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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 59 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CRUS CIRRUS LOGIC INC Technology 15,254.0 $2.2M 0.01% -2K -9.2% $144.62 -17.1%
1162 NULV NUSHARES ETF TR — 47,830.0 $2.2M 0.01% +252.0 +0.5% $45.50 +17.3%
1163 HIG HARTFORD INSURANCE GROUP INC Financial Services 16,071.0 $2.2M 0.01% +582.0 +3.8% $135.23 -8.1%
1164 HR HEALTHCARE RLTY TR Real Estate 127,657.0 $2.2M 0.01% +50K +64.4% $16.99 +6.2%
1165 NPFI NUSHARES ETF TR — 83,628.0 $2.2M 0.01% +17K +24.6% $25.77 -1.6%
1166 MPWR MONOLITHIC PWR SYS INC Technology 1,970.0 $2.2M 0.01% +10.0 +0.5% $1093.23 +25.1%
1167 TCBI TEXAS CAP BANCSHARES INC Financial Services 22,685.0 $2.2M 0.01% +1K +4.9% $94.88 +1.0%
1168 GPN GLOBAL PMTS INC Industrials 31,938.0 $2.1M 0.01% -15K -31.8% $67.30 +28.5%
1169 FBT FIRST TR EXCHANGE-TRADED FD — 10,697.0 $2.1M 0.01% +6K +109.9% $200.82 +35.9%
1170 AWR AMER STATES WTR CO Utilities 28,323.0 $2.1M 0.01% +867.0 +3.2% $75.62 +9.5%
1171 MORN MORNINGSTAR INC Financial Services 12,593.0 $2.1M 0.01% -223.0 -1.7% $169.05 +15.9%
1172 PBF PBF ENERGY INC Energy 44,604.0 $2.1M 0.01% +1K +2.3% $47.62 +54.7%
1173 TEL TE CONNECTIVITY PLC Technology 10,154.0 $2.1M 0.01% +1K +14.2% $209.03 +4.6%
1174 CHRW C H ROBINSON WORLDWIDE IN Industrials 12,728.0 $2.1M 0.01% +2K +18.6% $166.07 -11.4%
1175 MAIN MAIN STR CAP CORP Financial Services 39,814.0 $2.1M 0.01% -11K -21.7% $52.96 +4.0%
1176 IBMP ISHARES TR — 82,751.0 $2.1M 0.01% +12K +16.3% $25.44 -0.9%
1177 W WAYFAIR INC Consumer Cyclical 27,855.0 $2.1M 0.01% -21K -42.9% $75.21 +30.5%
1178 CUBE CUBESMART Real Estate 56,707.0 $2.1M 0.01% +53K +1303.6% $36.65 +3.2%
1179 ONB OLD NATL BANCORP IND Financial Services 93,969.0 $2.1M 0.01% +2K +2.1% $22.10 +15.3%
1180 VV VANGUARD INDEX FDS — 6,943.0 $2.1M 0.01% -325.0 -4.5% $298.84 +19.4%
Page 59 of 284  ·  5,671 positions

① 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 26.6%
Financial Services 18.9%
Healthcare 11.4%
Industrials 10.3%
Consumer Cyclical 9.6%
Consumer Defensive 6.1%
Communication Services 5.9%
Energy 4.5%
Utilities 3.0%
Basic Materials 2.0%