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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 28 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HWM HOWMET AEROSPACE INC Industrials 45,203.0 $10.4M 0.03% -1K -2.8% $230.46 +12.8%
542 BITB BITWISE BITCOIN ETF TR Financial Services 282,917.0 $10.4M 0.03% +5K +1.6% $36.81 +14.5%
543 UAL UNITED AIRLS HLDGS INC Industrials 112,706.0 $10.4M 0.03% +28K +33.7% $92.07 +6.5%
544 SF STIFEL FINL CORP Financial Services 140,171.0 $10.4M 0.03% +78K +125.3% $73.92 -1.1%
545 CRS CARPENTER TECHNOLOGY CORP Industrials 26,236.0 $10.3M 0.03% +8K +44.9% $394.15 +11.2%
546 BX BLACKSTONE INC Financial Services 89,727.0 $10.3M 0.03% +14K +18.1% $114.99 +3.1%
547 ARKK ARK ETF TR 152,546.0 $10.3M 0.03% -24K -13.5% $67.59 +13.4%
548 XSOE WISDOMTREE TR 256,848.0 $10.3M 0.03% -4K -1.5% $40.10 +17.1%
549 IWS ISHARES TR 70,638.0 $10.3M 0.03% -3K -3.7% $145.74 +8.1%
550 FELG FIDELITY COVINGTON TRUST 274,425.0 $10.3M 0.03% +31K +12.9% $37.49 +17.6%
551 AXS AXIS CAP HLDGS LTD Financial Services 101,089.0 $10.3M 0.03% +9K +9.8% $101.41 -0.7%
552 AA ALCOA CORP Basic Materials 154,278.0 $10.2M 0.03% +55K +55.8% $66.33 -0.1%
553 FTSL FIRST TR EXCHANGE-TRADED FD 226,914.0 $10.2M 0.03% -85K -27.3% $44.80 +0.3%
554 BIIB BIOGEN INC Healthcare 55,175.0 $10.1M 0.03% +6K +12.9% $183.33 +3.3%
555 POCT INNOVATOR ETFS TRUST 234,311.0 $10.1M 0.03% -11K -4.6% $43.11 +6.6%
556 ITT ITT INC Industrials 52,916.0 $10.1M 0.03% +34K +177.2% $190.53 +1.1%
557 SYK STRYKER CORPORATION Healthcare 30,671.0 $10.1M 0.03% +11K +55.3% $328.59 -2.2%
558 XLP SELECT SECTOR SPDR TR 122,906.0 $10.1M 0.03% +33K +36.5% $81.98 +3.3%
559 RL RALPH LAUREN CORP Consumer Cyclical 29,113.0 $10.0M 0.03% +3K +12.3% $343.99 -4.3%
560 SPYD SPDR SERIES TRUST 219,683.0 $10.0M 0.03% +45K +25.6% $45.52 +3.8%
Page 28 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%