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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 205 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 MAPS WM TECHNOLOGY INC Technology 51,327.0 $34K +41K +412.0% $0.66 -39.2%
4082 ALCO ALICO INC Consumer Defensive 819.0 $34K +68.0 +9.1% $41.26 +1.5%
4083 COWG PACER FDS TR 1,001.0 $34K +991.0 +9910.0% $33.74 +13.3%
4084 HHH HOWARD HUGHES HOLDINGS INC Real Estate 533.0 $34K -3K -83.3% $63.26 +1.0%
4085 EYLD CAMBRIA ETF TR 813.0 $34K $41.41 +12.6%
4086 CREATIVE MEDIA & CMNTY TR 54,578.0 $34K NEW $0.61
4087 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 304.0 $33K $110.04 -4.3%
4088 PBQQ PGIM ROCK ETF TR 1,180.0 $33K NEW $28.32 +10.7%
4089 GLNG GOLAR LNG LTD Energy 617.0 $33K +137.0 +28.5% $54.11 -7.1%
4090 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 5,978.0 $33K -2K -22.9% $5.58 +69.2%
4091 CSW INDUSTRIALS INC 128.0 $33K +18.0 +16.4% $260.58
4092 FIRST TR EXCHNG TRADED FD VI 1,389.0 $33K $23.99
4093 QJUN FIRST TR EXCHNG TRADED FD VI 1,066.0 $33K $31.24 +7.9%
4094 PUTNAM ETF TRUST 3,362.0 $33K $9.90
4095 FBNC FIRST BANCORP N C Financial Services 585.0 $33K +27.0 +4.8% $56.36 +4.2%
4096 LEGN LEGEND BIOTECH CORP Healthcare 1,817.0 $33K +2K +6165.5% $18.09 +57.5%
4097 SELECT SECTOR SPDR TR 1,308.0 $33K NEW $25.10
4098 UAA UNDER ARMOUR INC Consumer Cyclical 5,543.0 $33K -2K -22.6% $5.91 -2.2%
4099 DSP VIANT TECHNOLOGY INC Technology 2,912.0 $33K +119.0 +4.3% $11.20 -1.1%
4100 AHRT AH RLTY TR INC Financial Services 5,926.0 $33K -4K -42.1% $5.50 +24.2%
Page 205 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%