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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 222 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4421 IHY VANECK ETF TRUST 930.0 $20K $21.45 +1.9%
4422 GJUN FIRST TR EXCHNG TRADED FD VI 506.0 $20K $39.42 +4.1%
4423 MVIS MICROVISION INC DEL Technology 31,094.0 $20K +29K +1117.5% $0.64 +1.8%
4424 TEADS HLDG CO 30,240.0 $20K +26K +558.1% $0.66
4425 ARRY ARRAY TECHNOLOGIES INC Energy 2,748.0 $20K +170.0 +6.6% $7.23 +16.5%
4426 BITU PROSHARES TR 1,699.0 $20K +1K +171.8% $11.64 +20.8%
4427 BRT BRT APARTMENTS CORP Real Estate 1,480.0 $20K +399.0 +36.9% $13.34 +9.5%
4428 BXC BLUELINX HLDGS INC Industrials 363.0 $20K +289.0 +390.5% $54.18 -5.9%
4429 RCEL AVITA MEDICAL INC Healthcare 5,306.0 $20K +5K +1166.3% $3.70 +14.9%
4430 CENTRAIS ELET BRAS SA 1,791.0 $20K $10.92
4431 ATEX ANTERIX INC Communication Services 512.0 $20K +190.0 +59.0% $38.19 +66.9%
4432 AVNW AVIAT NETWORKS INC Technology 863.0 $20K -12.0 -1.4% $22.61 -20.7%
4433 LUCD LUCID DIAGNOSTICS INC Healthcare 16,940.0 $19K +14K +422.8% $1.15 -3.5%
4434 VONE VANGUARD SCOTTSDALE FDS 66.0 $19K NEW $295.12 +14.8%
4435 KRUS KURA SUSHI USA INC Consumer Cyclical 279.0 $19K +144.0 +106.7% $69.79 -19.2%
4436 BBSC J P MORGAN EXCHANGE TRADED F 259.0 $19K $75.07 +15.6%
4437 UHAL U HAUL HOLDING COMPANY Industrials 405.0 $19K +122.0 +43.1% $47.78 +6.9%
4438 LRGC AB ACTIVE ETFS INC 263.0 $19K $73.50 +13.1%
4439 FRA BLACKROCK FLOATING RATE INCO Financial Services 1,754.0 $19K $11.02 +0.7%
4440 RCAT RED CAT HLDGS INC Technology 1,476.0 $19K +1K +440.7% $13.09 -25.4%
Page 222 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%