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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 227 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4521 MFDX PIMCO EQUITY SER 424.0 $17K -207.0 -32.8% $39.84 +5.2%
4522 RAMACO RES INC 1,088.0 $17K +750.0 +221.9% $15.46
4523 VFMO VANGUARD WELLINGTON FD 85.0 $17K $197.11 +16.5%
4524 CTGO CONTANGO SILVER & GOLD INC Basic Materials 893.0 $17K +8.0 +0.9% $18.75 +9.9%
4525 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 2,654.0 $17K $6.29 -0.0%
4526 JFLX J P MORGAN EXCHANGE TRADED F 335.0 $17K $49.67 +0.6%
4527 AEBI SCHMIDT HLDG AG 1,705.0 $17K +17.0 +1.0% $9.71
4528 MEC MAYVILLE ENGR CO INC Industrials 922.0 $17K +21.0 +2.3% $17.95 +41.8%
4529 IETC ISHARES U S ETF TR 187.0 $17K $88.41 +22.7%
4530 LIFEZONE METALS LIMITED 4,920.0 $17K +3K +173.9% $3.36
4531 DFTX CALL DEFINIUM THERAPEUTICS INC Healthcare 1,000.0 $17K NEW $16.51 +36.3%
4532 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 828.0 $17K +81.0 +10.8% $19.93 +8.6%
4533 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 6,974.0 $16K +5K +240.9% $2.36 +5.5%
4534 USGO US GOLDMINING INC Basic Materials 1,413.0 $16K +1K +1452.8% $11.63 -10.7%
4535 AMID EA SERIES TRUST 509.0 $16K NEW $32.14 +7.8%
4536 PFE CALL PFIZER INC Healthcare 2,000.0 $16K NEW $8.18 +216.8%
4537 CPLS AB ACTIVE ETFS INC 463.0 $16K $35.27 -0.8%
4538 BDVL BLACKROCK ETF TRUST 659.0 $16K $24.65 +6.2%
4539 CARS CARS COM INC Consumer Cyclical 2,000.0 $16K -522.0 -20.7% $8.12 +18.8%
4540 DRD DRDGOLD LIMITED Basic Materials 553.0 $16K +504.0 +1028.6% $29.36 -11.6%
Page 227 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%