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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 270 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5381 INSEEGO CORP 99.0 $1K -3.0 -2.9% $11.12
5382 MRAM EVERSPIN TECHNOLOGIES INC Technology 124.0 $1K -66.0 -34.7% $8.79 +269.2%
5383 GAL SSGA ACTIVE ETF TR 22.0 $1K +10.0 +83.3% $49.50 +7.1%
5384 TIGR UP FINTECH HLDG LTD Financial Services 171.0 $1K -33K -99.5% $6.30 -6.5%
5385 SES SES AI CORPORATION Consumer Cyclical 1,119.0 $1K -1K -48.3% $0.96 +8.2%
5386 UHG UNITED HOMES GROUP INC Consumer Cyclical 913.0 $1K -459.0 -33.5% $1.16 +5.2%
5387 JBIO JADE BIOSCIENCES INC Healthcare 75.0 $1K +36.0 +92.3% $14.05 +66.9%
5388 WVVI WILLAMETTE VALLEY VINEYARDS Consumer Defensive 406.0 $1K $2.57 +0.8%
5389 BEEP MOBILE INFRASTRUCTURE CORP Real Estate 463.0 $1K +393.0 +561.4% $2.24 -7.6%
5390 HIGHLANDER SILVER CORP 176.0 $1K NEW $5.88
5391 PNBK PATRIOT NATL BANCORP INC Financial Services 799.0 $1K +182.0 +29.5% $1.29 -12.4%
5392 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 52.0 $1K +26.0 +100.0% $19.83 +4.6%
5393 DLHC DLH HLDGS CORP Industrials 177.0 $1K -25.0 -12.4% $5.82 -4.6%
5394 SEALSQ CORP 388.0 $1K -3K -88.3% $2.62
5395 XSHQ INVESCO EXCH TRADED FD TR II 24.0 $1K $42.17 +7.7%
5396 TSIC TRUTH SOCIAL FUNDS 40.0 $1K NEW $25.23 -0.2%
5397 CAMBRIA ETF TR 28.0 $1K $35.79
5398 SENS SENSEONICS HLDGS INC Healthcare 150.0 $999.0 +50.0 +50.0% $6.66 -14.3%
5399 PERI PERION NETWORK LTD Communication Services 100.0 $999.0 -300.0 -75.0% $9.99 -11.5%
5400 NRGV ENERGY VAULT HOLDINGS INC Utilities 301.0 $993.0 $3.30 +52.5%
Page 270 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%