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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 79 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 ITM VANECK ETF TRUST 18,893.0 $891K 0.00% NEW $47.16 -1.5%
1562 B BARRICK MNG CORP Basic Materials 20,449.0 $891K 0.00% NEW $43.57 -5.3%
1563 CVNA CARVANA CO Consumer Cyclical 2,109.0 $890K 0.00% NEW $422.00 -84.7%
1564 INDB INDEPENDENT BK CORP MASS Financial Services 12,182.0 $890K 0.00% NEW $73.06 +7.7%
1565 CLOU GLOBAL X FDS 39,135.0 $885K 0.00% NEW $22.61 -0.5%
1566 LSTR LANDSTAR SYS INC Industrials 6,149.0 $884K 0.00% NEW $143.76 +32.9%
1567 BXP BXP INC Real Estate 13,096.0 $884K 0.00% NEW $67.50 -10.9%
1568 EES WISDOMTREE TR 15,506.0 $883K 0.00% NEW $56.95 +10.7%
1569 VONV VANGUARD SCOTTSDALE FDS 9,555.0 $882K 0.00% NEW $92.31 +11.5%
1570 KMPR KEMPER CORP Financial Services 21,706.0 $880K 0.00% NEW $40.54 -26.8%
1571 MAT MATTEL INC Consumer Cyclical 44,281.0 $879K 0.00% NEW $19.85 -24.6%
1572 DRH DIAMONDROCK HOSPITALITY CO Real Estate 98,043.0 $878K 0.00% NEW $8.96 +20.4%
1573 WES WESTERN MIDSTREAM PARTNERS L Energy 22,211.0 $877K 0.00% NEW $39.48 +16.6%
1574 TECB ISHARES TR 14,389.0 $876K 0.00% NEW $60.88 +14.3%
1575 QRVO QORVO INC Technology 10,330.0 $873K 0.00% NEW $84.51 +16.9%
1576 MGRC MCGRATH RENTCORP Industrials 8,301.0 $871K 0.00% NEW $104.93 +4.5%
1577 UTG REAVES UTIL INCOME FD Financial Services 23,789.0 $870K 0.00% NEW $36.57 +15.0%
1578 FEM FIRST TR EXCH TRD ALPHDX FD 31,792.0 $870K 0.00% NEW $27.37 +17.4%
1579 GTES GATES INDL CORP PLC Industrials 40,477.0 $869K 0.00% NEW $21.47 +12.1%
1580 BTI BRITISH AMERN TOB PLC Consumer Defensive 15,345.0 $869K 0.00% NEW $56.63 +16.1%
Page 79 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%