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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 94 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 CLOU GLOBAL X FDS 31,603.0 $616K 0.00% -8K -19.2% $19.50 +11.5%
1862 NBR NABORS INDUSTRIES LTD Energy 7,152.0 $616K 0.00% +6K +393.6% $86.06 +1.2%
1863 TTI TETRA TECHNOLOGIES INC DEL Energy 72,207.0 $615K 0.00% $8.52 +20.2%
1864 NNI NELNET INC Financial Services 4,767.0 $615K 0.00% +3K +150.9% $128.96 +1.1%
1865 IHS IHS HOLDING LIMITED Communication Services 74,615.0 $614K 0.00% -385.0 -0.5% $8.23 -1.1%
1866 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 7,247.0 $613K 0.00% +227.0 +3.2% $84.64 +4.2%
1867 VUSB VANGUARD BD INDEX FDS 12,320.0 $613K 0.00% -8K -38.3% $49.78 -0.2%
1868 PLAB PHOTRONICS INC Technology 15,165.0 $613K 0.00% +6K +56.9% $40.41 -16.8%
1869 ISCG ISHARES TR 11,174.0 $612K 0.00% -215K -95.1% $54.80 +16.3%
1870 PKW INVESCO EXCHANGE TRADED FD T 4,657.0 $611K 0.00% $131.25 +5.2%
1871 NWN NORTHWEST NAT HLDG CO Utilities 11,485.0 $611K 0.00% -682.0 -5.6% $53.22 -7.9%
1872 ESI ELEMENT SOLUTIONS INC Basic Materials 17,902.0 $611K 0.00% -2K -8.1% $34.14 +34.7%
1873 WK WORKIVA INC Technology 10,243.0 $611K 0.00% -23K -68.7% $59.63 -20.6%
1874 AES AES CORP Utilities 43,336.0 $611K 0.00% -7K -14.1% $14.09 +3.8%
1875 IRT INDEPENDENCE RLTY TR INC Real Estate 40,945.0 $610K 0.00% +2K +4.0% $14.89 +6.2%
1876 AOR ISHARES TR 9,441.0 $608K 0.00% +705.0 +8.1% $64.35 +8.4%
1877 SU SUNCOR ENERGY INC NEW Energy 9,173.0 $606K 0.00% +942.0 +11.4% $66.11 -16.3%
1878 PTON PELOTON INTERACTIVE INC Consumer Cyclical 141,305.0 $606K 0.00% +118K +511.5% $4.29 +34.5%
1879 PDP INVESCO EXCHANGE TRADED FD T 5,007.0 $605K 0.00% -902.0 -15.3% $120.74 +25.0%
1880 RGNX REGENXBIO INC Healthcare 72,115.0 $604K 0.00% -2K -2.4% $8.38 -6.9%
Page 94 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%