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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 16 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EVRG EVERGY INC Utilities 287,819.0 $20.9M 0.06% NEW $72.49 +14.1%
302 SJM SMUCKER J M CO Consumer Defensive 212,499.0 $20.8M 0.06% NEW $97.81 +2.4%
303 NEE NEXTERA ENERGY INC Utilities 258,140.0 $20.7M 0.06% NEW $80.28 +19.2%
304 ARKW ARK ETF TR 140,200.0 $20.7M 0.06% NEW $147.73 -3.1%
305 PDBC INVESCO ACTVELY MNGD ETC FD 1,562,307.0 $20.7M 0.06% NEW $13.25 +40.4%
306 EMXC ISHARES INC 284,438.0 $20.7M 0.06% NEW $72.68 +28.8%
307 WRB BERKLEY W R CORP Financial Services 294,091.0 $20.6M 0.06% NEW $70.12 -5.8%
308 JCPB J P MORGAN EXCHANGE TRADED F 432,212.0 $20.5M 0.06% NEW $47.35 -1.8%
309 MEDP MEDPACE HLDGS INC Healthcare 36,346.0 $20.4M 0.06% NEW $561.66 -25.4%
310 XLF SELECT SECTOR SPDR TR 372,310.0 $20.4M 0.06% NEW $54.77 -6.6%
311 INCY INCYTE CORP Healthcare 205,824.0 $20.3M 0.06% NEW $98.77 -1.2%
312 NEM NEWMONT CORP Basic Materials 202,892.0 $20.3M 0.06% NEW $99.85 +16.5%
313 MMM 3M CO Industrials 125,815.0 $20.1M 0.06% NEW $160.10 -9.4%
314 CDC VICTORY PORTFOLIOS II 305,071.0 $20.1M 0.05% NEW $65.89 +8.5%
315 IJR ISHARES TR 166,918.0 $20.1M 0.05% NEW $120.18 +11.4%
316 IBIT ISHARES BITCOIN TRUST ETF Financial Services 402,283.0 $20.0M 0.05% NEW $49.65 -9.7%
317 BLACKROCK ETF TRUST 268,185.0 $19.9M 0.05% NEW $74.09
318 MRVL MARVELL TECHNOLOGY INC Technology 232,703.0 $19.8M 0.05% NEW $84.98 +114.9%
319 BUFD FIRST TR EXCHNG TRADED FD VI 699,507.0 $19.8M 0.05% NEW $28.24 +4.2%
320 SPLV INVESCO EXCH TRADED FD TR II 275,453.0 $19.7M 0.05% NEW $71.42 +1.3%
Page 16 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%