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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 273 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5441 GYRE GYRE THERAPEUTICS INC Healthcare 104.0 $725.0 +68.0 +188.9% $6.97 -11.3%
5442 BENITEC BIOPHARMA INC 68.0 $724.0 +59.0 +655.6% $10.65
5443 LBRX LB PHARMACEUTICALS INC Healthcare 29.0 $715.0 +21.0 +262.5% $24.66 +13.6%
5444 FSV FIRSTSERVICE CORP NEW Real Estate 5.0 $695.0 +4.0 +400.0% $139.00 -4.2%
5445 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 122.0 $693.0 $5.68 -4.8%
5446 ZURA BIO LTD 116.0 $690.0 -26.0 -18.3% $5.95
5447 EZA ISHARES INC 10.0 $678.0 $67.80 +0.7%
5448 EWP ISHARES INC 12.0 $661.0 $55.08 +4.2%
5449 CORBUS PHARMACEUTICALS HLDGS 69.0 $648.0 -80.0 -53.7% $9.39
5450 GRNB VANECK ETF TRUST 27.0 $647.0 NEW $23.96 +0.0%
5451 SOLESENCE INC 650.0 $617.0 +639.0 +5809.1% $0.95
5452 XEROX HOLDINGS CORP 6,724.0 $609.0 NEW $0.09
5453 QFIN QFIN HOLDINGS INC Financial Services 47.0 $607.0 -640.0 -93.2% $12.91 -2.7%
5454 INTR INTER & CO INC Financial Services 76.0 $605.0 $7.96 -19.6%
5455 JADE J P MORGAN EXCHANGE TRADED F 9.0 $597.0 NEW $66.33 +14.2%
5456 STHO STAR HLDGS Real Estate 78.0 $590.0 -97.0 -55.4% $7.56 +13.0%
5457 FINW FINWISE BANCORP Financial Services 37.0 $587.0 +20.0 +117.7% $15.86 -12.1%
5458 BB BLACKBERRY LTD Technology 175.0 $567.0 -1.0 -0.6% $3.24 +105.2%
5459 IVVD INVIVYD INC Healthcare 422.0 $549.0 -223.0 -34.6% $1.30 -14.7%
5460 CARL CARLSMED INC Healthcare 59.0 $534.0 -108.0 -64.7% $9.05 +39.8%
Page 273 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%