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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 236 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4701 XPLR INFRASTRUCTURE LP 1,143.0 $12K -654.0 -36.4% $10.62
4702 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,275.0 $12K -1K -51.8% $9.42 +60.3%
4703 FTBD FIDELITY MERRIMACK STR TR 244.0 $12K NEW $49.15 -0.2%
4704 FJP FIRST TR EXCH TRD ALPHDX FD 165.0 $12K NEW $72.60 +4.9%
4705 VANGUARD MALVERN FDS 157.0 $12K $76.25
4706 AGZ ISHARES TR 109.0 $12K NEW $109.71 -0.7%
4707 KULR TECHNOLOGY GROUP INC 5,043.0 $12K +4K +313.0% $2.37
4708 OABI OMNIAB INC Healthcare 7,599.0 $12K +5K +204.8% $1.57 +68.8%
4709 BTCC GRAYSCALE FUNDS TRUST 765.0 $12K $15.56 +5.4%
4710 MIST MILESTONE PHARMACEUTICALS IN Healthcare 10,000.0 $12K NEW $1.19 +18.5%
4711 TKNO ALPHA TEKNOVA INC Healthcare 4,087.0 $12K +4K +5910.3% $2.89 +34.6%
4712 RFG INVESCO EXCHANGE TRADED FD T 215.0 $12K $54.90 +12.2%
4713 BBEU J P MORGAN EXCHANGE TRADED F 163.0 $12K +74.0 +83.2% $72.41 +7.1%
4714 JILL J JILL INC Consumer Cyclical 1,026.0 $12K +661.0 +181.1% $11.46 +8.4%
4715 APARTMENT INVT & MGMT CO 2,889.0 $12K -3K -49.6% $4.07
4716 WLFC WILLIS LEASE FIN CORP Industrials 69.0 $12K +8.0 +13.1% $170.26 +7.3%
4717 BYLD ISHARES TR 520.0 $12K $22.53 -0.1%
4718 CHAT TIDAL TRUST II 189.0 $12K -39.0 -17.1% $61.85 +45.3%
4719 HIMX HIMAX TECHNOLOGIES INC Technology 1,485.0 $12K +200.0 +15.6% $7.87 +167.3%
4720 MYO MYOMO INC Healthcare 17,237.0 $12K +12K +232.6% $0.68 +53.9%
Page 236 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%