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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 278 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5541 IAUX I-80 GOLD CORP Basic Materials 118.0 $179.0 -91.0 -43.5% $1.52 -4.1%
5542 KYNB KYNTRA BIO INC Healthcare 26.0 $176.0 $6.77 +1.6%
5543 SCYX SCYNEXIS INC Healthcare 191.0 $175.0 $0.92 -25.3%
5544 ETF OPPORTUNITIES TRUST 6.0 $174.0 NEW $29.00
5545 TNYA TENAYA THERAPEUTICS INC Healthcare 251.0 $174.0 -1K -83.9% $0.69 +12.2%
5546 FIIG FIRST TR EXCHANGE-TRADED FD 8.0 $166.0 $20.75 -1.4%
5547 EVMN EVOMMUNE INC Healthcare 7.0 $161.0 NEW $23.00 -3.3%
5548 FIRST TR EXCHANGE-TRADED FD 6.0 $159.0 $26.50
5549 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 74.0 $158.0 -291.0 -79.7% $2.14 +70.2%
5550 CRVO CERVOMED INC Healthcare 39.0 $154.0 -26.0 -40.0% $3.95 -21.2%
5551 ULBI ULTRALIFE CORP Industrials 23.0 $150.0 -8.0 -25.8% $6.52 -6.8%
5552 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 4.0 $147.0 NEW $36.75 -1.6%
5553 BW BABCOCK & WILCOX ENTERPRISES Industrials 10.0 $147.0 $14.70 +33.2%
5554 GRWG GROWGENERATION CORP Consumer Cyclical 132.0 $145.0 -52.0 -28.3% $1.10 +57.9%
5555 LNSR LENSAR INC Healthcare 24.0 $143.0 -2.0 -7.7% $5.96 -1.7%
5556 GORO GOLD RESOURCE CORP Basic Materials 119.0 $143.0 $1.20 +8.2%
5557 SDHC SMITH DOUGLAS HOMES CORP Real Estate 11.0 $141.0 -22.0 -66.7% $12.82 -12.0%
5558 INFU INFUSYSTEM HLDGS INC Healthcare 15.0 $138.0 -12.0 -44.4% $9.20 +9.8%
5559 KRMA GLOBAL X FDS 3.0 $136.0 NEW $45.33 +2.5%
5560 AREN THE ARENA GROUP HOLDINGS INC Communication Services 60.0 $130.0 +39.0 +185.7% $2.17 -29.4%
Page 278 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%