLUMBIA FINL INC Financial Services 2,730.0 $48K +86.0 +3.2% $17.51 +19.1%
3853 AMC ENTMT HLDGS INC 48,726.0 $48K +47K +2970.3% $0.98
3854 GNK GENCO SHIPPING & TRADING LTD Industrials 2,115.0 $48K -96.0 -4.3% $22.55 +4.5%
3855 APRH INNOVATOR ETFS TRUST 1,944.0 $48K $24.52 +3.7%
3856 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 4,084.0 $48K -153.0 -3.6% $11.65 +2.4%
3857 CENTRAIS ELET BRAS SA 4,211.0 $48K -744.0 -15.0% $11.28
3858 ARHS ARHAUS INC Consumer Cyclical 7,000.0 $47K +6K +656.8% $6.78 +24.0%
3859 FC FRANKLIN COVEY CO Industrials 3,002.0 $47K +2K +498.0% $15.79 +57.3%
3860 WLDR TWO RDS SHARED TR 1,274.0 $47K -301.0 -19.1% $37.19 +23.3%
Page 193 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%