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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 228 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4541 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 694.0 $16K -204.0 -22.7% $23.39 -0.9%
4542 LXRX LEXICON PHARMACEUTICALS INC Healthcare 10,402.0 $16K -3K -21.1% $1.56 +38.5%
4543 SNDL INC 12,248.0 $16K +11K +872.1% $1.32
4544 SWAN AMPLIFY ETF TR 520.0 $16K +4.0 +0.8% $31.06 +7.7%
4545 ANGX ANGEL STUDIOS INC Communication Services 5,273.0 $16K +253.0 +5.0% $3.05 -6.9%
4546 AVES AMERICAN CENTY ETF TR 268.0 $16K $59.88 +10.7%
4547 ETHW BITWISE ETHEREUM ETF Financial Services 1,069.0 $16K -2K -61.9% $15.00 -1.6%
4548 DTCR GLOBAL X FDS 669.0 $16K NEW $23.96 +27.2%
4549 FHTX FOGHORN THERAPEUTICS INC Healthcare 3,345.0 $16K +2K +148.0% $4.78 -11.7%
4550 RAIL FREIGHTCAR AMER INC Industrials 2,000.0 $16K $7.97 -1.3%
4551 NIHI NEOS ETF TRUST 326.0 $16K NEW $48.79 +5.0%
4552 TSSI TSS INC DEL Technology 1,222.0 $16K +1K +10000.0% $13.01 -7.7%
4553 LEGH LEGACY HOUSING CORP Consumer Cyclical 776.0 $16K +246.0 +46.4% $20.43 +12.5%
4554 VEGI ISHARES INC 350.0 $16K +100.0 +40.0% $45.24 -3.1%
4555 BARK INC 31,240.0 $16K +22K +240.1% $0.51
4556 DMRC DIGIMARC CORP NEW Technology 3,219.0 $16K +3K +576.3% $4.91 +178.6%
4557 QALT SEI EXCHANGE TRADED FUNDS 623.0 $16K +129.0 +26.1% $25.30 +3.2%
4558 IBHH ISHARES TR 670.0 $16K $23.47 +0.2%
4559 HCAT HEALTH CATALYST INC Healthcare 12,381.0 $16K +11K +953.7% $1.27 +1.6%
4560 OZEM ROUNDHILL ETF TRUST 500.0 $16K +197.0 +65.0% $31.20 +0.1%
Page 228 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%