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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 26 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NEAR ISHARES U S ETF TR 211,567.0 $10.8M 0.03% NEW $51.10 -1.0%
502 POCT INNOVATOR ETFS TRUST 245,589.0 $10.8M 0.03% NEW $43.92 +4.4%
503 AVSC AMERICAN CENTY ETF TR 181,631.0 $10.7M 0.03% NEW $58.74 +13.6%
504 THC TENET HEALTHCARE CORP Healthcare 53,435.0 $10.6M 0.03% NEW $198.73 -1.0%
505 FMDE FIDELITY COVINGTON TRUST 291,455.0 $10.6M 0.03% NEW $36.38 +5.4%
506 PAPR INNOVATOR ETFS TRUST 270,698.0 $10.6M 0.03% NEW $39.12 +7.0%
507 FLXR TCW ETF TRUST 266,395.0 $10.5M 0.03% NEW $39.60 -1.4%
508 IWN ISHARES TR 58,179.0 $10.5M 0.03% NEW $181.22 +13.7%
509 HYG ISHARES TR 130,314.0 $10.5M 0.03% NEW $80.63 -1.3%
510 BWA BORGWARNER INC Consumer Cyclical 231,949.0 $10.5M 0.03% NEW $45.06 +37.2%
511 PNFP PINNACLE FINL PARTNERS INC Financial Services 109,279.0 $10.4M 0.03% NEW $95.41 -1.5%
512 DHI D R HORTON INC Consumer Cyclical 72,040.0 $10.4M 0.03% NEW $144.03 -6.0%
513 IWS ISHARES TR 73,355.0 $10.3M 0.03% NEW $141.05 +10.2%
514 AKAM AKAMAI TECHNOLOGIES INC Technology 117,981.0 $10.3M 0.03% NEW $87.25 +72.8%
515 BLK BLACKROCK INC Financial Services 9,605.0 $10.3M 0.03% NEW $1070.28 +1.1%
516 VYM VANGUARD WHITEHALL FDS 71,445.0 $10.3M 0.03% NEW $143.52 +9.1%
517 BSCT INVESCO EXCH TRD SLF IDX FD 543,164.0 $10.2M 0.03% NEW $18.83 -1.6%
518 PINS PINTEREST INC Communication Services 394,969.0 $10.2M 0.03% NEW $25.89 -24.8%
519 JSML JANUS DETROIT STR TR 138,600.0 $10.2M 0.03% NEW $73.56 +10.7%
520 SLYV SPDR SERIES TRUST 112,085.0 $10.2M 0.03% NEW $90.97 +10.8%
Page 26 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%