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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 238 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4741 ABUS ARBUTUS BIOPHARMA CORP Healthcare 2,423.0 $11K +166.0 +7.3% $4.50 -3.3%
4742 BTDR BITDEER TECHNOLOGIES GROUP Technology 1,258.0 $11K +190.0 +17.8% $8.65 +69.4%
4743 CORN TEUCRIUM COMMODITY TR Financial Services 591.0 $11K $18.40 -0.2%
4744 SLX VANECK ETF TRUST 118.0 $11K $91.81 +16.2%
4745 AEF ABRDN EMERGING MARKETS EX CH Financial Services 1,486.0 $11K $7.29 +28.4%
4746 TGLS TECNOGLASS INC Basic Materials 242.0 $11K -133.0 -35.5% $44.55 -7.6%
4747 SLDP SOLID POWER INC Industrials 3,589.0 $11K +52.0 +1.5% $3.00 +2.0%
4748 METL SPROTT FDS TR 400.0 $11K NEW $26.89 +4.6%
4749 FB BANCORP INC 782.0 $11K +153.0 +24.3% $13.74
4750 INHIBRX BIOSCIENCES INC 159.0 $11K +4.0 +2.6% $67.23
4751 RA BROOKFIELD REAL ASSETS INCOM Financial Services 830.0 $11K +216.0 +35.2% $12.86 -0.3%
4752 SEI EXCHANGE TRADED FUNDS 327.0 $11K -497.0 -60.3% $32.60
4753 ASUR ASURE SOFTWARE INC Technology 1,229.0 $11K +489.0 +66.1% $8.60 +0.9%
4754 EMHY ISHARES INC 268.0 $11K -139.0 -34.1% $39.38 +1.9%
4755 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 538.0 $11K +16.0 +3.1% $19.56 -11.9%
4756 SRI STONERIDGE INC Consumer Cyclical 2,178.0 $11K -643.0 -22.8% $4.83 +54.2%
4757 MVST MICROVAST HOLDINGS INC Industrials 7,013.0 $11K +7K +10000.0% $1.50 -2.7%
4758 ENERGY TRANSFER L P 900.0 $10K NEW $11.57
4759 RELL RICHARDSON ELECTRS LTD Technology 949.0 $10K +582.0 +158.6% $10.95 +60.3%
4760 ARAY ACCURAY INC DEL Healthcare 26,718.0 $10K +21K +405.7% $0.39 -20.9%
Page 238 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%