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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 67 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 CSGP COSTAR GROUP INC Real Estate 20,717.0 $1.4M 0.00% NEW $67.24 -49.5%
1322 PTCT PTC THERAPEUTICS INC Healthcare 18,305.0 $1.4M 0.00% NEW $75.94 -6.5%
1323 PEN PENUMBRA INC Healthcare 4,472.0 $1.4M 0.00% NEW $310.82 +5.5%
1324 RKLB ROCKET LAB CORP Industrials 19,914.0 $1.4M 0.00% NEW $69.75 +92.5%
1325 WSBC WESBANCO INC Financial Services 41,502.0 $1.4M 0.00% NEW $33.25 +2.8%
1326 FNDX SCHWAB STRATEGIC TR 50,637.0 $1.4M 0.00% NEW $27.21 +12.4%
1327 LEA LEAR CORP Consumer Cyclical 11,959.0 $1.4M 0.00% NEW $114.64 +20.8%
1328 SPRE TIDAL TRUST I 69,855.0 $1.4M 0.00% NEW $19.58 +8.2%
1329 CHRD CHORD ENERGY CORPORATION Energy 14,751.0 $1.4M 0.00% NEW $92.67 +54.1%
1330 SHBI SHORE BANCSHARES INC Financial Services 77,307.0 $1.4M 0.00% NEW $17.68 +11.4%
1331 ECPG ENCORE CAP GROUP INC Financial Services 25,045.0 $1.4M 0.00% NEW $54.34 +50.1%
1332 SPHQ INVESCO EXCHANGE TRADED FD T 18,117.0 $1.4M 0.00% NEW $75.07 +11.5%
1333 NTCT NETSCOUT SYS INC Technology 50,194.0 $1.4M 0.00% NEW $27.06 +45.8%
1334 COIN COINBASE GLOBAL INC Financial Services 6,004.0 $1.4M 0.00% NEW $226.18 -14.4%
1335 PENN PENN ENTERTAINMENT INC Consumer Cyclical 92,056.0 $1.4M 0.00% NEW $14.75 +13.2%
1336 EMN EASTMAN CHEM CO Basic Materials 21,248.0 $1.4M 0.00% NEW $63.82 +14.7%
1337 GRID FIRST TR EXCHANGE TRADED FD 8,863.0 $1.4M 0.00% NEW $153.00 +24.8%
1338 CART MAPLEBEAR INC Consumer Cyclical 30,088.0 $1.4M 0.00% NEW $44.97 -10.8%
1339 XYL XYLEM INC Industrials 9,925.0 $1.4M 0.00% NEW $136.22 -20.6%
1340 VGK VANGUARD INTL EQUITY INDEX F 16,132.0 $1.3M 0.00% NEW $83.62 +6.1%
Page 67 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%