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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 212 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4221 VPG VISHAY PRECISION GROUP INC Technology 639.0 $28K +47.0 +7.9% $43.42 +196.9%
4222 FLXS FLEXSTEEL INDS INC Consumer Cyclical 616.0 $28K +404.0 +190.6% $44.94 +29.5%
4223 CTEV CLARITEV CORPORATION Healthcare 1,694.0 $28K +2K +4740.0% $16.34 +39.6%
4224 ECNS ISHARES TR 849.0 $28K $32.51 -2.3%
4225 INHIBIKASE THERAPEUTICS INC 16,419.0 $28K +16K +10000.0% $1.68
4226 CLBT CELLEBRITE DI LTD Technology 1,999.0 $28K -450.0 -18.4% $13.78 -6.7%
4227 DPST DIREXION SHARES ETF TRUST 285.0 $28K +259.0 +996.1% $96.55 +19.8%
4228 USCB USCB FINANCIAL HOLDINGS INC Financial Services 1,483.0 $27K +129.0 +9.5% $18.54 +0.8%
4229 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 500.0 $27K NEW $54.93 +7.0%
4230 BETTER HOME & FINANCE HOLDIN 770.0 $27K +13.0 +1.7% $35.62
4231 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 716.0 $27K -123.0 -14.7% $38.20 +11.2%
4232 MLN VANECK ETF TRUST 1,567.0 $27K +10.0 +0.6% $17.44 +0.2%
4233 SLDE SLIDE INS HLDGS INC Financial Services 1,517.0 $27K -304.0 -16.7% $18.00 +4.4%
4234 JXI ISHARES TR 315.0 $27K $86.47 -1.5%
4235 SILJ AMPLIFY ETF TR 914.0 $27K -2K -72.3% $29.72 -0.9%
4236 FLCG FEDERATED HERMES ETF TRUST 907.0 $27K NEW $29.90 +14.9%
4237 SOXL DIREXION SHARES ETF TRUST 566.0 $27K NEW $47.91 +348.1%
4238 NOA NORTH AMERN CONSTR GROUP LTD Energy 2,008.0 $27K $13.48 +7.3%
4239 MXCT MAXCYTE INC Healthcare 38,500.0 $27K +32K +463.8% $0.70 +45.9%
4240 FLGB FRANKLIN TEMPLETON ETF TR 778.0 $27K +736.0 +1752.4% $34.76 +3.9%
Page 212 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%