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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 63 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CORPAY INC 5,417.0 $1.6M 0.00% NEW $300.90
1242 ROL ROLLINS INC Consumer Cyclical 27,104.0 $1.6M 0.00% NEW $60.03 -11.3%
1243 KURA KURA ONCOLOGY INC Healthcare 156,544.0 $1.6M 0.00% NEW $10.39 +7.2%
1244 ROK ROCKWELL AUTOMATION INC Industrials 4,176.0 $1.6M 0.00% NEW $389.13 +12.1%
1245 BHF BRIGHTHOUSE FINL INC Financial Services 25,021.0 $1.6M 0.00% NEW $64.79 -3.2%
1246 CSTM CONSTELLIUM SE Basic Materials 85,897.0 $1.6M 0.00% NEW $18.85 +70.0%
1247 NWSA NEWS CORP NEW Communication Services 61,986.0 $1.6M 0.00% NEW $26.12 +0.5%
1248 ONEQ FIDELITY COMWLTH TR 17,696.0 $1.6M 0.00% NEW $91.38 +13.1%
1249 ESGV VANGUARD WORLD FD 13,325.0 $1.6M 0.00% NEW $120.98 +8.2%
1250 ESGE ISHARES INC 36,467.0 $1.6M 0.00% NEW $44.18 +19.2%
1251 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,903.0 $1.6M 0.00% NEW $328.57 -22.7%
1252 RYN RAYONIER INC Real Estate 74,083.0 $1.6M 0.00% NEW $21.65 -6.6%
1253 EFR EATON VANCE SR FLTNG RTE TR Financial Services 144,025.0 $1.6M 0.00% NEW $11.14 -5.7%
1254 USMF WISDOMTREE TR 31,147.0 $1.6M 0.00% NEW $51.27 +2.1%
1255 UMBF UMB FINL CORP Financial Services 13,874.0 $1.6M 0.00% NEW $115.04 +13.2%
1256 XHLF BONDBLOXX ETF TRUST 31,592.0 $1.6M 0.00% NEW $50.23 +0.1%
1257 GTM ZOOMINFO TECHNOLOGIES INC Technology 156,092.0 $1.6M 0.00% NEW $10.17 -64.9%
1258 FPE FIRST TR EXCH TRADED FD III 86,682.0 $1.6M 0.00% NEW $18.22 -1.8%
1259 BSCR INVESCO EXCH TRD SLF IDX FD 79,816.0 $1.6M 0.00% NEW $19.75 -0.7%
1260 DLR DIGITAL RLTY TR INC Real Estate 10,164.0 $1.6M 0.00% NEW $154.76 +25.5%
Page 63 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%