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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 264 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5261 REKR REKOR SYSTEMS INC Technology 2,623.0 $2K -140.0 -5.1% $0.82 -9.8%
5262 ZSPACE INC 18,910.0 $2K +16K +465.8% $0.11
5263 ISHARES TR 75.0 $2K -769.0 -91.1% $28.16
5264 IGRO ISHARES TR 25.0 $2K +17.0 +212.5% $83.96 +5.6%
5265 NUTX NUTEX HEALTH INC Healthcare 22.0 $2K +20.0 +1000.0% $95.05 +25.1%
5266 CLWT EURO TECH HOLDINGS CO LTD Industrials 1,783.0 $2K $1.17 +3.4%
5267 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 195.0 $2K +78.0 +66.7% $10.69 -15.3%
5268 VSEE HEALTH INC 8,316.0 $2K $0.25
5269 USL UNITED STS 12 MONTH OIL FD L Financial Services 43.0 $2K $48.21 +12.8%
5270 RCMT RCM TECHNOLOGIES INC Industrials 108.0 $2K +84.0 +350.0% $19.14 +17.4%
5271 EZPZ FRANKLIN CRYPTO INDEX ETF Financial Services 120.0 $2K NEW $17.23 +11.9%
5272 EGO ELDORADO GOLD CORP NEW Basic Materials 60.0 $2K $34.33 -7.7%
5273 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 266.0 $2K +59.0 +28.5% $7.73 +27.4%
5274 PLBY PLAYBOY INC Consumer Cyclical 1,350.0 $2K $1.52 -16.4%
5275 KYTX KYVERNA THERAPEUTICS INC Healthcare 237.0 $2K -26.0 -9.9% $8.63 +3.1%
5276 SERA SERA PROGNOSTICS INC Healthcare 1,003.0 $2K $2.03 -13.3%
5277 SUNC SUNOCOCORP LLC Energy 33.0 $2K NEW $61.64 +16.6%
5278 CBK COMMERCIAL BANCGROUP INC Financial Services 78.0 $2K NEW $26.03 +11.8%
5279 CRMD CORMEDIX INC Healthcare 297.0 $2K -1K -78.6% $6.79 +18.7%
5280 COHEN & STEERS LTD DURATION 100.0 $2K $19.97
Page 264 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%