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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 32 of 81  ·  1,606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CDE COEUR MNG INC Basic Materials 39,502.0 $741K 0.00% -6K -13.0% $18.77 -5.0%
622 ISMD NORTHERN LTS FD TR IV 18,494.0 $739K 0.00% -993.0 -5.1% $39.97 +14.0%
623 WAFD WAFD INC Financial Services 23,394.0 $735K 0.00% -1K -5.8% $31.40 +12.9%
624 XONE BONDBLOXX ETF TRUST 14,800.0 $733K 0.00% -425.0 -2.8% $49.52 -0.3%
625 PFBC PREFERRED BK LOS ANGELES CA Financial Services 8,059.0 $731K 0.00% -403.0 -4.8% $90.69 +4.4%
626 MKL MARKEL GROUP INC Financial Services 381.0 $729K 0.00% -4.0 -1.0% $1914.07 -3.2%
627 IYF ISHARES TR 6,139.0 $722K 0.00% -239.0 -3.8% $117.67 +4.9%
628 FELE FRANKLIN ELEC INC Industrials 7,826.0 $721K 0.00% -3K -27.8% $92.17 +4.9%
629 NAPR INNOVATOR ETFS TRUST 13,099.0 $715K 0.00% -5K -26.4% $54.62 +8.1%
630 FCN FTI CONSULTING INC Industrials 4,045.0 $715K 0.00% -2K -35.6% $176.77 -13.3%
631 LTC LTC PPTYS INC Real Estate 19,183.0 $713K 0.00% -279.0 -1.4% $37.16 +4.0%
632 IDOG ALPS ETF TR 17,057.0 $710K 0.00% -2K -8.1% $41.65 +4.5%
633 UWMC UWM HOLDINGS CORPORATION Financial Services 196,032.0 $710K 0.00% -28K -12.4% $3.62 -16.9%
634 KOCT INNOVATOR ETFS TRUST 20,825.0 $707K 0.00% -7K -26.5% $33.93 +7.1%
635 HCI HCI GROUP INC Financial Services 4,547.0 $703K 0.00% -2K -24.8% $154.61 +2.5%
636 CROX CROCS INC Consumer Cyclical 8,364.0 $694K 0.00% -8K -50.1% $83.02 +31.2%
637 INSM INSMED INC Healthcare 4,244.0 $694K 0.00% -103.0 -2.4% $163.52 -33.0%
638 CRL CHARLES RIV LABS INTL INC Healthcare 4,017.0 $693K 0.00% -288.0 -6.7% $172.51 -7.9%
639 RYN RAYONIER INC Real Estate 33,593.0 $693K 0.00% -40K -54.6% $20.62 -1.9%
640 CMCO COLUMBUS MCKINNON CORP N Y Industrials 47,642.0 $692K 0.00% -1K -2.2% $14.53 +0.9%
Page 32 of 81  ·  1,606 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%