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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 249 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4961 GPCR STRUCTURE THERAPEUTICS INC Healthcare 125.0 $6K -355.0 -74.0% $48.20 -19.5%
4962 GF NEW GERMANY FD INC Financial Services 589.0 $6K $10.22 +16.1%
4963 RTH VANECK ETF TRUST 24.0 $6K $250.88 +5.2%
4964 FRANKLIN XRP TRUST 412.0 $6K +67.0 +19.4% $14.59
4965 KSLV KURV ETF TR 171.0 $6K NEW $34.81 -3.2%
4966 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 1,419.0 $6K +1K +1251.4% $4.17 -7.2%
4967 ERX DIREXION SHARES ETF TRUST 57.0 $6K $103.63 -9.0%
4968 GNMA ISHARES TR 133.0 $6K -330.0 -71.3% $44.33 -0.9%
4969 IE IVANHOE ELECTRIC INC Technology 497.0 $6K -483.0 -49.3% $11.82 +3.7%
4970 BUFB INNOVATOR ETFS TRUST 163.0 $6K $35.91 +8.3%
4971 LOWV AB ACTIVE ETFS INC 79.0 $6K $73.89 +9.2%
4972 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 1,046.0 $6K $5.57 +4.5%
4973 FPRO FIDELITY COVINGTON TRUST 254.0 $6K +2.0 +0.8% $22.84 +8.4%
4974 TSAKOS ENERGY NAVIGATION LTD 147.0 $6K +52.0 +54.7% $39.46
4975 HEDG SERIES PORTFOLIOS TR 200.0 $6K -427.0 -68.1% $28.98 +3.1%
4976 EPOL ISHARES TR 159.0 $6K +57.0 +55.9% $36.41 +9.2%
4977 LYTS LSI INDS INC OHIO Technology 309.0 $6K +42.0 +15.7% $18.60 +21.5%
4978 SERV SERVE ROBOTICS INC Industrials 673.0 $6K -3K -80.4% $8.44 -0.7%
4979 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 304.0 $6K +244.0 +406.7% $18.64 -0.9%
4980 BTMD BIOTE CORP Healthcare 4,193.0 $6K +3K +158.7% $1.35 +53.3%
Page 249 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%