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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 111 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 PAAS PAN AMERN SILVER CORP Basic Materials 6,317.0 $327K 0.00% NEW $51.77 +7.5%
2202 FSMD FIDELITY COVINGTON TRUST 7,410.0 $327K 0.00% NEW $44.13 +14.0%
2203 ENTA ENANTA PHARMACEUTICALS INC Healthcare 20,666.0 $326K 0.00% NEW $15.77 -16.1%
2204 HNDL STRATEGY SHS 14,773.0 $325K 0.00% NEW $22.00 +4.3%
2205 CNQ CANADIAN NAT RES LTD Energy 9,615.0 $325K 0.00% NEW $33.80 +35.8%
2206 TRST TRUSTCO BK CORP N Y Financial Services 7,853.0 $325K 0.00% NEW $41.39 +23.3%
2207 PLUS EPLUS INC Technology 3,704.0 $325K 0.00% NEW $87.74 +1.7%
2208 JOBY JOBY AVIATION INC Industrials 24,506.0 $323K 0.00% NEW $13.18 -6.1%
2209 INDIVIOR PLC 9,002.0 $323K 0.00% NEW $35.88
2210 JBT MAREL CORPORATION 2,142.0 $323K 0.00% NEW $150.79
2211 FFA FIRST TR ENHANCED EQUITY INC Financial Services 14,649.0 $323K 0.00% NEW $22.05 +4.3%
2212 AZZ AZZ INC Industrials 3,004.0 $322K 0.00% NEW $107.19 +30.3%
2213 MISL FIRST TR EXCHANGE-TRADED FD 7,526.0 $322K 0.00% NEW $42.79 +14.7%
2214 NBXG NEUBERGER NEXT GENERATION Financial Services 22,276.0 $322K 0.00% NEW $14.46 +14.6%
2215 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 8,192.0 $321K 0.00% NEW $39.18 +7.4%
2216 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 5,128.0 $320K 0.00% NEW $62.40 +1.4%
2217 UUUU ENERGY FUELS INC Energy 21,979.0 $320K 0.00% NEW $14.56 +29.3%
2218 OPLN OPENLANE INC Consumer Cyclical 10,752.0 $320K 0.00% NEW $29.76 +25.6%
2219 ANGLOGOLD ASHANTI PLC 3,743.0 $319K 0.00% NEW $85.23
2220 CYBERARK SOFTWARE LTD 715.0 $319K 0.00% NEW $446.15
Page 111 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%