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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 80 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 SFNC SIMMONS 1ST NATL CORP Financial Services 46,092.0 $869K 0.00% NEW $18.85 +12.8%
1582 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 5,100.0 $867K 0.00% NEW $170.00 +40.8%
1583 VC VISTEON CORP Consumer Cyclical 9,099.0 $865K 0.00% NEW $95.07 +14.9%
1584 SSD SIMPSON MFG INC Industrials 5,349.0 $864K 0.00% NEW $161.53 +14.5%
1585 EQR EQUITY RESIDENTIAL Real Estate 13,711.0 $864K 0.00% NEW $63.02 +4.4%
1586 IDCC INTERDIGITAL INC Technology 2,697.0 $859K 0.00% NEW $318.50 -16.1%
1587 CRL CHARLES RIV LABS INTL INC Healthcare 4,305.0 $859K 0.00% NEW $199.54 -20.4%
1588 AX AXOS FINANCIAL INC Financial Services 9,956.0 $858K 0.00% NEW $86.18 -0.3%
1589 ASB ASSOCIATED BANC CORP Financial Services 33,268.0 $857K 0.00% NEW $25.76 +8.9%
1590 IBTO ISHARES TR 34,845.0 $856K 0.00% NEW $24.57 -2.4%
1591 EBMT EAGLE BANCORP MONT INC Financial Services 42,964.0 $855K 0.00% NEW $19.90 +11.6%
1592 FDT FIRST TR EXCH TRD ALPHDX FD 10,758.0 $855K 0.00% NEW $79.48 +22.1%
1593 NBHC NATIONAL BK HLDGS CORP Financial Services 22,424.0 $852K 0.00% NEW $38.00 +10.3%
1594 BLOCK INC 13,088.0 $852K 0.00% NEW $65.10
1595 KINIKSA PHARMACEUTICALS INTL 20,605.0 $850K 0.00% NEW $41.25
1596 RNG RINGCENTRAL INC Technology 29,422.0 $850K 0.00% NEW $28.89 +50.6%
1597 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 73,263.0 $847K 0.00% NEW $11.56 +39.1%
1598 FEMS FIRST TR EXCH TRD ALPHDX FD 20,068.0 $845K 0.00% NEW $42.11 +9.0%
1599 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 9,377.0 $843K 0.00% NEW $89.90 -5.0%
1600 FIRST TR EXCHANGE TRADED FD 40,443.0 $842K 0.00% NEW $20.82
Page 80 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%