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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 271 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5401 TSRS TRUTH SOCIAL FUNDS 39.0 $986.0 NEW $25.28 +7.2%
5402 TSSD TRUTH SOCIAL FUNDS 40.0 $977.0 NEW $24.43 +7.7%
5403 TOLZ PROSHARES TR 16.0 $960.0 NEW $60.00 +3.2%
5404 LSPD LIGHTSPEED COMMERCE INC Technology 107.0 $959.0 -277.0 -72.1% $8.96 -6.6%
5405 ENLIGHT RENEWABLE ENERGY LTD 14.0 $956.0 NEW $68.29
5406 BINV 2023 ETF SERIES TRUST 23.0 $948.0 $41.22 +4.5%
5407 BMAR INNOVATOR ETFS TRUST 18.0 $945.0 $52.50 +8.8%
5408 KRMD KORU MEDICAL SYSTEMS INC Healthcare 215.0 $929.0 +70.0 +48.3% $4.32 -4.2%
5409 ARL AMERICAN RLTY INVS INC Real Estate 60.0 $927.0 -3.0 -4.8% $15.45 -8.2%
5410 CGCV CAPITAL GROUP CONSERVATIVE E 31.0 $924.0 $29.81 +7.3%
5411 SABA SABA CAPITAL INCOME & OPPORT Financial Services 110.0 $915.0 $8.32 +1.3%
5412 CLOUDASTRUCTURE INC 1,500.0 $912.0 $0.61
5413 BIDD BLACKROCK ETF TRUST 32.0 $910.0 -68.0 -68.0% $28.44 +11.0%
5414 UDN INVESCO DB US DLR INDEX TR Financial Services 50.0 $900.0 $18.00 +1.0%
5415 QTOP ISHARES TR 30.0 $898.0 NEW $29.93 +26.3%
5416 TSNF TRUTH SOCIAL FUNDS 37.0 $877.0 NEW $23.70 +31.6%
5417 GGB GERDAU SA Basic Materials 237.0 $856.0 $3.61 +30.1%
5418 DTI DRILLING TOOLS INTL CORP Energy 196.0 $849.0 -28.0 -12.5% $4.33 -31.9%
5419 WHG WESTWOOD HLDGS GROUP INC Financial Services 51.0 $840.0 +36.0 +240.0% $16.47 -3.0%
5420 CD CHAINCE DIGITAL HOLDINGS INC Technology 209.0 $832.0 +135.0 +182.4% $3.98 +137.4%
Page 271 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%