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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 49 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 DOCU DOCUSIGN INC Technology 47,290.0 $3.2M 0.01% NEW $68.41 -28.4%
962 LQD ISHARES TR 29,055.0 $3.2M 0.01% NEW $110.20 -1.8%
963 MET METLIFE INC Financial Services 40,298.0 $3.2M 0.01% NEW $78.94 +6.8%
964 IDEV ISHARES TR 38,554.0 $3.2M 0.01% NEW $82.48 +8.8%
965 NET CLOUDFLARE INC Technology 16,123.0 $3.2M 0.01% NEW $197.17 +7.9%
966 KEYS KEYSIGHT TECHNOLOGIES INC Technology 15,599.0 $3.2M 0.01% NEW $203.22 +66.1%
967 ONTO ONTO INNOVATION INC Technology 20,068.0 $3.2M 0.01% NEW $157.86 +65.6%
968 CGXU CAPITAL GROUP INTL FOCUS EQT 107,145.0 $3.2M 0.01% NEW $29.55 +13.6%
969 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,136.0 $3.1M 0.01% NEW $310.28 +19.4%
970 DOCT FIRST TR EXCHNG TRADED FD VI 71,017.0 $3.1M 0.01% NEW $44.29 +4.5%
971 ATI ATI INC Industrials 27,312.0 $3.1M 0.01% NEW $114.75 +39.8%
972 ILOW AB ACTIVE ETFS INC 73,356.0 $3.1M 0.01% NEW $42.59 +6.4%
973 DON WISDOMTREE TR 60,489.0 $3.1M 0.01% NEW $51.60 +6.3%
974 NKE NIKE INC Consumer Cyclical 48,946.0 $3.1M 0.01% NEW $63.70 -30.3%
975 WCN WASTE CONNECTIONS INC Industrials 17,773.0 $3.1M 0.01% NEW $175.38 -10.5%
976 UHS UNIVERSAL HLTH SVCS INC Healthcare 14,212.0 $3.1M 0.01% NEW $217.98 -24.6%
977 TTD THE TRADE DESK INC Technology 81,332.0 $3.1M 0.01% NEW $37.96 -44.6%
978 AIG AMERICAN INTL GROUP INC Financial Services 35,920.0 $3.1M 0.01% NEW $85.55 -8.1%
979 MAIN MAIN STR CAP CORP Financial Services 50,874.0 $3.1M 0.01% NEW $60.38 -15.5%
980 INGR INGREDION INC Consumer Defensive 27,771.0 $3.1M 0.01% NEW $110.26 -7.4%
Page 49 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%