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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 56 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 RSG REPUBLIC SVCS INC Industrials 10,671.0 $2.3M 0.01% NEW $211.88 +0.1%
1102 DLTR DOLLAR TREE INC Consumer Defensive 18,357.0 $2.3M 0.01% NEW $123.00 -22.2%
1103 IJJ ISHARES TR 17,149.0 $2.3M 0.01% NEW $131.61 +6.3%
1104 SNPS SYNOPSYS INC Technology 4,795.0 $2.3M 0.01% NEW $469.86 +6.2%
1105 CBRE CBRE GROUP INC Real Estate 13,838.0 $2.2M 0.01% NEW $160.79 -18.5%
1106 ODFL OLD DOMINION FREIGHT LINE IN Industrials 14,140.0 $2.2M 0.01% NEW $156.79 +32.5%
1107 NULG NUSHARES ETF TR 22,649.0 $2.2M 0.01% NEW $97.80 +12.7%
1108 COKE COCA COLA CONS INC Consumer Defensive 14,393.0 $2.2M 0.01% NEW $153.27 +15.1%
1109 ESML ISHARES TR 47,748.0 $2.2M 0.01% NEW $45.97 +12.8%
1110 JPIE J P MORGAN EXCHANGE TRADED F 47,387.0 $2.2M 0.01% NEW $46.30 -0.8%
1111 XRAY DENTSPLY SIRONA INC Healthcare 191,766.0 $2.2M 0.01% NEW $11.43 -13.9%
1112 APD AIR PRODS & CHEMS INC Basic Materials 8,840.0 $2.2M 0.01% NEW $247.06 +17.5%
1113 Q QNITY ELECTRONICS INC Technology 26,711.0 $2.2M 0.01% NEW $81.65 +87.4%
1114 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 65,951.0 $2.2M 0.01% NEW $33.02 +4.1%
1115 NTR NUTRIEN LTD Basic Materials 35,281.0 $2.2M 0.01% NEW $61.73 +13.8%
1116 VTRS VIATRIS INC Healthcare 174,040.0 $2.2M 0.01% NEW $12.45 +33.2%
1117 MOS MOSAIC CO NEW Basic Materials 89,129.0 $2.1M 0.01% NEW $24.09 -8.9%
1118 ZION ZIONS BANCORPORATION N A Financial Services 36,629.0 $2.1M 0.01% NEW $58.53 +5.4%
1119 NULV NUSHARES ETF TR 47,578.0 $2.1M 0.01% NEW $45.04 +11.7%
1120 PAYX PAYCHEX INC Industrials 19,057.0 $2.1M 0.01% NEW $112.19 -16.0%
Page 56 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%