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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 13 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FYLD CAMBRIA ETF TR 809,897.0 $26.3M 0.07% NEW $32.49 +18.9%
242 IDMO INVESCO EXCH TRADED FD TR II 473,235.0 $26.3M 0.07% NEW $55.57 +6.1%
243 GSY INVESCO ACTIVELY MANAGED EXC 522,041.0 $26.2M 0.07% NEW $50.25 -0.1%
244 PIMCO ETF TR 526,941.0 $26.2M 0.07% NEW $49.69
245 APH AMPHENOL CORP NEW Technology 192,637.0 $26.0M 0.07% NEW $135.14 -7.5%
246 JMUB J P MORGAN EXCHANGE TRADED F 515,077.0 $26.0M 0.07% NEW $50.50 -1.1%
247 CMCSA COMCAST CORP NEW Communication Services 866,565.0 $25.9M 0.07% NEW $29.89 -17.2%
248 BOXX EA SERIES TRUST 224,571.0 $25.8M 0.07% NEW $115.10 +1.4%
249 INTF ISHARES TR 684,245.0 $25.8M 0.07% NEW $37.75 +7.6%
250 ACGL ARCH CAP GROUP LTD Financial Services 268,083.0 $25.7M 0.07% NEW $95.92 -2.0%
251 BERKSHIRE HATHAWAY INC DEL 34.0 $25.7M 0.07% NEW $754794.12
252 GM GENERAL MTRS CO Consumer Cyclical 314,441.0 $25.6M 0.07% NEW $81.32 -4.4%
253 ED CONSOLIDATED EDISON INC Utilities 257,418.0 $25.6M 0.07% NEW $99.32 +7.9%
254 IYW ISHARES TR 127,828.0 $25.5M 0.07% NEW $199.68 +19.6%
255 DUK DUKE ENERGY CORP NEW Utilities 214,498.0 $25.1M 0.07% NEW $117.21 +6.1%
256 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,683.0 $25.1M 0.07% NEW $5355.33 -97.1%
257 CMDT PIMCO ETF TR 906,484.0 $25.0M 0.07% NEW $27.59 +25.3%
258 UBER UBER TECHNOLOGIES INC Technology 302,876.0 $24.7M 0.07% NEW $81.71 -8.6%
259 GOVT ISHARES TR 1,071,354.0 $24.7M 0.07% NEW $23.03 -2.0%
260 EVEREST GROUP LTD 72,592.0 $24.6M 0.07% NEW $339.35
Page 13 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%