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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 261 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5201 BTGD TIDAL TRUST II 100.0 $3K $27.37 +9.1%
5202 FVRR FIVERR INTL LTD Communication Services 273.0 $3K -2K -86.9% $10.02 +8.2%
5203 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 207.0 $3K -280.0 -57.5% $13.17 -1.7%
5204 SAMT ADVISORS INNER CIRCLE FD III 69.0 $3K $39.28 +14.6%
5205 LST MANAGED PORTFOLIO SERIES 67.0 $3K NEW $40.45 +11.7%
5206 HNGE HINGE HEALTH INC Healthcare 70.0 $3K NEW $38.56 +43.0%
5207 SION SIONNA THERAPEUTICS INC Healthcare 67.0 $3K -13.0 -16.2% $40.09 -1.5%
5208 PPTY ETF SER SOLUTIONS 89.0 $3K $30.11 +8.7%
5209 NVDY TIDAL TRUST II 205.0 $3K NEW $12.98 +7.6%
5210 DUSB DIMENSIONAL ETF TRUST 52.0 $3K $50.79 -0.1%
5211 ETON PHARMACEUTICALS INC 107.0 $3K +81.0 +311.5% $24.68
5212 KEN KENON HLDGS LTD Utilities 32.0 $3K $82.38 +4.1%
5213 TSEM TOWER SEMICONDUCTOR LTD Technology 15.0 $3K +9.0 +150.0% $175.47 +50.7%
5214 MNTK MONTAUK RENEWABLES INC Utilities 2,274.0 $3K +1K +101.8% $1.15 +33.0%
5215 PAMT CORP 304.0 $3K +208.0 +216.7% $8.45
5216 VRM VROOM INC Consumer Cyclical 192.0 $3K +134.0 +231.0% $13.31 -5.0%
5217 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 158.0 $3K +4.0 +2.6% $16.05 +11.8%
5218 NERV MINERVA NEUROSCIENCES INC Healthcare 420.0 $3K $6.03 -12.1%
5219 TRUMP MEDIA & TECHNOLOGY GRO 510.0 $3K +10.0 +2.0% $4.95
5220 UXI PROSHARES TR 51.0 $2K $48.96 +9.8%
Page 261 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%