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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 259 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5161 PMI PICARD MEDICAL INC Healthcare 3,119.0 $3K NEW $1.04 -85.2%
5162 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 646.0 $3K +18.0 +2.9% $4.99 +14.1%
5163 SIDUS SPACE INC 1,388.0 $3K +1K +10000.0% $2.32
5164 SQQQ PROSHARES TR 40.0 $3K NEW $80.50 -47.9%
5165 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 227.0 $3K +147.0 +183.8% $14.15 +3.3%
5166 ESPO VANECK ETF TRUST 35.0 $3K $90.51 -1.6%
5167 ASTRANA HEALTH INC 129.0 $3K +31.0 +31.6% $24.52
5168 AII AMERICAN INTEGRITY INS GROUP Financial Services 163.0 $3K +151.0 +1258.3% $19.28 -12.6%
5169 THW ABRDN WORLD HEALTHCARE FUND Financial Services 269.0 $3K $11.67 +9.8%
5170 CFFI C & F FINL CORP Financial Services 43.0 $3K $72.93 +0.4%
5171 AIVC AMPLIFY ETF TR 45.0 $3K $69.02 +48.9%
5172 SOURCE CAPITAL 67.0 $3K $46.31
5173 PDEX PRO-DEX INC COLO Healthcare 63.0 $3K +7.0 +12.5% $49.13 +27.4%
5174 OPBK OP BANCORP Financial Services 232.0 $3K -7.0 -2.9% $13.30 +6.6%
5175 SBC MED GROUP HLDGS INC 738.0 $3K +85.0 +13.0% $4.18
5176 STRW STRAWBERRY FIELDS REIT INC Real Estate 259.0 $3K +13.0 +5.3% $11.90 +10.8%
5177 MJ AMPLIFY ETF TR 133.0 $3K +6.0 +4.7% $23.02 +11.6%
5178 JIG J P MORGAN EXCHANGE TRADED F 41.0 $3K +24.0 +141.2% $74.24 +11.1%
5179 UBCP UNITED BANCORP INC OHIO Financial Services 200.0 $3K $15.21 -5.3%
5180 LIFECORE BIOMEDICAL INC 815.0 $3K -39.0 -4.6% $3.72
Page 259 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%