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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 47 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IBDX ISHARES TR 152,895.0 $3.9M 0.01% +16K +11.9% $25.27 -0.4%
922 FN FABRINET Technology 7,392.0 $3.9M 0.01% +5K +159.4% $521.52 +30.2%
923 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,609.0 $3.8M 0.01% +1K +17.2% $446.53 -1.1%
924 LW LAMB WESTON HLDGS INC Consumer Defensive 90,790.0 $3.8M 0.01% +41K +83.7% $42.26 +1.8%
925 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 11,580.0 $3.8M 0.01% -14K -54.5% $330.87 -10.8%
926 CACI CACI INTL INC Technology 7,028.0 $3.8M 0.01% -259.0 -3.5% $543.87 -6.4%
927 WBS WEBSTER FINL CORP Financial Services 54,988.0 $3.8M 0.01% +18K +50.5% $69.42 +5.1%
928 SLB SLB LIMITED Energy 73,763.0 $3.8M 0.01% +2K +2.4% $51.39 +9.2%
929 HPQ HP INC Technology 196,972.0 $3.8M 0.01% -12K -5.6% $19.21 +29.3%
930 CLX CLOROX CO DEL Consumer Defensive 36,500.0 $3.8M 0.01% +13K +55.3% $103.63 -5.4%
931 PR PERMIAN RESOURCES CORP Energy 176,776.0 $3.8M 0.01% +158K +862.9% $21.32 -8.0%
932 SHM SPDR SERIES TRUST 78,569.0 $3.8M 0.01% -920.0 -1.2% $47.83 -0.1%
933 THOMSON REUTERS CORP 41,597.0 $3.7M 0.01% +3K +8.8% $89.98
934 AIR LEASE CORP 57,337.0 $3.7M 0.01% -3K -4.5% $64.94
935 UWM PROSHARES TR 79,742.0 $3.7M 0.01% +17K +26.6% $46.67 +35.3%
936 KOMP SPDR SERIES TRUST 62,534.0 $3.7M 0.01% +1K +2.2% $58.48 +24.0%
937 DNOV FIRST TR EXCHNG TRADED FD VI 76,313.0 $3.7M 0.01% -15K -16.0% $47.91 +6.6%
938 AVRE AMERICAN CENTY ETF TR 83,035.0 $3.7M 0.01% -46K -35.8% $44.02 +9.2%
939 XBI SPDR SERIES TRUST 28,608.0 $3.7M 0.01% +4K +16.8% $127.73 +5.5%
940 PRU PRUDENTIAL FINL INC Financial Services 37,400.0 $3.7M 0.01% -2K -4.5% $97.69 +4.5%
Page 47 of 284  ·  5,671 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%