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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 226 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4501 AMPY AMPLIFY ENERGY CORP NEW Energy 2,784.0 $17K -449.0 -13.9% $6.24 -23.9%
4502 LI LI AUTO INC Consumer Cyclical 972.0 $17K +177.0 +22.3% $17.83 -10.9%
4503 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 3,050.0 $17K +656.0 +27.4% $5.68 +53.5%
4504 IEZ ISHARES TR 598.0 $17K +130.0 +27.8% $28.95 +10.3%
4505 RNRG GLOBAL X FDS 469.0 $17K $36.91 +5.0%
4506 NBN NORTHEAST BK PORTLAND ME Financial Services 154.0 $17K +23.0 +17.6% $112.37 +12.7%
4507 ARTW ARTS WAY MFG INC Industrials 8,278.0 $17K $2.09 +26.3%
4508 GOVI INVESCO EXCH TRADED FD TR II 634.0 $17K $27.28 -1.4%
4509 CMCL CALEDONIA MNG CORP Basic Materials 765.0 $17K -15.0 -1.9% $22.59 +4.7%
4510 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 544.0 $17K +158.0 +40.9% $31.72 -2.7%
4511 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 9,042.0 $17K -4K -30.7% $1.90 +115.8%
4512 HIDV AB ACTIVE ETFS INC 221.0 $17K $77.67 +14.3%
4513 BDYN BLACKROCK ETF TRUST 704.0 $17K $24.31 +13.4%
4514 FDG AMERICAN CENTY ETF TR 150.0 $17K $114.05 +21.5%
4515 BUFF INNOVATOR ETFS TRUST 346.0 $17K $49.41 +6.0%
4516 HAUZ DBX ETF TR 756.0 $17K -244.0 -24.4% $22.60 +3.0%
4517 AMERICAN COASTAL INS CORP 1,514.0 $17K $11.25
4518 MDLN MEDLINE INC Healthcare 382.0 $17K NEW $44.50 -18.7%
4519 FPWR FIRST TR EXCHANGE-TRADED FD 455.0 $17K $37.35 +1.3%
4520 OUSA ALPS ETF TR 305.0 $17K +5.0 +1.7% $55.67 +5.8%
Page 226 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%