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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 59 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 IBMQ ISHARES TR 76,534.0 $2.0M 0.01% NEW $25.57 -0.4%
1162 TCBI TEXAS CAP BANCSHARES INC Financial Services 21,619.0 $2.0M 0.01% NEW $90.52 +9.1%
1163 CSHI NEOS ETF TRUST 39,272.0 $2.0M 0.01% NEW $49.73 +0.1%
1164 WEN WENDYS CO Consumer Cyclical 232,447.0 $1.9M 0.01% NEW $8.33 -6.9%
1165 BSJR INVESCO EXCH TRD SLF IDX FD 85,567.0 $1.9M 0.01% NEW $22.61 -1.1%
1166 TPSC TIMOTHY PLAN 46,636.0 $1.9M 0.01% NEW $41.45 +8.5%
1167 FS SPECIALTY LENDING FD 135,134.0 $1.9M 0.01% NEW $14.14
1168 SOFI SOFI TECHNOLOGIES INC Financial Services 72,830.0 $1.9M 0.01% NEW $26.18 -40.1%
1169 NEU NEWMARKET CORP Basic Materials 2,772.0 $1.9M 0.01% NEW $687.23 +4.8%
1170 SNA SNAP ON INC Industrials 5,517.0 $1.9M 0.01% NEW $344.57 +4.5%
1171 DUHP DIMENSIONAL ETF TRUST 49,726.0 $1.9M 0.01% NEW $38.03 +6.0%
1172 CGMU CAPITAL GRP FIXED INCM ETF T 68,898.0 $1.9M 0.01% NEW $27.37 -0.7%
1173 VLYPN VALLEY NATL BANCORP Financial Services 161,221.0 $1.9M 0.01% NEW $11.68 +121.5%
1174 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 35,951.0 $1.9M 0.01% NEW $52.29 +34.3%
1175 IAPR INNOVATOR ETFS TRUST 60,910.0 $1.9M 0.01% NEW $30.83 +7.1%
1176 NCPB NUSHARES ETF TR 74,352.0 $1.9M 0.01% NEW $25.24 -1.8%
1177 STNG SCORPIO TANKERS INC Energy 36,935.0 $1.9M 0.01% NEW $50.82 +60.7%
1178 XCEM COLUMBIA ETF TR II 48,748.0 $1.9M 0.01% NEW $38.36 +28.9%
1179 LH LABCORP HOLDINGS INC Healthcare 7,453.0 $1.9M 0.01% NEW $250.91 +1.9%
1180 FTRE FORTREA HLDGS INC Healthcare 108,318.0 $1.9M 0.01% NEW $17.25 -23.8%
Page 59 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%