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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 63 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 LNT ALLIANT ENERGY CORP Utilities 25,315.0 $1.8M 0.01% $71.76 +1.3%
1242 ARTY ISHARES TR 39,014.0 $1.8M 0.01% -18K -31.0% $46.53 +56.5%
1243 LINE LINEAGE INC Real Estate 55,363.0 $1.8M 0.01% +29K +107.8% $32.76 +36.2%
1244 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 19,695.0 $1.8M 0.01% +9K +81.3% $92.04 -8.0%
1245 FANG DIAMONDBACK ENERGY INC Energy 9,156.0 $1.8M 0.01% -203.0 -2.2% $197.80 -1.7%
1246 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 127,774.0 $1.8M 0.01% +57K +81.8% $14.13 +11.8%
1247 AMLP ALPS ETF TR 34,258.0 $1.8M 0.01% +2K +7.3% $52.64 -0.0%
1248 RELY REMITLY GLOBAL INC Technology 114,686.0 $1.8M 0.01% +81K +244.8% $15.67 +27.8%
1249 TTD THE TRADE DESK INC Technology 79,074.0 $1.8M 0.01% -2K -2.8% $22.69 -6.1%
1250 GBCI GLACIER BANCORP INC NEW Financial Services 40,160.0 $1.8M 0.01% +5K +12.8% $44.67 +6.2%
1251 STUBHUB HLDGS INC 286,217.0 $1.8M 0.01% +9K +3.4% $6.24
1252 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 25,221.0 $1.8M 0.01% +18K +240.4% $70.51 -6.9%
1253 BSJR INVESCO EXCH TRD SLF IDX FD 78,569.0 $1.8M 0.01% -7K -8.2% $22.37 +0.1%
1254 CCC CCC INTELLIGENT SOLUTIONS HL Technology 292,858.0 $1.8M 0.01% +289K +6752.1% $6.00 -22.3%
1255 NTB BANK OF N T BUTTERFIELD & SO Financial Services 33,464.0 $1.8M 0.01% +3K +8.3% $52.48 +7.8%
1256 IOCT INNOVATOR ETFS TRUST 49,988.0 $1.8M 0.01% +1K +2.5% $35.05 +4.9%
1257 CPB THE CAMPBELLS COMPANY Consumer Defensive 78,592.0 $1.8M 0.01% -3K -3.2% $22.27 -6.1%
1258 SUSB ISHARES TR 69,473.0 $1.7M 0.01% -14K -16.9% $25.06 -0.2%
1259 ALRS ALERUS FINL CORP Financial Services 73,245.0 $1.7M 0.01% $23.71 +20.2%
1260 AZN ASTRAZENECA PLC Healthcare 8,792.0 $1.7M 0.01% NEW $197.23 -6.3%
Page 63 of 284  ·  5,671 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%