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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 273 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5441 DXLG DESTINATION XL GROUP INC Consumer Cyclical 55.0 NEW
5442 ALTO ALTO INGREDIENTS INC Basic Materials 1.0 NEW
5443 WWR WESTWATER RES INC Basic Materials 335.0 NEW
5444 EFT EATON VANCE FLTING RATE INC Financial Services 40.0 NEW
5445 EHI WESTERN ASSET GBL HIGH INC F Financial Services 42.0 NEW
5446 SIMO SILICON MOTION TECHNOLOGY CO Technology 2.0 NEW
5447 TWIN TWIN DISC INC Industrials 24.0 NEW
5448 ASRV AMERISERV FINL INC Financial Services 99.0 NEW
5449 SIEB SIEBERT FINL CORP Financial Services 13.0 NEW
5450 ULBI ULTRALIFE CORP Industrials 31.0 NEW
5451 QVCGA QVC GROUP INC Consumer Cyclical 11.0 NEW
5452 CSPI CSP INC Technology 15.0 NEW
5453 OBE OBSIDIAN ENERGY LTD Energy 34.0 NEW
5454 AIMD AINOS INC Healthcare 1.0 NEW
5455 NNBR NN INC Industrials 12.0 NEW
5456 APT ALPHA PRO TECH LTD Industrials 100.0 NEW
5457 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 130.0 NEW
5458 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 129.0 NEW
5459 SNOA SONOMA PHARMACEUTICALS INC Healthcare 1.0 NEW
5460 NTWK NETSOL TECHNOLOGIES INC Technology 10.0 NEW
Page 273 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%