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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 108 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 FENY FIDELITY COVINGTON TRUST 14,419.0 $357K 0.00% NEW $24.76 +27.8%
2142 SEI SOLARIS ENERGY INFRAS INC Energy 7,758.0 $357K 0.00% NEW $46.02 +55.4%
2143 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,959.0 $356K 0.00% NEW $89.92 -6.4%
2144 MCCORMICK & CO INC 5,230.0 $356K 0.00% NEW $68.07
2145 CSR CENTERSPACE Real Estate 5,342.0 $356K 0.00% NEW $66.64 +1.6%
2146 BANC BANC OF CALIFORNIA INC Financial Services 18,465.0 $356K 0.00% NEW $19.28 -1.4%
2147 GRNT GRANITE RIDGE RESOURCES INC Energy 75,808.0 $356K 0.00% NEW $4.70 +6.5%
2148 SCHI SCHWAB STRATEGIC TR 15,451.0 $355K 0.00% NEW $22.98 -1.5%
2149 ESLT ELBIT SYS LTD Industrials 615.0 $355K 0.00% NEW $577.24 +43.6%
2150 CWI SPDR INDEX SHS FDS 9,884.0 $355K 0.00% NEW $35.92 +13.4%
2151 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,778.0 $352K 0.00% NEW $197.98 +10.7%
2152 CADENCE BANK 8,224.0 $352K 0.00% NEW $42.80
2153 HLIT HARMONIC INC Technology 35,529.0 $351K 0.00% NEW $9.88 +73.2%
2154 NWBI NORTHWEST BANCSHARES INC MD Financial Services 29,237.0 $351K 0.00% NEW $12.01 +15.9%
2155 FOX FOX CORP Communication Services 5,408.0 $351K 0.00% NEW $64.90 -9.7%
2156 MSBI MIDLAND STATES BANCORP INC Financial Services 16,546.0 $350K 0.00% NEW $21.15 +31.5%
2157 PUTNAM ETF TRUST 44,825.0 $350K 0.00% NEW $7.81
2158 SMR NUSCALE PWR CORP Utilities 24,720.0 $350K 0.00% NEW $14.16 -14.8%
2159 FEOE RBB FUND TRUST 7,200.0 $348K 0.00% NEW $48.33 +12.2%
2160 MDU MDU RES GROUP INC Industrials 17,827.0 $348K 0.00% NEW $19.52 +12.2%
Page 108 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%