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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 272 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5421 SAFX XCF GLOBAL INC Energy 832.0 NEW
5422 CV CAPSOVISION INC Healthcare 28.0 NEW
5423 PEW GRABAGUN DIGITAL HLDGS INC Industrials 1.0 NEW
5424 KG KESTREL GROUP LTD Financial Services 12.0 NEW
5425 FLY FIREFLY AEROSPACE INC Industrials 10.0 NEW
5426 LBRX LB PHARMACEUTICALS INC Healthcare 8.0 NEW
5427 WOLF WOLFSPEED INC Technology 5.0 NEW
5428 BTTC BLACK TITAN CORP Financial Services 1.0 NEW
5429 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 500.0 NEW
5430 SOUN CALL SOUNDHOUND AI INC Technology 200.0 NEW
5431 DJT PUT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 100.0 NEW
5432 WHG WESTWOOD HLDGS GROUP INC Financial Services 15.0 NEW
5433 HIX WESTERN ASSET HIGH INCOM FD Financial Services 18.0 NEW
5434 LPTH LIGHTPATH TECHNOLOGIES INC Technology 12.0 NEW
5435 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 28.0 NEW
5436 GERN GERON CORP Healthcare 342.0 NEW
5437 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 105.0 NEW
5438 VTSI VIRTRA INC Industrials 27.0 NEW
5439 BLW BLACKROCK LTD DURATION INCOM Financial Services 27.0 NEW
5440 GGT GABELLI MULTIMEDIA TR INC Financial Services 33.0 NEW
Page 272 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%