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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 194 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 SLDE SLIDE INS HLDGS INC Financial Services 1,821.0 $35K NEW $19.22 -13.7%
3862 BSCX INVESCO EXCH TRD SLF IDX FD 1,577.0 $34K NEW $21.56 -2.1%
3863 EMEQ NOMURA ETF TR 837.0 $34K NEW $40.62 +85.7%
3864 VCEL VERICEL CORP Healthcare 948.0 $34K NEW $35.86 +11.8%
3865 KJAN INNOVATOR ETFS TRUST 813.0 $34K NEW $41.82 +8.4%
3866 BKIE BNY MELLON ETF TRUST 368.0 $34K NEW $92.39 +9.6%
3867 CCC CCC INTELLIGENT SOLUTIONS HL Technology 4,274.0 $34K NEW $7.96 -44.6%
3868 DSP VIANT TECHNOLOGY INC Technology 2,793.0 $34K NEW $12.17 -7.7%
3869 QJUN FIRST TR EXCHNG TRADED FD VI 1,066.0 $34K NEW $31.89 +6.1%
3870 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 2,477.0 $34K NEW $13.73 -1.3%
3871 NEWAMSTERDAM PHARMA COMPANY 981.0 $34K NEW $34.66
3872 APARTMENT INVT & MGMT CO 5,730.0 $34K NEW $5.93
3873 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 1,436.0 $34K NEW $23.68 +19.4%
3874 BSAC BANCO SANTANDER CHILE NEW Financial Services 1,079.0 $34K NEW $31.51 +3.6%
3875 ICLR ICON PLC Healthcare 187.0 $34K NEW $181.82 -19.7%
3876 SYBT STOCK YDS BANCORP INC Financial Services 519.0 $34K NEW $65.51 +11.7%
3877 NVMI NOVA LTD Technology 104.0 $34K NEW $326.92 +76.0%
3878 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 13,042.0 $34K NEW $2.61 +63.4%
3879 SLRC SLR INVESTMENT CORP Financial Services 2,194.0 $34K NEW $15.50 -19.9%
3880 GNR SPDR INDEX SHS FDS 552.0 $34K NEW $61.59 +12.9%
Page 194 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%