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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 275 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5481 PSNL PERSONALIS INC Healthcare 24.0 NEW
5482 EIC EAGLE POINT INCOME COMPANY I Financial Services 31.0 NEW
5483 OPRT OPORTUN FINL CORP Financial Services 48.0 NEW
5484 CAN CANAAN INC Technology 120.0 NEW
5485 LYRA LYRA THERAPEUTICS INC Healthcare 1.0 NEW
5486 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 55.0 NEW
5487 ALXO ALX ONCOLOGY HLDGS INC Healthcare 96.0 NEW
5488 MMLG FIRST TR EXCHNG TRADED FD VI 4.0 NEW
5489 TOI THE ONCOLOGY INSTITUTE INC Healthcare 3.0 NEW
5490 LNSR LENSAR INC Healthcare 26.0 NEW
5491 STTK SHATTUCK LABS INC Healthcare 43.0 NEW
5492 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 395.0 NEW
5493 AVSF AMERICAN CENTY ETF TR 1.0 NEW
5494 GLSI GREENWICH LIFESCIENCES INC Healthcare 18.0 NEW
5495 SST SYSTEM1 INC Industrials 115.0 NEW
5496 IAUX I-80 GOLD CORP Basic Materials 209.0 NEW
5497 JANX JANUX THERAPEUTICS INC Healthcare 29.0 NEW
5498 TKNO ALPHA TEKNOVA INC Healthcare 68.0 NEW
5499 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 147.0 NEW
5500 CVRX CVRX INC Healthcare 44.0 NEW
Page 275 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%