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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 271 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5401 METCB RAMACO RES INC Energy 12.0 NEW
5402 FIIG FIRST TR EXCHANGE-TRADED FD 8.0 NEW
5403 FTWO EA SERIES TRUST 7.0 NEW
5404 FLYX FLYEXCLUSIVE INC Industrials 14.0 NEW
5405 MGX METAGENOMI INC Healthcare 32.0 NEW
5406 SMXT SOLARMAX TECHNOLOGY INC Energy 111.0 NEW
5407 BOLD BOUNDLESS BIO INC Healthcare 9.0 NEW
5408 ETHU VOLATILITY SHS TR 4.0 NEW
5409 CGNG CAPITAL GROUP NEW GEOGRAPHY 14.0 NEW
5410 ACTU ACTUATE THERAPEUTICS INC Healthcare 44.0 NEW
5411 HCWC HEALTHY CHOICE WELLNESS CORP Consumer Defensive 169.0 NEW
5412 EWH ISHARES INC 22.0 NEW
5413 BLDP BALLARD PWR SYS INC NEW Industrials 100.0 NEW
5414 FCEL FUELCELL ENERGY INC Industrials 51.0 NEW
5415 GAIA GAIA INC NEW Communication Services 33.0 NEW
5416 MBI MBIA INC Financial Services 10.0 NEW
5417 AARD AARDVARK THERAPEUTICS INC Healthcare 17.0 NEW
5418 EPSM EPSIUM ENTERPRISE LTD Consumer Defensive 11.0 NEW
5419 AII AMERICAN INTEGRITY INS GROUP Financial Services 12.0 NEW
5420 ARAI ARRIVE AI INC Technology 24.0 NEW
Page 271 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%