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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 250 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4981 MTBA SIMPLIFY EXCHANGE TRADED FUN 114.0 $6K $49.46 -0.8%
4982 UYLD ANGEL OAK FUNDS TRUST 110.0 $6K NEW $51.04 +0.2%
4983 FONR FONAR CORP Healthcare 300.0 $6K $18.56 +2.0%
4984 ELVN ENLIVEN THERAPEUTICS INC Healthcare 142.0 $6K +48.0 +51.1% $39.20 +7.8%
4985 KSCP KNIGHTSCOPE INC Industrials 1,333.0 $6K $4.17 -30.9%
4986 STIM NEURONETICS INC Healthcare 3,818.0 $6K +4K +4613.6% $1.45 -17.9%
4987 PRECISION BIOSCIENCES INC 1,005.0 $6K $5.50
4988 AVIR ATEA PHARMACEUTICALS INC Healthcare 1,027.0 $6K +605.0 +143.4% $5.38 -21.2%
4989 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 1,312.0 $6K -312.0 -19.2% $4.20 -21.4%
4990 FLYX FLYEXCLUSIVE INC Industrials 2,424.0 $5K +2K +10000.0% $2.26 +9.3%
4991 MBSF VALUED ADVISERS TR 214.0 $5K +2.0 +0.9% $25.50 +0.4%
4992 BAYTEX ENERGY CORP 1,220.0 $5K -362.0 -22.9% $4.47
4993 BYRN BYRNA TECHNOLOGIES INC Industrials 593.0 $5K -258.0 -30.3% $9.18 -41.5%
4994 ZLAB ZAI LAB LTD Healthcare 289.0 $5K -690.0 -70.5% $18.81 +0.0%
4995 TVRD TVARDI THERAPEUTICS INC Healthcare 1,706.0 $5K +2K +728.2% $3.18 +21.1%
4996 FMF FIRST TR EXCHANGE-TRADED FD 107.0 $5K NEW $50.62 +2.1%
4997 USEP INNOVATOR ETFS TRUST 140.0 $5K $38.67 +5.8%
4998 KEMQ KRANESHARES TRUST 239.0 $5K $22.64 +9.4%
4999 ISHARES TR 163.0 $5K $32.96
5000 IYLD ISHARES TR 247.0 $5K NEW $21.73 +1.8%
Page 250 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%