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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 255 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5081 XGN EXAGEN INC Healthcare 1,398.0 $4K $3.00 +27.7%
5082 FRNW FIDELITY COVINGTON TRUST 181.0 $4K +81.0 +81.0% $23.11 +15.3%
5083 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 434.0 $4K +256.0 +143.8% $9.63 -7.8%
5084 CEW WISDOMTREE TR 220.0 $4K $18.98 +2.1%
5085 HF FOODS GROUP INC 2,253.0 $4K +2K +549.3% $1.85
5086 ELMD ELECTROMED INC Healthcare 178.0 $4K +79.0 +79.8% $23.41 +64.8%
5087 SSO PROSHARES TR 80.0 $4K -396K -100.0% $51.88 +29.3%
5088 KRNT KORNIT DIGITAL LTD Industrials 282.0 $4K $14.66 -1.9%
5089 SEI EXCHANGE TRADED FUNDS 149.0 $4K -195.0 -56.7% $27.62
5090 JIVE J P MORGAN EXCHANGE TRADED F 48.0 $4K +31.0 +182.3% $85.65 +7.9%
5091 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 631.0 $4K $6.48 +0.8%
5092 UNITED SEC BANCSHARES CALIF 388.0 $4K +22.0 +6.0% $10.51
5093 RAVI FLEXSHARES TR 54.0 $4K +22.0 +68.8% $75.41 -0.1%
5094 OPFI OPPFI INC Technology 528.0 $4K +161.0 +43.9% $7.71 +7.0%
5095 WPP WPP PLC NEW Communication Services 260.0 $4K -126.0 -32.6% $15.57 +19.1%
5096 CSPI CSP INC Technology 466.0 $4K +451.0 +3006.7% $8.65 +8.9%
5097 MRDN MERIDIAN HOLDINGS INC Technology 557.0 $4K NEW $7.22 +42.6%
5098 XTR GLOBAL X FDS 160.0 $4K $25.12 +12.6%
5099 FITLIFE BRANDS INC 283.0 $4K +238.0 +528.9% $14.20
5100 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 248.0 $4K -15.0 -5.7% $16.20 -15.2%
Page 255 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%