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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 269 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5361 KLXE KLX ENERGY SERVICES HOLDINGS Energy 500.0 $1K $2.60 +22.3%
5362 ACHR CALL ARCHER AVIATION INC Industrials 1,000.0 $1K +500.0 +100.0% $1.29 +375.2%
5363 FUBO FUBOTV INC Communication Services 136.0 $1K NEW $9.46 -3.4%
5364 OGI ORGANIGRAM GLOBAL INC Healthcare 956.0 $1K +444.0 +86.7% $1.34 -15.7%
5365 IDR IDAHO STRATEGIC RESOURCES Basic Materials 39.0 $1K +34.0 +680.0% $32.13 +16.3%
5366 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 78.0 $1K $16.03 -1.0%
5367 GLSI GREENWICH LIFESCIENCES INC Healthcare 52.0 $1K +34.0 +188.9% $24.02 +13.2%
5368 SQFT PRESIDIO PPTY TR INC Real Estate 529.0 $1K $2.32 +29.8%
5369 ASST STRIVE INC Communication Services 121.0 $1K NEW $10.02 +85.0%
5370 CXSE WISDOMTREE TR 32.0 $1K $37.44 +6.6%
5371 ESOA ENERGY SERVICES OF AMER CORP Industrials 91.0 $1K +65.0 +250.0% $13.13 +34.4%
5372 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 32.0 $1K $37.28 +15.3%
5373 TSES TRUTH SOCIAL FUNDS 39.0 $1K NEW $30.56 +2.1%
5374 MARB FIRST TR EXCH TRADED FD III 57.0 $1K NEW $20.70 +0.7%
5375 LPSN LIVEPERSON INC Technology 459.0 $1K $2.55 -14.9%
5376 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 57.0 $1K NEW $20.33 +44.0%
5377 DIREXION SHARES ETF TRUST 153.0 $1K NEW $7.51
5378 KOPN KOPIN CORP Technology 505.0 $1K -6.0 -1.2% $2.25 +115.6%
5379 MINDWALK HOLDINGS CORP 1,000.0 $1K $1.13
5380 ONCOLYTICS BIOTECH INC 1,325.0 $1K $0.85
Page 269 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%