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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 253 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5041 EFAX SPDR INDEX SHS FDS 96.0 $5K NEW $49.77 +8.1%
5042 CGNG CAPITAL GROUP NEW GEOGRAPHY 151.0 $5K +137.0 +978.6% $31.57 +13.3%
5043 JEDI ETF SER SOLUTIONS 186.0 $5K NEW $25.58 +23.3%
5044 UROY URANIUM RTY CORP Energy 1,302.0 $5K $3.65 -5.7%
5045 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 383.0 $5K $12.40 +7.3%
5046 SOXY TIDAL TRUST II 75.0 $5K NEW $63.21 +46.6%
5047 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 224.0 $5K +160.0 +250.0% $21.14 -33.4%
5048 FRI FIRST TR EXCHANGE-TRADED FD 164.0 $5K $28.46 +9.6%
5049 UAE ISHARES TR 250.0 $5K $18.65 +2.1%
5050 EEX EMERALD HOLDING INC Communication Services 1,033.0 $5K +41.0 +4.1% $4.51 +10.4%
5051 KSA ISHARES TR 117.0 $5K $39.75 -2.7%
5052 CLPR CLIPPER RLTY INC Real Estate 1,537.0 $5K +203.0 +15.2% $3.02 +2.3%
5053 AVSF AMERICAN CENTY ETF TR 99.0 $5K +98.0 +9800.0% $46.80 -0.6%
5054 WTAI WISDOMTREE TR 164.0 $5K $28.16 +47.6%
5055 NAN NUVEEN NY DIVI ADV Financial Services 412.0 $5K $11.15 +0.9%
5056 HQI HIREQUEST INC Industrials 457.0 $5K +337.0 +280.8% $9.98 +23.9%
5057 GBUG SPROTT FDS TR Financial Services 100.0 $5K NEW $45.44 -5.9%
5058 XHE SPDR SERIES TRUST 58.0 $5K $78.24 +3.8%
5059 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 2,577.0 $5K +343.0 +15.3% $1.76 +138.6%
5060 RFI COHEN & STEERS TOTAL RETURN Financial Services 407.0 $5K $11.14 +1.1%
Page 253 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%