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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 46 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 EMR EMERSON ELEC CO Industrials 27,930.0 $3.7M 0.01% NEW $132.72 -0.4%
902 FERG FERGUSON ENTERPRISES INC Industrials 16,598.0 $3.7M 0.01% NEW $222.62 -0.8%
903 FLS FLOWSERVE CORP Industrials 53,033.0 $3.7M 0.01% NEW $69.37 -3.6%
904 PNR PENTAIR PLC Industrials 35,313.0 $3.7M 0.01% NEW $104.13 -29.4%
905 IXN ISHARES TR 34,843.0 $3.7M 0.01% NEW $105.01 +26.9%
906 KOMP SPDR SERIES TRUST 61,196.0 $3.7M 0.01% NEW $59.73 +14.0%
907 NORTHERN LTS FD TR III 66,742.0 $3.7M 0.01% NEW $54.75
908 DMXF ISHARES TR 48,562.0 $3.6M 0.01% NEW $75.16 +9.5%
909 FAPR FIRST TR EXCHNG TRADED FD VI 82,164.0 $3.6M 0.01% NEW $44.42 +4.0%
910 FLR FLUOR CORP NEW Industrials 91,639.0 $3.6M 0.01% NEW $39.63 +9.6%
911 GPN GLOBAL PMTS INC Industrials 46,799.0 $3.6M 0.01% NEW $77.39 -7.4%
912 IBDY ISHARES TR 137,757.0 $3.6M 0.01% NEW $26.14 -2.1%
913 INNOVATOR ETFS TRUST 134,998.0 $3.6M 0.01% NEW $26.67
914 IBDW ISHARES TR 170,077.0 $3.6M 0.01% NEW $21.15 -2.0%
915 OVV OVINTIV INC Energy 91,607.0 $3.6M 0.01% NEW $39.19 +52.0%
916 CL COLGATE PALMOLIVE CO Consumer Defensive 45,345.0 $3.6M 0.01% NEW $79.02 +13.6%
917 DMAY FIRST TR EXCHNG TRADED FD VI 79,097.0 $3.6M 0.01% NEW $45.24 +3.3%
918 CPRT COPART INC Industrials 90,862.0 $3.6M 0.01% NEW $39.15 -16.3%
919 DAYFORCE INC 51,400.0 $3.6M 0.01% NEW $69.16
920 RRC RANGE RES CORP Energy 100,517.0 $3.5M 0.01% NEW $35.26 +18.5%
Page 46 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%