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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 62 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 RF REGIONS FINANCIAL CORP NEW Financial Services 62,177.0 $1.7M 0.01% NEW $27.10 +1.6%
1222 FLHY FRANKLIN TEMPLETON ETF TR 68,856.0 $1.7M 0.01% NEW $24.41 -0.7%
1223 EWBC EAST WEST BANCORP INC Financial Services 14,954.0 $1.7M 0.01% NEW $112.41 +9.4%
1224 RS RELIANCE INC Basic Materials 5,814.0 $1.7M 0.01% NEW $288.96 +25.4%
1225 FRDM EA SERIES TRUST 32,666.0 $1.7M 0.01% NEW $51.28 +32.6%
1226 AMCOR PLC 200,788.0 $1.7M 0.01% NEW $8.34
1227 BURL BURLINGTON STORES INC Consumer Cyclical 5,787.0 $1.7M 0.01% NEW $288.92 +9.4%
1228 KNG FIRST TR EXCHANGE-TRADED FD 33,980.0 $1.7M 0.01% NEW $49.15 -1.3%
1229 FIS FIDELITY NATL INFORMATION SV Technology 24,994.0 $1.7M 0.01% NEW $66.46 -34.4%
1230 XTEN BONDBLOXX ETF TRUST 35,881.0 $1.7M 0.00% NEW $46.21 -2.8%
1231 ALRS ALERUS FINL CORP Financial Services 73,596.0 $1.7M 0.00% NEW $22.51 +25.3%
1232 VMBS VANGUARD SCOTTSDALE FDS 35,104.0 $1.7M 0.00% NEW $47.09 -1.3%
1233 NWS NEWS CORP NEW Communication Services 55,780.0 $1.7M 0.00% NEW $29.63 +1.5%
1234 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 62,493.0 $1.6M 0.00% NEW $26.37 -37.2%
1235 LFUS LITTELFUSE INC Technology 6,511.0 $1.6M 0.00% NEW $252.96 +75.5%
1236 CR CRANE COMPANY Industrials 8,908.0 $1.6M 0.00% NEW $184.44 -4.9%
1237 LNT ALLIANT ENERGY CORP Utilities 25,267.0 $1.6M 0.00% NEW $65.03 +12.7%
1238 NC NACCO INDS INC Energy 33,272.0 $1.6M 0.00% NEW $49.05 +0.8%
1239 UI UBIQUITI INC Technology 2,947.0 $1.6M 0.00% NEW $553.44 +8.3%
1240 SMLF ISHARES TR 21,773.0 $1.6M 0.00% NEW $74.86 +11.1%
Page 62 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%