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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 276 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5501 GAMESTOP CORP NEW 75.0 $290.0 -8.0 -9.6% $3.87
5502 RNA ATRIUM THERAPEUTICS INC Healthcare 21.0 $281.0 NEW $13.38 -3.2%
5503 RBKB RHINEBECK BANCORP INC Financial Services 18.0 $278.0 $15.44 +2.0%
5504 SAFX XCF GLOBAL INC Energy 746.0 $273.0 -86.0 -10.3% $0.37 +8.0%
5505 XXRP LISTED FDS TR 70.0 $269.0 NEW $3.84 -1.1%
5506 SRV NXG CUSHING MIDSTREAM ENERGY Financial Services 6.0 $267.0 NEW $44.50 +9.1%
5507 PLRX PLIANT THERAPEUTICS INC Healthcare 212.0 $267.0 -179.0 -45.8% $1.26 -4.7%
5508 IGC IGC PHARMA INC Healthcare 1,000.0 $263.0 NEW $0.26 +6.8%
5509 VCX FUNDRISE INNOVATION FD LLC Financial Services 2.0 $262.0 NEW $131.00 +76.2%
5510 GEN DIGITAL INC 554.0 $261.0 $0.47
5511 CRBU CARIBOU BIOSCIENCES INC Healthcare 137.0 $260.0 -438.0 -76.2% $1.90 +5.4%
5512 DERM JOURNEY MED CORP Healthcare 55.0 $258.0 +16.0 +41.0% $4.69 +31.5%
5513 HAFN HAFNIA LTD Industrials 34.0 $258.0 NEW $7.59 +14.9%
5514 INOVIO PHARMACEUTICALS INC 146.0 $254.0 $1.74
5515 STTK SHATTUCK LABS INC Healthcare 39.0 $251.0 -4.0 -9.3% $6.44 -10.0%
5516 QTTB Q32 BIO INC Healthcare 39.0 $250.0 -15.0 -27.8% $6.41 -11.5%
5517 EHI WESTERN ASSET GBL HIGH INC F Financial Services 42.0 $248.0 $5.90 +1.4%
5518 SIMO SILICON MOTION TECHNOLOGY CO Technology 2.0 $248.0 $124.00 +104.0%
5519 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 88.0 $246.0 -373.0 -80.9% $2.80 +9.1%
5520 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 71.0 $242.0 -59.0 -45.4% $3.41 +39.9%
Page 276 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%