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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 27 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 WELL WELLTOWER INC Real Estate 54,923.0 $10.2M 0.03% NEW $185.61 +15.2%
522 XSOE WISDOMTREE TR 260,656.0 $10.2M 0.03% NEW $39.02 +18.4%
523 HON HONEYWELL INTL INC Industrials 52,120.0 $10.2M 0.03% NEW $195.09 +9.3%
524 CW CURTISS WRIGHT CORP Industrials 18,425.0 $10.2M 0.03% NEW $551.26 +29.3%
525 FELG FIDELITY COVINGTON TRUST 243,039.0 $10.1M 0.03% NEW $41.70 +5.3%
526 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 25,475.0 $10.1M 0.03% NEW $397.64 -28.0%
527 SHY ISHARES TR 122,202.0 $10.1M 0.03% NEW $82.82 -0.9%
528 FTSM FIRST TR EXCHANGE-TRADED FD 168,619.0 $10.1M 0.03% NEW $59.93 -0.1%
529 HYDB ISHARES TR 213,344.0 $10.1M 0.03% NEW $47.35 -1.8%
530 CEG CONSTELLATION ENERGY CORP Utilities 28,485.0 $10.1M 0.03% NEW $353.27 -25.8%
531 PULS PGIM ETF TR 201,924.0 $10.0M 0.03% NEW $49.59 +0.1%
532 NYT NEW YORK TIMES CO Communication Services 143,865.0 $10.0M 0.03% NEW $69.42 +7.3%
533 DVN DEVON ENERGY CORP NEW Energy 271,907.0 $10.0M 0.03% NEW $36.63 +35.1%
534 MGNR AMERICAN BEACON SELECT FUNDS 224,209.0 $9.9M 0.03% NEW $44.10 +20.7%
535 PHO INVESCO EXCHANGE TRADED FD T 140,191.0 $9.9M 0.03% NEW $70.41 -7.9%
536 AXS AXIS CAP HLDGS LTD Financial Services 92,101.0 $9.9M 0.03% NEW $107.09 -6.0%
537 PEGA PEGASYSTEMS INC Technology 164,150.0 $9.8M 0.03% NEW $59.72 -43.6%
538 TPYP TORTOISE CAPITAL SERIES TRUS 275,843.0 $9.7M 0.03% NEW $35.30 +24.6%
539 SDY SPDR SERIES TRUST 68,966.0 $9.6M 0.03% NEW $139.16 +6.2%
540 PLD PROLOGIS INC. Real Estate 74,990.0 $9.6M 0.03% NEW $127.66 +10.1%
Page 27 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%