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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 110 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 FEDERATED HERMES INC 6,538.0 $340K 0.00% NEW $52.00
2182 LXP INDUSTRIAL TRUST 6,863.0 $340K 0.00% NEW $49.54
2183 COMT ISHARES U S ETF TR 13,637.0 $339K 0.00% NEW $24.86 +35.8%
2184 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3,544.0 $338K 0.00% NEW $95.37 +21.5%
2185 CUSHMAN AND WAKEFIELD LTD 20,877.0 $338K 0.00% NEW $16.19
2186 WYNN WYNN RESORTS LTD Consumer Cyclical 2,800.0 $337K 0.00% NEW $120.36 -18.7%
2187 VICR VICOR CORP Technology 3,070.0 $336K 0.00% NEW $109.45 +216.0%
2188 HBCP HOME BANCORP INC Financial Services 5,815.0 $336K 0.00% NEW $57.78 +12.2%
2189 SITM SITIME CORP Technology 951.0 $336K 0.00% NEW $353.31 +105.5%
2190 BLKB BLACKBAUD INC Technology 5,268.0 $334K 0.00% NEW $63.40 -52.6%
2191 JJSF J & J SNACK FOODS CORP Consumer Defensive 3,694.0 $334K 0.00% NEW $90.42 -14.4%
2192 GJAN FIRST TR EXCHNG TRADED FD VI 7,795.0 $334K 0.00% NEW $42.85 +4.6%
2193 BBBS BONDBLOXX ETF TRUST 6,488.0 $334K 0.00% NEW $51.48 -0.8%
2194 TRIP TRIPADVISOR INC Consumer Cyclical 22,863.0 $333K 0.00% NEW $14.57 -30.0%
2195 KT KT CORP Communication Services 17,478.0 $332K 0.00% NEW $19.00 -6.8%
2196 ECG EVERUS CONSTR GROUP Industrials 3,872.0 $331K 0.00% NEW $85.49 +77.2%
2197 SNCY SUN CTRY AIRLS HLDGS INC Industrials 22,933.0 $330K 0.00% NEW $14.39 +12.4%
2198 EWC ISHARES INC 6,098.0 $329K 0.00% NEW $53.95 +8.0%
2199 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 25,978.0 $329K 0.00% NEW $12.66 -1.5%
2200 MATIV HOLDINGS INC 27,007.0 $328K 0.00% NEW $12.14
Page 110 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%