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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 73 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 CFR CULLEN FROST BANKERS INC Financial Services 8,828.0 $1.2M 0.00% +4K +68.4% $137.07 +6.2%
1442 SEADRILL LTD 26,561.0 $1.2M 0.00% -397.0 -1.5% $45.50
1443 FTXR FIRST TR EXCHANGE TRADED FD 31,504.0 $1.2M 0.00% +31K +7076.3% $38.11 +15.2%
1444 WEBULL CORP 247,806.0 $1.2M 0.00% NEW $4.80
1445 BLOK AMPLIFY ETF TR 23,846.0 $1.2M 0.00% -1K -5.8% $49.81 +31.9%
1446 NOV NOV INC Energy 62,988.0 $1.2M 0.00% +18K +40.9% $18.81 +2.6%
1447 BCPC BALCHEM CORP Basic Materials 6,955.0 $1.2M 0.00% +424.0 +6.5% $169.48 -3.0%
1448 ISHARES TR 57,684.0 $1.2M 0.00% +508.0 +0.9% $20.40
1449 HAFC HANMI FINL CORP Financial Services 44,553.0 $1.2M 0.00% +356.0 +0.8% $26.36 +16.6%
1450 AVNT AVIENT CORPORATION Basic Materials 32,350.0 $1.2M 0.00% +20K +171.9% $36.30 +1.5%
1451 QTUM ETF SER SOLUTIONS 10,941.0 $1.2M 0.00% +4K +61.8% $107.30 +51.4%
1452 BIOHAVEN LTD 138,410.0 $1.2M 0.00% +73K +110.6% $8.46
1453 IYG ISHARES TR 14,111.0 $1.2M 0.00% $82.84 +10.4%
1454 FCVT FIRST TR EXCHANGE-TRADED FD 26,376.0 $1.2M 0.00% +20K +313.1% $44.18 +21.7%
1455 RWO SPDR INDEX SHS FDS 25,273.0 $1.2M 0.00% $45.77 +7.0%
1456 OGS ONE GAS INC Utilities 13,411.0 $1.2M 0.00% +7K +105.8% $86.13 -11.7%
1457 PAA PLAINS ALL AMERN PIPELINE L Energy 51,715.0 $1.2M 0.00% $22.33 -3.4%
1458 CSL CARLISLE COS INC Industrials 3,453.0 $1.2M 0.00% -445.0 -11.4% $333.62 +2.5%
1459 PARR PAR PAC HOLDINGS INC Energy 18,369.0 $1.2M 0.00% -109.0 -0.6% $62.64 -18.8%
1460 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 11,100.0 $1.1M 0.00% +300.0 +2.8% $103.47 +616.2%
Page 73 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%