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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 109 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 XHB SPDR SERIES TRUST 3,378.0 $348K 0.00% NEW $103.02 +0.3%
2162 SBCF SEACOAST BKG CORP FLA Financial Services 11,083.0 $348K 0.00% NEW $31.40 -3.3%
2163 ARGX ARGENX SE Healthcare 412.0 $347K 0.00% NEW $842.23 -2.6%
2164 RDVT RED VIOLET INC Technology 6,089.0 $347K 0.00% NEW $56.99 -8.3%
2165 IONQ IONQ INC Technology 7,726.0 $347K 0.00% NEW $44.91 +45.6%
2166 SANA SANA BIOTECHNOLOGY INC Healthcare 85,106.0 $346K 0.00% NEW $4.07 -24.7%
2167 OLYMPIC STEEL INC 8,089.0 $346K 0.00% NEW $42.77
2168 CNO CNO FINL GROUP INC Financial Services 8,157.0 $346K 0.00% NEW $42.42 +9.3%
2169 BAR GRANITESHARES GOLD TR Financial Services 8,144.0 $346K 0.00% NEW $42.49 +3.1%
2170 VKTX VIKING THERAPEUTICS INC Healthcare 9,799.0 $345K 0.00% NEW $35.21 -10.1%
2171 FUTU FUTU HLDGS LTD Financial Services 2,103.0 $345K 0.00% NEW $164.05 -32.8%
2172 HDB HDFC BANK LTD Financial Services 9,439.0 $345K 0.00% NEW $36.55 -34.9%
2173 GMAY FIRST TR EXCHNG TRADED FD VI 8,365.0 $345K 0.00% NEW $41.24 +4.0%
2174 EGP EASTGROUP PPTYS INC Real Estate 1,931.0 $344K 0.00% NEW $178.15 +15.5%
2175 DFIC DIMENSIONAL ETF TRUST 9,943.0 $343K 0.00% NEW $34.50 +10.7%
2176 ALKS ALKERMES PLC Healthcare 12,242.0 $343K 0.00% NEW $28.02 +35.9%
2177 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,004.0 $343K 0.00% NEW $171.16 +134.1%
2178 TDY TELEDYNE TECHNOLOGIES INC Technology 671.0 $343K 0.00% NEW $511.18 +19.8%
2179 BUG GLOBAL X FDS 11,241.0 $342K 0.00% NEW $30.42 +7.8%
2180 AMER SPORTS INC 9,112.0 $340K 0.00% NEW $37.31
Page 109 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%