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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 218 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4341 WINN HARBOR ETF TRUST 801.0 $22K NEW $27.73 +19.0%
4342 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 1,611.0 $22K -172.0 -9.7% $13.79 +8.1%
4343 PURSUIT ATTRACTIONS AND HOSP 606.0 $22K +97.0 +19.1% $36.64
4344 WOOD ISHARES TR 312.0 $22K $70.95 -6.0%
4345 CPRJ CALAMOS ETF TR 821.0 $22K $26.95 +2.1%
4346 LADR LADDER CAP CORP Real Estate 2,262.0 $22K -2K -50.4% $9.77 +4.2%
4347 GOGO GOGO INC Communication Services 5,492.0 $22K +5K +663.8% $4.02 +10.4%
4348 XITK SPDR SERIES TRUST 150.0 $22K $146.59 +34.9%
4349 KLARNA GROUP PLC 1,678.0 $22K +180.0 +12.0% $13.09
4350 PCN PIMCO CORPORATE & INCM STRG Financial Services 1,845.0 $22K $11.90 -1.8%
4351 EMD WESTERN ASSET EMERGING MKTS Financial Services 2,235.0 $22K +386.0 +20.9% $9.82 +7.1%
4352 CPER UNITED STS COMMODITY INDEX F Financial Services 637.0 $22K +575.0 +927.4% $34.43 +13.4%
4353 HESM HESS MIDSTREAM LP Energy 564.0 $22K $38.87 +1.8%
4354 MG MISTRAS GROUP INC Industrials 1,478.0 $22K +177.0 +13.6% $14.78 +23.2%
4355 STRR STAR EQUITY HOLDINGS INC Healthcare 2,120.0 $22K NEW $10.28 +12.4%
4356 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 827.0 $22K $26.35 -4.2%
4357 TBLU TORTOISE CAPITAL SERIES TRUS 432.0 $22K -484.0 -52.8% $50.42 -0.3%
4358 ONDS ONDAS INC Technology 2,407.0 $22K +1K +142.9% $9.04 +8.1%
4359 BBB FOODS INC 613.0 $22K +163.0 +36.2% $35.37
4360 WEST WESTROCK COFFEE CO Consumer Defensive 5,096.0 $22K +3K +148.3% $4.25 +96.5%
Page 218 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%