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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 37 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FMB FIRST TR EXCH TRADED FD III 123,047.0 $6.2M 0.02% -9K -6.8% $50.66 +0.0%
722 WWD WOODWARD INC Industrials 17,416.0 $6.2M 0.02% -2K -11.5% $357.92 -1.8%
723 IWO ISHARES TR 19,864.0 $6.2M 0.02% -360.0 -1.8% $313.80 +18.7%
724 BBAG J P MORGAN EXCHANGE TRADED F 134,198.0 $6.2M 0.02% +12K +10.2% $46.16 -1.1%
725 ROP ROPER TECHNOLOGIES INC Industrials 17,484.0 $6.2M 0.02% -10K -37.5% $353.86 -7.6%
726 BSJQ INVESCO EXCH TRD SLF IDX FD 266,522.0 $6.2M 0.02% -32K -10.6% $23.18 -0.3%
727 MASI MASIMO CORP Healthcare 34,690.0 $6.2M 0.02% +16K +87.2% $177.87 +0.5%
728 RBC RBC BEARINGS INC Industrials 11,314.0 $6.1M 0.02% +6K +98.0% $543.12 +3.1%
729 IBDU ISHARES TR 263,881.0 $6.1M 0.02% +36K +15.6% $23.26 -0.6%
730 PCOR PROCORE TECHNOLOGIES INC Technology 107,454.0 $6.1M 0.02% +100K +1378.2% $57.00 -17.8%
731 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 103,637.0 $6.1M 0.02% +6K +6.2% $59.03 +11.8%
732 CGXU CAPITAL GROUP INTL FOCUS EQT 207,441.0 $6.1M 0.02% +100K +93.6% $29.49 +13.7%
733 DAR DARLING INGREDIENTS INC Consumer Defensive 98,710.0 $6.1M 0.02% +80K +427.8% $61.85 -5.3%
734 CVLC MORGAN STANLEY ETF TRUST 75,860.0 $6.1M 0.02% +7K +9.7% $80.06 +15.8%
735 EPD ENTERPRISE PRODS PARTNERS L Energy 159,724.0 $6.0M 0.02% -5K -3.2% $37.84 +4.7%
736 BPOP POPULAR INC Financial Services 44,953.0 $6.0M 0.02% +781.0 +1.8% $134.17 +12.2%
737 BLES NORTHERN LTS FD TR IV 135,364.0 $6.0M 0.02% -17K -11.3% $44.35 +7.4%
738 MCHP MICROCHIP TECHNOLOGY INC. Technology 90,746.0 $5.9M 0.01% +11K +14.4% $64.61 +44.6%
739 OSK OSHKOSH CORP Industrials 39,703.0 $5.8M 0.01% +2K +6.0% $147.21 -12.7%
740 AMT AMERICAN TOWER CORP Real Estate 33,623.0 $5.8M 0.01% -10K -22.8% $172.58 +6.5%
Page 37 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%