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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 41 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SCHM SCHWAB STRATEGIC TR 166,139.0 $5.1M 0.01% -8K -4.8% $30.96 +11.6%
802 TREX TREX INC Industrials 140,770.0 $5.1M 0.01% +55K +63.7% $36.42 +5.0%
803 NDAQ NASDAQ INC Financial Services 60,327.0 $5.1M 0.01% -3K -4.2% $84.89 +6.5%
804 SJNK SPDR SERIES TRUST 204,815.0 $5.1M 0.01% -50K -19.7% $24.98 +0.2%
805 ITW ILLINOIS TOOL WKS INC Industrials 19,570.0 $5.1M 0.01% +664.0 +3.5% $260.29 -4.0%
806 RPV INVESCO EXCHANGE TRADED FD T 47,271.0 $5.1M 0.01% -13K -21.6% $107.39 +3.9%
807 BBWI BATH & BODY WORKS INC Consumer Cyclical 270,962.0 $5.1M 0.01% +46K +20.4% $18.67 -7.2%
808 ROIV ROIVANT SCIENCES LTD Healthcare 181,899.0 $5.0M 0.01% +170K +1437.2% $27.70 +17.0%
809 LSCC LATTICE SEMICONDUCTOR CORP Technology 54,306.0 $5.0M 0.01% -11K -16.9% $92.76 +50.2%
810 DISV DIMENSIONAL ETF TRUST 127,172.0 $5.0M 0.01% -8K -6.1% $39.44 +7.0%
811 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 12,794.0 $5.0M 0.01% +969.0 +8.2% $391.76 +91.7%
812 EVUS ISHARES TR 156,705.0 $5.0M 0.01% +6K +3.7% $31.83 +9.0%
813 CTAS CINTAS CORP Industrials 29,448.0 $5.0M 0.01% +5K +20.6% $169.14 +1.9%
814 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 60,501.0 $5.0M 0.01% +13K +26.4% $82.13 -17.8%
815 IJT ISHARES TR 34,297.0 $5.0M 0.01% +257.0 +0.8% $144.71 +11.0%
816 FNOV FIRST TR EXCHNG TRADED FD VI 92,811.0 $5.0M 0.01% -4K -4.2% $53.40 +8.5%
817 SAIC SCIENCE APPLICATIONS INTL CO Technology 51,872.0 $4.9M 0.01% +34K +185.6% $94.92 +1.7%
818 GLPI GAMING & LEISURE P Real Estate 110,968.0 $4.9M 0.01% +25K +29.5% $44.37 +7.1%
819 PSTG EVERPURE INC Technology 83,154.0 $4.9M 0.01% +7K +9.6% $59.04 +41.9%
820 HYBL SSGA ACTIVE TR 176,317.0 $4.9M 0.01% +61K +53.0% $27.84 +0.8%
Page 41 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%