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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 83 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 IAT ISHARES TR 14,321.0 $790K 0.00% NEW $55.16 +3.9%
1642 CQP CHENIERE ENERGY PARTNERS LP Energy 14,779.0 $790K 0.00% NEW $53.45 +18.6%
1643 DCOR DIMENSIONAL ETF TRUST 10,723.0 $790K 0.00% NEW $73.67 +9.8%
1644 FIRST TR EXCHNG TRADED FD VI 23,435.0 $787K 0.00% NEW $33.58
1645 ATEC ALPHATEC HLDGS INC Healthcare 37,377.0 $786K 0.00% NEW $21.03 -60.7%
1646 ILCB ISHARES TR 8,323.0 $786K 0.00% NEW $94.44 +9.3%
1647 CNP CENTERPOINT ENERGY INC Utilities 20,478.0 $785K 0.00% NEW $38.33 +11.7%
1648 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 232,984.0 $785K 0.00% NEW $3.37 +16.3%
1649 TEGNA INC 40,232.0 $781K 0.00% NEW $19.41
1650 ON ON SEMICONDUCTOR CORP Technology 14,413.0 $780K 0.00% NEW $54.12 +114.7%
1651 PKST PEAKSTONE REALTY TRUST Real Estate 54,255.0 $779K 0.00% NEW $14.36 +46.2%
1652 PLTK PLAYTIKA HLDG CORP Technology 197,153.0 $779K 0.00% NEW $3.95 -13.4%
1653 ACIW ACI WORLDWIDE INC Technology 16,289.0 $779K 0.00% NEW $47.82 -10.7%
1654 FLEX FLEX LTD Technology 12,875.0 $778K 0.00% NEW $60.43 +119.2%
1655 EVER EVERQUOTE INC Communication Services 28,626.0 $773K 0.00% NEW $27.00 -30.1%
1656 ENVA ENOVA INTL INC Financial Services 4,903.0 $771K 0.00% NEW $157.25 +0.2%
1657 DFAW DIMENSIONAL ETF TRUST 10,396.0 $769K 0.00% NEW $73.97 +10.9%
1658 NVT NVENT ELECTRIC PLC Industrials 7,500.0 $765K 0.00% NEW $102.00 +61.4%
1659 PSI INVESCO EXCHANGE TRADED FD T 9,664.0 $762K 0.00% NEW $78.85 +95.0%
1660 INGERSOLL RAND INC 9,570.0 $758K 0.00% NEW $79.21
Page 83 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%