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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 26 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 18,355.0 $11.3M 0.03% -193.0 -1.0% $616.75 +7.9%
502 QVAL EA SERIES TRUST 217,002.0 $11.3M 0.03% -8K -3.6% $52.14 +4.1%
503 EXPAND ENERGY CORPORATION 103,062.0 $11.3M 0.03% +61K +145.3% $109.78
504 EXEL EXELIXIS INC Healthcare 263,476.0 $11.3M 0.03% -27K -9.4% $42.89 +15.8%
505 SPBC SIMPLIFY EXCHANGE TRADED FUN 271,272.0 $11.3M 0.03% -8K -3.0% $41.59 +15.6%
506 SCHW SCHWAB CHARLES CORP Financial Services 119,975.0 $11.3M 0.03% -10K -7.5% $93.98 -4.1%
507 SPOT SPOTIFY TECHNOLOGY S A Communication Services 23,163.0 $11.2M 0.03% +2K +9.9% $484.92 -10.6%
508 KKR KKR & CO INC Financial Services 121,243.0 $11.2M 0.03% +107K +750.2% $92.50 +2.4%
509 CPRT COPART INC Industrials 337,034.0 $11.2M 0.03% +246K +270.9% $33.20 +3.6%
510 JNK SPDR SERIES TRUST 116,395.0 $11.1M 0.03% +5K +4.1% $95.72 +0.5%
511 HYG ISHARES TR 139,477.0 $11.1M 0.03% +9K +7.0% $79.56 +0.4%
512 QGRW WISDOMTREE TR 207,230.0 $11.1M 0.03% +63K +43.5% $53.43 +22.1%
513 BSCU INVESCO EXCH TRD SLF IDX FD 661,157.0 $11.1M 0.03% -98K -12.9% $16.72 -0.7%
514 WELL WELLTOWER INC Real Estate 55,856.0 $11.0M 0.03% +933.0 +1.7% $197.71 +10.6%
515 SHY ISHARES TR 133,136.0 $11.0M 0.03% +11K +8.9% $82.57 -0.5%
516 ES EVERSOURCE ENERGY Utilities 158,671.0 $11.0M 0.03% +46K +41.0% $69.28 +0.5%
517 GLW CORNING INC Technology 80,820.0 $11.0M 0.03% +3K +4.4% $135.97 +41.1%
518 INCM FRANKLIN TEMPLETON ETF TR 381,500.0 $11.0M 0.03% +174K +84.0% $28.75 +1.8%
519 FIRST TR EXCH TRADED FD III 155,141.0 $10.9M 0.03% -10K -5.9% $70.36
520 PJAN INNOVATOR ETFS TRUST 235,717.0 $10.9M 0.03% -39K -14.1% $46.13 +6.6%
Page 26 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%