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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 234 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4661 BZ KANZHUN LIMITED Industrials 992.0 $13K +343.0 +52.9% $13.39 +2.7%
4662 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 1,117.0 $13K $11.88 +1.1%
4663 ADVANTAGE SOLUTIONS INC 626.0 $13K NEW $21.14
4664 BSJV INVESCO EXCH TRD SLF IDX FD 509.0 $13K $25.99 +0.7%
4665 BSJT INVESCO EXCH TRD SLF IDX FD 628.0 $13K $21.04 +0.4%
4666 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 1,195.0 $13K NEW $11.05 +5.5%
4667 NODK NI HLDGS INC Financial Services 1,023.0 $13K -9.0 -0.9% $12.89 +8.1%
4668 BSMR INVESCO EXCH TRD SLF IDX FD 557.0 $13K -836.0 -60.0% $23.65 -0.3%
4669 TBI TRUEBLUE INC Industrials 3,358.0 $13K +2K +81.2% $3.91 +42.2%
4670 XPEL XPEL INC Consumer Cyclical 296.0 $13K +74.0 +33.3% $44.26 +1.0%
4671 BSMQ INVESCO EXCH TRD SLF IDX FD 554.0 $13K -23.0 -4.0% $23.63 -0.3%
4672 AMERICAN BITCOIN CORP. 14,121.0 $13K -3K -17.2% $0.92
4673 ISCF ISHARES TR 312.0 $13K $41.79 +7.0%
4674 NRIX NURIX THERAPEUTICS INC Healthcare 841.0 $13K +667.0 +383.3% $15.50 +12.9%
4675 PUTNAM ETF TRUST 1,669.0 $13K NEW $7.80
4676 TRC TEJON RANCH CO Industrials 689.0 $13K -42.0 -5.8% $18.84 +2.2%
4677 UFO PROCURE ETF TRUST II 289.0 $13K +25.0 +9.5% $44.81 +38.1%
4678 TWFG INC 703.0 $13K $18.39
4679 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 658.0 $13K -1K -60.9% $19.59 -6.0%
4680 FFSM FIDELITY COVINGTON TRUST 401.0 $13K +7.0 +1.8% $31.96 +11.3%
Page 234 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%