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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 277 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5521 BLDP BALLARD PWR SYS INC NEW Industrials 100.0 $242.0 $2.42 +96.7%
5522 STXK EA SERIES TRUST 7.0 $241.0 $34.43 +4.3%
5523 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 16.0 $240.0 NEW $15.00 +2.6%
5524 DAO YOUDAO INC Consumer Defensive 23.0 $226.0 NEW $9.83 +22.1%
5525 ALLBIRDS INC 75.0 $226.0 $3.01
5526 FEIM FREQUENCY ELECTRS INC Technology 5.0 $221.0 +3.0 +150.0% $44.20 +31.1%
5527 WWR WESTWATER RES INC Basic Materials 335.0 $219.0 $0.65 -13.1%
5528 NOAH NOAH HLDGS LTD Financial Services 21.0 $208.0 NEW $9.90 +3.2%
5529 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 87.0 $205.0 -60.0 -40.8% $2.36 -0.3%
5530 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 575.0 $201.0 $0.35 -4.7%
5531 NVDD DIREXION SHARES ETF TRUST 5.0 $201.0 NEW $40.20 -22.5%
5532 SJT SAN JUAN BASIN RTY TR Energy 42.0 $200.0 -1K -96.0% $4.76 -12.6%
5533 CHGG CHEGG INC Consumer Defensive 269.0 $199.0 -274.0 -50.5% $0.74 +64.9%
5534 TGB TASEKO MINES LTD Basic Materials 30.0 $194.0 NEW $6.47 -1.2%
5535 VALARIS LTD 12.0 $192.0 $16.00
5536 OPENDOOR TECHNOLOGIES INC 779.0 $192.0 -40.0 -4.9% $0.25
5537 BMNR CALL BITMINE IMMERSION TECNOLOGIE Financial Services 100.0 $188.0 NEW $1.88 +931.4%
5538 OPENDOOR TECHNOLOGIES INC 779.0 $183.0 -40.0 -4.9% $0.23
5539 TWIN TWIN DISC INC Industrials 12.0 $181.0 -12.0 -50.0% $15.08 +4.7%
5540 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 129.0 $181.0 $1.40 +33.3%
Page 277 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%