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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 105 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 HYLB DBX ETF TR 10,534.0 $388K 0.00% NEW $36.83 -0.7%
2082 CX CEMEX SAB DE CV Basic Materials 33,743.0 $388K 0.00% NEW $11.50 +14.9%
2083 NUMG NUSHARES ETF TR 8,109.0 $387K 0.00% NEW $47.72 -4.1%
2084 MXL MAXLINEAR INC Technology 22,122.0 $386K 0.00% NEW $17.45 +479.4%
2085 PEB PEBBLEBROOK HOTEL TR Real Estate 34,133.0 $386K 0.00% NEW $11.31 +37.0%
2086 CRGY CRESCENT ENERGY COMPANY Energy 45,917.0 $385K 0.00% NEW $8.38 +40.7%
2087 HXL HEXCEL CORP NEW Industrials 5,190.0 $384K 0.00% NEW $73.99 +19.2%
2088 OWL BLUE OWL CAPITAL INC Financial Services 25,681.0 $384K 0.00% NEW $14.95 -32.3%
2089 UFOX ETF SER SOLUTIONS 6,015.0 $384K 0.00% NEW $63.84 +60.2%
2090 BUSE FIRST BUSEY CORP Financial Services 16,091.0 $383K 0.00% NEW $23.80 +14.1%
2091 ACCO ACCO BRANDS CORP Industrials 102,086.0 $381K 0.00% NEW $3.73 +9.3%
2092 FDLO FIDELITY COVINGTON TRUST 5,693.0 $380K 0.00% NEW $66.75 +5.1%
2093 EWJ ISHARES INC 4,701.0 $380K 0.00% NEW $80.83 +14.2%
2094 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 12,969.0 $379K 0.00% NEW $29.22 +18.6%
2095 CYD CHINA YUCHAI INTL LTD Industrials 10,650.0 $378K 0.00% NEW $35.49 +68.2%
2096 VFH VANGUARD WORLD FD 2,816.0 $376K 0.00% NEW $133.52 -5.4%
2097 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 175.0 $376K 0.00% NEW $2148.57 -7.2%
2098 NOVT NOVANTA INC Technology 3,149.0 $375K 0.00% NEW $119.09 +35.6%
2099 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,358.0 $375K 0.00% NEW $276.14 +12.9%
2100 FIDELITY COVINGTON TRUST 5,054.0 $375K 0.00% NEW $74.20
Page 105 of 279  ·  5,577 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 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%