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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 198 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 EYLD CAMBRIA ETF TR 813.0 $31K NEW $38.13 +25.7%
3942 CARS CARS COM INC Consumer Cyclical 2,522.0 $31K NEW $12.29 -18.2%
3943 LOUP INNOVATOR ETFS TRUST 410.0 $31K NEW $75.61 +26.1%
3944 ENOV ENOVIS CORPORATION Industrials 1,111.0 $30K NEW $27.00 -20.7%
3945 CQQQ INVESCO EXCH TRADED FD TR II 581.0 $30K NEW $51.64 +6.7%
3946 GSUS GOLDMAN SACHS ETF TR 318.0 $30K NEW $94.34 +9.6%
3947 FVCB FVCBANKCORP INC Financial Services 2,140.0 $30K NEW $14.02 +18.2%
3948 BOX BOX INC Technology 1,006.0 $30K NEW $29.82 -15.9%
3949 ATKR ATKORE INC Industrials 471.0 $30K NEW $63.69 +26.8%
3950 CNR CORE NATURAL RESOURCES INC Energy 338.0 $30K NEW $88.76 -5.4%
3951 HTZ HERTZ GLOBAL HLDGS INC Industrials 5,847.0 $30K NEW $5.13 -2.9%
3952 MQ MARQETA INC Technology 6,254.0 $30K NEW $4.80 -18.6%
3953 IBOTTA INC 1,328.0 $30K NEW $22.59
3954 BLACKROCK MUNIVEST FD INC 4,261.0 $30K NEW $7.04
3955 WISDOMTREE TR 1,152.0 $30K NEW $26.04
3956 SHOC EA SERIES TRUST 435.0 $30K NEW $68.97 +77.4%
3957 TRFK PACER FDS TR 475.0 $30K NEW $63.16 +73.0%
3958 EZU ISHARES INC 465.0 $30K NEW $64.52 +7.8%
3959 CYTK CYTOKINETICS INC Healthcare 480.0 $30K NEW $62.50 +24.7%
3960 MOO VANECK ETF TRUST 412.0 $30K NEW $72.82 +5.5%
Page 198 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%