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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 198 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 TRIPLE FLAG PRECIOUS METAL 1,204.0 $42K +701.0 +139.4% $34.71
3942 XPEV XPENG INC Consumer Cyclical 2,441.0 $42K -877.0 -26.4% $17.11 -4.2%
3943 GOCT FIRST TR EXCHNG TRADED FD VI 1,079.0 $42K $38.63 +7.2%
3944 CELC CELCUITY INC Healthcare 362.0 $41K +15.0 +4.3% $114.14 +12.6%
3945 OPRX OPTIMIZERX CORP Healthcare 6,562.0 $41K +6K +860.8% $6.28 -18.9%
3946 SURE ADVISORSHARES TR 324.0 $41K $127.16 +11.0%
3947 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 18,382.0 $41K $2.24 -16.1%
3948 ARQ INC 16,034.0 $41K +13K +441.9% $2.56
3949 CEVA CEVA INC Technology 2,194.0 $41K +1K +97.3% $18.68 +118.5%
3950 FISR SSGA ACTIVE TR 1,590.0 $41K NEW $25.72 -0.3%
3951 CENT CENTRAL GARDEN & PET CO Consumer Defensive 1,112.0 $41K +116.0 +11.7% $36.77 +6.2%
3952 PSO PEARSON PLC Communication Services 3,106.0 $41K -626.0 -16.8% $13.13 +13.2%
3953 IBHG ISHARES TR 1,840.0 $41K $22.13 +0.0%
3954 QUAD QUAD / GRAPHICS INC Industrials 6,160.0 $41K $6.61 +12.4%
3955 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 7,970.0 $41K +203.0 +2.6% $5.10 +5.6%
3956 ONITY GROUP INC 1,035.0 $41K +277.0 +36.5% $39.27
3957 UMAC UNUSUAL MACHS INC Financial Services 3,262.0 $40K +3K +501.9% $12.40 +104.6%
3958 MLR MILLER INDS INC TENN Consumer Cyclical 887.0 $40K -180.0 -16.9% $45.55 +7.5%
3959 MASS 908 DEVICES INC Healthcare 6,594.0 $40K -200.0 -2.9% $6.12 +39.4%
3960 VIRTUS DIVIDEND INTEREST & P 3,197.0 $40K $12.61
Page 198 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%