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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 247 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4921 PRNT ARK ETF TR 339.0 $7K $20.43 +19.6%
4922 ARLP ALLIANCE RESOURCE PARTNERS L Energy 250.0 $7K -151.0 -37.7% $27.67 -10.3%
4923 BWMN BOWMAN CONSULTING GROUP LTD Industrials 243.0 $7K -84.0 -25.7% $28.44 +9.3%
4924 JOYY JOYY INC Communication Services 117.0 $7K $58.39 -4.0%
4925 NAIL DIREXION SHARES ETF TRUST 180.0 $7K NEW $37.95 -5.2%
4926 LVWR LIVEWIRE GROUP INC Consumer Cyclical 4,115.0 $7K +3K +401.2% $1.66 -14.5%
4927 HVAC ADVISORSHARES TR 200.0 $7K $34.15 +14.8%
4928 MECHANICS BANCORP 462.0 $7K +38.0 +9.0% $14.75
4929 BSM BLACK STONE MINERALS L P Energy 450.0 $7K $15.12 -8.1%
4930 IZRL ARK ETF TR 252.0 $7K $26.96 +13.9%
4931 NATIONAL CINEMEDIA INC 2,227.0 $7K +2K +330.8% $3.05
4932 BHK BLACKROCK CORE BD TR Financial Services 735.0 $7K +17.0 +2.4% $9.17 -3.4%
4933 EVI EVI INDS INC Industrials 326.0 $7K +139.0 +74.3% $20.58 -9.6%
4934 HLAL LISTED FDS TR 113.0 $7K +68.0 +151.1% $59.32 +18.9%
4935 SPRY ARS PHARMACEUTICALS INC Healthcare 834.0 $7K +772.0 +1245.2% $8.03 -2.9%
4936 FUMB FIRST TR EXCH TRADED FD III 333.0 $7K NEW $20.05 -0.1%
4937 MBOT MICROBOT MED INC Healthcare 2,749.0 $7K $2.41 -26.1%
4938 FENC FENNEC PHARMACEUTICALS INC Healthcare 1,063.0 $7K +313.0 +41.7% $6.15 +62.1%
4939 FBYD FALCONS BEYOND GLOBAL INC Industrials 462.0 $7K NEW $14.10 +35.5%
4940 JFR NUVEEN FLOATING RATE INCOME Financial Services 866.0 $7K -4K -81.5% $7.52 +0.4%
Page 247 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%