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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 248 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4941 SFY TIDAL TRUST I 31.0 $4K NEW $129.03 +14.0%
4942 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 2,234.0 $4K NEW $1.79 +134.6%
4943 REKR REKOR SYSTEMS INC Technology 2,763.0 $4K NEW $1.45 -48.9%
4944 ERX DIREXION SHS ETF TR 57.0 $3K NEW $52.63 +79.2%
4945 CDXS CODEXIS INC Healthcare 1,794.0 $3K NEW $1.67 +51.3%
4946 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 32.0 $3K NEW $93.75 -54.1%
4947 ELMD ELECTROMED INC Healthcare 99.0 $3K NEW $30.30 +27.3%
4948 VET VERMILION ENERGY INC Energy 400.0 $3K NEW $7.50 +68.0%
4949 OPBK OP BANCORP Financial Services 239.0 $3K NEW $12.55 +13.0%
4950 FDIQ INVESCO EXCH TRADED FD TR II 48.0 $3K NEW $62.50 +12.5%
4951 LEMB ISHARES INC 71.0 $3K NEW $42.25 -1.2%
4952 RING ISHARES INC 38.0 $3K NEW $78.95 -5.1%
4953 EMCB WISDOMTREE TR 43.0 $3K NEW $69.77 -5.5%
4954 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 217.0 $3K NEW $13.82 +4.9%
4955 SSTK SHUTTERSTOCK INC Communication Services 147.0 $3K NEW $20.41 -23.7%
4956 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 583.0 $3K NEW $5.15 +2.4%
4957 GOGO GOGO INC Communication Services 719.0 $3K NEW $4.17 -4.1%
4958 NGNE NEUROGENE INC Healthcare 154.0 $3K NEW $19.48 +41.7%
4959 AKBA AKEBIA THERAPEUTICS INC Healthcare 1,588.0 $3K NEW $1.89 -46.0%
4960 GPRO GOPRO INC Technology 1,928.0 $3K NEW $1.56 -36.4%
Page 248 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%