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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 274 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5461 XTIA XTI AEROSPACE INC Industrials 252.0 $522.0 NEW $2.07 -17.9%
5462 MANU MANCHESTER UTD PLC NEW Communication Services 31.0 $521.0 NEW $16.81 +19.2%
5463 EWH ISHARES INC 22.0 $500.0 $22.73 +4.9%
5464 MTLS MATERIALISE NV Technology 100.0 $494.0 -50.0 -33.3% $4.94 +17.8%
5465 IMCR IMMUNOCORE HLDGS PLC Healthcare 16.0 $482.0 -75.0 -82.4% $30.12 -0.4%
5466 KG KESTREL GROUP LTD Financial Services 44.0 $475.0 +32.0 +266.7% $10.80 +5.8%
5467 OPENDOOR TECHNOLOGIES INC 779.0 $471.0 -40.0 -4.9% $0.60
5468 WRAP WRAP TECHNOLOGIES INC Technology 300.0 $462.0 $1.54 -5.8%
5469 BW LPG LTD 26.0 $452.0 NEW $17.38
5470 APT ALPHA PRO TECH LTD Industrials 100.0 $444.0 $4.44 +39.2%
5471 EFT EATON VANCE FLOATING RATE IN Financial Services 40.0 $429.0 $10.72 +1.4%
5472 RPID RAPID MICRO BIOSYSTEMS INC Healthcare 188.0 $427.0 NEW $2.27 -11.5%
5473 EDEN ISHARES TR 4.0 $425.0 $106.25 +6.2%
5474 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 50.0 $412.0 -17.0 -25.4% $8.24 -3.0%
5475 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 169.0 $411.0 +119.0 +238.0% $2.43 +1.6%
5476 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 16.0 $388.0 NEW $24.25 +6.8%
5477 GALT GALECTIN THERAPEUTICS INC Healthcare 139.0 $388.0 -167.0 -54.6% $2.79 -9.7%
5478 CV CAPSOVISION INC Healthcare 53.0 $386.0 +25.0 +89.3% $7.28 -7.0%
5479 AKTS AKTIS ONCOLOGY INC Healthcare 21.0 $376.0 NEW $17.90 +6.8%
5480 YATSEN HLDG LTD 122.0 $376.0 -25K -99.5% $3.08
Page 274 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%