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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 194 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 JHHY JOHN HANCOCK EXCHANGE TRADED 1,867.0 $47K $25.35 +0.8%
3862 VUZI VUZIX CORP Technology 20,435.0 $47K +20K +4266.4% $2.31 +18.6%
3863 XMTR XOMETRY INC Industrials 1,155.0 $47K +129.0 +12.6% $40.84 +131.1%
3864 LIBERTY MEDIA CORP DEL 603.0 $47K +82.0 +15.7% $78.08
3865 WISDOMTREE TR 1,902.0 $47K +750.0 +65.1% $24.70
3866 JPIB J P MORGAN EXCHANGE TRADED F 980.0 $47K $47.82 +1.2%
3867 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 4,233.0 $47K -149.0 -3.4% $11.07 -27.7%
3868 CRPT FIRST TR EXCHNG TRADED FD VI 4,021.0 $47K -629.0 -13.5% $11.64 -0.8%
3869 RSPH INVESCO EXCHANGE TRADED FD T 1,550.0 $47K $30.19 +10.9%
3870 ISHARES TR 830.0 $47K $56.28
3871 BANF BANCFIRST CORP Financial Services 430.0 $47K +41.0 +10.5% $108.53 +5.6%
3872 LITHIUM AMERS CORP NEW 11,799.0 $47K +9K +341.6% $3.95
3873 RH RH Consumer Cyclical 333.0 $46K -159.0 -32.3% $139.63 +13.9%
3874 BFS SAUL CTRS INC Real Estate 1,427.0 $46K -17.0 -1.2% $32.58 +16.3%
3875 GRAB GRAB HOLDINGS LIMITED Technology 12,639.0 $46K -2K -11.3% $3.66 -3.0%
3876 FEZ SPDR INDEX SHS FDS 745.0 $46K -206.0 -21.7% $62.08 +8.1%
3877 QQMG INVESCO EXCH TRADED FD TR II 1,169.0 $46K $39.56 +24.1%
3878 NATH NATHANS FAMOUS INC Consumer Cyclical 459.0 $46K -66.0 -12.6% $100.73 +1.3%
3879 RAPP RAPPORT THERAPEUTICS INC Healthcare 1,475.0 $46K $31.29 +28.0%
3880 PINE ALPINE INCOME PPTY TR INC Real Estate 2,558.0 $46K +857.0 +50.4% $18.00 +15.5%
Page 194 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%