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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 93 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 AOR ISHARES TR 8,736.0 $568K 0.00% NEW $65.02 +5.8%
1842 RIOT RIOT PLATFORMS INC Financial Services 44,795.0 $568K 0.00% NEW $12.68 +93.1%
1843 SEALED AIR CORP NEW 13,704.0 $568K 0.00% NEW $41.45
1844 ISTB ISHARES TR 11,633.0 $567K 0.00% NEW $48.74 -1.1%
1845 SBRA SABRA HEALTH CARE REIT INC Real Estate 29,783.0 $564K 0.00% NEW $18.94 +9.4%
1846 GFI GOLD FIELDS LTD Basic Materials 12,912.0 $564K 0.00% NEW $43.68 -9.5%
1847 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,962.0 $563K 0.00% NEW $286.95 +40.1%
1848 GNOV FIRST TR EXCHNG TRADED FD VI 14,140.0 $562K 0.00% NEW $39.75 +4.5%
1849 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,410.0 $562K 0.00% NEW $75.84 -25.9%
1850 IHS IHS HOLDING LIMITED Communication Services 75,000.0 $560K 0.00% NEW $7.47 +12.4%
1851 BROWN FORMAN CORP 21,455.0 $559K 0.00% NEW $26.05
1852 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 11,457.0 $557K 0.00% NEW $48.62 +68.2%
1853 MTDR MATADOR RES CO Energy 13,092.0 $556K 0.00% NEW $42.47 +33.4%
1854 DWAS INVESCO EXCH TRADED FD TR II 5,749.0 $556K 0.00% NEW $96.71 +17.4%
1855 DFSD DIMENSIONAL ETF TRUST 11,562.0 $554K 0.00% NEW $47.92 -0.4%
1856 NUHY NUSHARES ETF TR 25,640.0 $554K 0.00% NEW $21.61 -1.3%
1857 EFIV SPDR SERIES TRUST 8,378.0 $554K 0.00% NEW $66.13 +8.8%
1858 TRU TRANSUNION Industrials 6,449.0 $553K 0.00% NEW $85.75 -17.6%
1859 LNC LINCOLN NATL CORP IND Financial Services 12,397.0 $552K 0.00% NEW $44.53 -19.1%
1860 PFEB INNOVATOR ETFS TRUST 13,509.0 $550K 0.00% NEW $40.71 +5.1%
Page 93 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%