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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 240 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4781 BK TECHNOLOGIES CORPORATION 131.0 $10K +14.0 +12.0% $74.63
4782 NZF NUVEEN MUN CR INCOME FD Financial Services 802.0 $10K $12.19 +0.9%
4783 EWQ ISHARES INC 225.0 $10K $43.42 +4.8%
4784 UPRO PROSHARES TR 101.0 $10K +1.0 +1.0% $96.71 +46.4%
4785 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 1,017.0 $10K $9.59 +2.1%
4786 CAPR CAPRICOR THERAPEUTICS INC Healthcare 318.0 $10K +13.0 +4.3% $30.40 -2.7%
4787 VOTE TCW ETF TRUST 126.0 $10K +26.0 +26.0% $76.30 +14.5%
4788 VTS VITESSE ENERGY INC Energy 529.0 $10K -680.0 -56.2% $18.16 +1.1%
4789 IMMUNIC INC 8,642.0 $10K $1.11
4790 JBGS JBG SMITH PPTYS Real Estate 656.0 $10K -285.0 -30.3% $14.61 -1.4%
4791 MBS ANGEL OAK FUNDS TRUST 1,104.0 $10K NEW $8.66 -0.6%
4792 SWIM LATHAM GROUP INC Industrials 1,778.0 $10K -1K -41.2% $5.37 -8.9%
4793 QDF FLEXSHARES TR 120.0 $9K $79.09 +11.6%
4794 ATLANTIC INTL CORP 3,121.0 $9K +3K +1386.2% $3.03
4795 MATW MATTHEWS INTL CORP Industrials 366.0 $9K -87.0 -19.2% $25.82 +2.4%
4796 OMFS INVESCO EXCH TRD SLF IDX FD 208.0 $9K -309.0 -59.8% $45.26 +11.0%
4797 INMD INMODE LTD Healthcare 688.0 $9K -290.0 -29.6% $13.68 +1.1%
4798 USG USCF ETF TR 254.0 $9K +2.0 +0.8% $36.87 -1.8%
4799 BV FINL INC 488.0 $9K +15.0 +3.2% $19.14
4800 YEXT YEXT INC Technology 2,425.0 $9K -13K -84.2% $3.84 -6.5%
Page 240 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%