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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 112 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 OUSTER INC 14,697.0 $318K 0.00% NEW $21.64
2222 FRONTIER COMMUNICATIONS PARE 8,347.0 $318K 0.00% NEW $38.10
2223 TIGR UP FINTECH HLDG LTD Financial Services 33,299.0 $318K 0.00% NEW $9.55 -46.6%
2224 ST SENSATA TECHNOLOGIES HLDG PL Technology 9,526.0 $317K 0.00% NEW $33.28 +51.8%
2225 FTDR FRONTDOOR INC Consumer Cyclical 5,494.0 $317K 0.00% NEW $57.70 +7.4%
2226 IMCV ISHARES TR 3,837.0 $316K 0.00% NEW $82.36 +9.1%
2227 BLBD BLUE BIRD CORP Consumer Cyclical 6,707.0 $315K 0.00% NEW $46.97 +50.9%
2228 TMFC RBB FD INC 4,355.0 $313K 0.00% NEW $71.87 +8.4%
2229 IXG ISHARES TR 2,590.0 $313K 0.00% NEW $120.85 +0.9%
2230 AAL AMERICAN AIRLS GROUP INC Industrials 20,373.0 $312K 0.00% NEW $15.31 -2.6%
2231 HLF HERBALIFE LTD Consumer Defensive 24,229.0 $312K 0.00% NEW $12.88 -4.6%
2232 AOA ISHARES TR 3,481.0 $312K 0.00% NEW $89.63 +8.9%
2233 TUSI TOUCHSTONE ETF TRUST 12,292.0 $311K 0.00% NEW $25.30 +0.3%
2234 FG F&G ANNUITIES & LIFE INC Financial Services 10,055.0 $310K 0.00% NEW $30.83 -9.3%
2235 OLED UNIVERSAL DISPLAY CORP Technology 2,653.0 $310K 0.00% NEW $116.85 -21.4%
2236 VOD VODAFONE GROUP PLC NEW Communication Services 23,403.0 $309K 0.00% NEW $13.20 +12.5%
2237 PLAB PHOTRONICS INC Technology 9,663.0 $309K 0.00% NEW $31.98 +67.3%
2238 BIP BROOKFIELD INFRAST PARTNERS Utilities 8,884.0 $309K 0.00% NEW $34.78 +11.4%
2239 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,206.0 $307K 0.00% NEW $95.76 +25.6%
2240 RIG TRANSOCEAN LTD Energy 74,406.0 $307K 0.00% NEW $4.13 +49.8%
Page 112 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%