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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 209 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4161 WEYS WEYCO GROUP INC Consumer Cyclical 945.0 $30K +434.0 +84.9% $32.05 +12.5%
4162 NWFL NORWOOD FINANCIAL CORP Financial Services 1,028.0 $30K +230.0 +28.8% $29.42 +4.3%
4163 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 6,469.0 $30K +4K +204.7% $4.67 +12.2%
4164 ACH ACCENDRA HEALTH INC Healthcare 13,248.0 $30K +3K +27.6% $2.28 +26.8%
4165 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 462.0 $30K NEW $65.05 +21.9%
4166 PCQ PIMCO CALIF MUN INCOME FD Financial Services 3,500.0 $30K +2K +75.0% $8.58 +1.9%
4167 NUVEEN CR STRATEGIES INCOME 6,139.0 $30K +1K +29.1% $4.87
4168 TFII TRANSFORCE INC Industrials 275.0 $30K -7.0 -2.5% $108.63 +41.4%
4169 RVSB RIVERVIEW BANCORP INC Financial Services 5,426.0 $30K -556.0 -9.3% $5.50 +2.9%
4170 AVD AMERICAN VANGUARD CORP Basic Materials 11,916.0 $30K +4K +47.6% $2.49 +3.6%
4171 XENE XENON PHARMACEUTICALS INC Healthcare 510.0 $30K +144.0 +39.3% $58.15 -6.6%
4172 MBC MASTERBRAND INC Consumer Cyclical 3,567.0 $30K $8.31 +9.3%
4173 DC DAKOTA GOLD CORP Basic Materials 5,859.0 $30K +747.0 +14.6% $5.05 +10.2%
4174 RYLD GLOBAL X FDS 1,976.0 $30K +58.0 +3.0% $14.95 +5.3%
4175 EMKT LAZARD ACTIVE ETF TR 1,144.0 $30K $25.81 +22.6%
4176 HTGC HERCULES CAPITAL INC Financial Services 1,998.0 $30K +1K +159.1% $14.77 +5.9%
4177 IHE ISHARES TR 340.0 $29K -436.0 -56.2% $86.57 +6.5%
4178 CXW CORECIVIC INC Real Estate 1,556.0 $29K +265.0 +20.5% $18.91 +12.0%
4179 KWEB KRANESHARES TRUST 1,034.0 $29K +51.0 +5.2% $28.43 -4.8%
4180 LINC LINCOLN EDL SVCS CORP Consumer Defensive 722.0 $29K +124.0 +20.7% $40.68 +17.2%
Page 209 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%