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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 243 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4841 GPMT GRANITE PT MTG TR INC Real Estate 2,224.0 $5K NEW $2.25 -38.6%
4842 OPRA OPERA LTD Communication Services 352.0 $5K NEW $14.20 +23.4%
4843 COSO COASTALSOUTH BANCSHARES INC Financial Services 219.0 $5K NEW $22.83 +11.8%
4844 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 383.0 $5K NEW $13.05 +1.9%
4845 TRVI TREVI THERAPEUTICS INC Healthcare 381.0 $5K NEW $13.12 +5.8%
4846 CDRE CADRE HLDGS INC Industrials 130.0 $5K NEW $38.46 -22.4%
4847 IMMX IMMIX BIOPHARMA INC Healthcare 1,000.0 $5K NEW $5.00 +73.4%
4848 KSCP KNIGHTSCOPE INC Industrials 1,333.0 $5K NEW $3.75 -23.2%
4849 IBLC ISHARES TR 123.0 $5K NEW $40.65 +29.5%
4850 ECBK ECB BANCORP INC Financial Services 282.0 $5K NEW $17.73 +4.2%
4851 OABI OMNIAB INC Healthcare 2,493.0 $5K NEW $2.01 +27.1%
4852 ASPI ASP ISOTOPES INC Basic Materials 921.0 $5K NEW $5.43 -4.8%
4853 WTAI WISDOMTREE TR 164.0 $5K NEW $30.49 +36.4%
4854 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 1,932.0 $5K NEW $2.59 -24.3%
4855 JOBY CALL JOBY AVIATION INC Industrials 1,000.0 $5K NEW $5.00 +108.0%
4856 MBSF VALUED ADVISERS TR 212.0 $5K NEW $23.58 +8.5%
4857 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 1,299.0 $5K NEW $3.85 +2.4%
4858 FCTE ETF OPPORTUNITIES TRUST 206.0 $5K NEW $24.27 +9.9%
4859 SEG SEAPORT ENTMT GROUP INC Real Estate 248.0 $5K NEW $20.16 +18.7%
4860 ILF ISHARES TR 178.0 $5K NEW $28.09 +25.4%
Page 243 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%