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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 23 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ISCG ISHARES TR 226,396.0 $12.6M 0.03% NEW $55.46 +8.1%
442 AME AMETEK INC Industrials 61,131.0 $12.6M 0.03% NEW $205.31 +10.3%
443 MLI MUELLER INDS INC Industrials 108,958.0 $12.5M 0.03% NEW $114.80 +19.8%
444 SPBC SIMPLIFY EXCHANGE TRADED FUN 279,525.0 $12.5M 0.03% NEW $44.72 +6.4%
445 ROP ROPER TECHNOLOGIES INC Industrials 27,966.0 $12.4M 0.03% NEW $445.15 -26.2%
446 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 148,724.0 $12.3M 0.03% NEW $83.00 -39.7%
447 IGV ISHARES TR 116,463.0 $12.3M 0.03% NEW $105.69 -12.6%
448 EXACT SCIENCES CORP 121,092.0 $12.3M 0.03% NEW $101.56
449 SPOT SPOTIFY TECHNOLOGY S A Communication Services 21,066.0 $12.2M 0.03% NEW $580.70 -23.5%
450 USB US BANCORP DEL Financial Services 229,220.0 $12.2M 0.03% NEW $53.36 +0.3%
451 ADT ADT INC DEL Industrials 1,514,768.0 $12.2M 0.03% NEW $8.07 -14.1%
452 VXF VANGUARD INDEX FDS 58,447.0 $12.2M 0.03% NEW $209.11 +7.2%
453 ISHARES TR 541,954.0 $12.2M 0.03% NEW $22.47
454 CATH GLOBAL X FDS 147,621.0 $12.1M 0.03% NEW $82.22 +7.5%
455 IBDS ISHARES TR 499,775.0 $12.1M 0.03% NEW $24.28 -0.4%
456 DE DEERE & CO Industrials 26,027.0 $12.1M 0.03% NEW $465.56 +21.2%
457 MRSH MARSH & MCLENNAN COS INC Financial Services 64,363.0 $11.9M 0.03% NEW $185.53 -11.2%
458 CVS CVS HEALTH CORP Healthcare 150,215.0 $11.9M 0.03% NEW $79.36 +20.6%
459 OMC OMNICOM GROUP INC Communication Services 146,704.0 $11.8M 0.03% NEW $80.75 -9.6%
460 GDE WISDOMTREE TR 191,076.0 $11.8M 0.03% NEW $61.62 +10.2%
Page 23 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%