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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 38 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PH PARKER-HANNIFIN CORP Industrials 6,190.0 $5.4M 0.01% NEW $879.00 -2.3%
742 IBDU ISHARES TR 228,361.0 $5.3M 0.01% NEW $23.41 -1.4%
743 CSB VICTORY PORTFOLIOS II 91,082.0 $5.3M 0.01% NEW $58.61 +6.9%
744 FNOV FIRST TR EXCHNG TRADED FD VI 96,859.0 $5.3M 0.01% NEW $54.83 +5.0%
745 FMHI FIRST TR EXCH TRADED FD III 110,529.0 $5.3M 0.01% NEW $47.93 -0.6%
746 EPD ENTERPRISE PRODS PARTNERS L Energy 164,980.0 $5.3M 0.01% NEW $32.06 +23.1%
747 AA ALCOA CORP Basic Materials 99,000.0 $5.3M 0.01% NEW $53.14 +20.3%
748 SCHM SCHWAB STRATEGIC TR 174,415.0 $5.2M 0.01% NEW $30.07 +11.6%
749 DELL DELL TECHNOLOGIES INC Technology 41,599.0 $5.2M 0.01% NEW $125.87 +89.1%
750 OC OWENS CORNING NEW Industrials 46,788.0 $5.2M 0.01% NEW $111.91 +0.3%
751 AWK AMERICAN WTR WKS CO INC NEW Utilities 40,044.0 $5.2M 0.01% NEW $130.51 -4.9%
752 BIZD VANECK ETF TRUST 367,950.0 $5.2M 0.01% NEW $14.18 -12.5%
753 TW TRADEWEB MKTS INC Financial Services 48,519.0 $5.2M 0.01% NEW $107.55 +4.5%
754 PSA PUBLIC STORAGE OPER CO Real Estate 20,062.0 $5.2M 0.01% NEW $259.50 +14.1%
755 MSCI MSCI INC Financial Services 9,057.0 $5.2M 0.01% NEW $573.70 -2.1%
756 LEIDOS HOLDINGS INC 28,798.0 $5.2M 0.01% NEW $180.39
757 NTAP NETAPP INC Technology 48,478.0 $5.2M 0.01% NEW $107.10 +12.6%
758 SRPT SAREPTA THERAPEUTICS INC Healthcare 240,536.0 $5.2M 0.01% NEW $21.52 -21.0%
759 DISV DIMENSIONAL ETF TRUST 135,489.0 $5.1M 0.01% NEW $38.00 +9.5%
760 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 86,616.0 $5.1M 0.01% NEW $59.43 -16.4%
Page 38 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%