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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 263 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5241 AMBQ AMBIQ MICRO INC Technology 91.0 $2K +42.0 +85.7% $25.41 +201.3%
5242 ANRO ALTO NEUROSCIENCE INC Healthcare 102.0 $2K -52.0 -33.8% $22.48 -4.2%
5243 GTIP GOLDMAN SACHS ETF TR 46.0 $2K $49.37 -0.3%
5244 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 424.0 $2K $5.32 -2.3%
5245 KINS KINGSTONE COS INC Financial Services 154.0 $2K +58.0 +60.4% $14.57 +9.7%
5246 MBSD FLEXSHARES TR 108.0 $2K $20.70 -0.8%
5247 PXE INVESCO EXCHANGE TRADED FD T 57.0 $2K -15.0 -20.8% $39.19 -5.3%
5248 VGAS VERDE CLEAN FUELS INC Utilities 1,318.0 $2K +1K +703.7% $1.69 +14.8%
5249 HQH ABRDN HEALTHCARE INVESTORS Financial Services 125.0 $2K NEW $17.79 +10.1%
5250 KFS KINGSWAY FINL SVCS INC Consumer Cyclical 213.0 $2K +5.0 +2.4% $10.43 +2.9%
5251 UAVS AGEAGLE AERIAL SYS INC NEW Technology 2,451.0 $2K NEW $0.90 +5.1%
5252 PBHC PATHFINDER BANCORP INC MD Financial Services 173.0 $2K $12.76 +6.3%
5253 KOLIBRI GLOBAL ENERGY INC 399.0 $2K +377.0 +1713.6% $5.49
5254 TPLC TIMOTHY PLAN 47.0 $2K $46.45 +4.1%
5255 ADME ETF SER SOLUTIONS 44.0 $2K $49.43 +12.3%
5256 STEM INC 246.0 $2K -93.0 -27.4% $8.84
5257 CIF MFS INTER HIGH INCOME FD Financial Services 1,337.0 $2K $1.62 -0.6%
5258 INFQ INFLEQTION INC Technology 220.0 $2K NEW $9.81 +49.9%
5259 CURR CURRENC GROUP INC Financial Services 822.0 $2K $2.62 +27.1%
5260 RLTY COHEN & STEERS REAL ESTATE O Financial Services 148.0 $2K -3K -94.4% $14.54 +7.4%
Page 263 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%