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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 95 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 CIVITAS RESOURCES INC 19,642.0 $532K 0.00% NEW $27.08
1882 PCOR PROCORE TECHNOLOGIES INC Technology 7,269.0 $529K 0.00% NEW $72.77 -34.6%
1883 CRI CARTERS INC Consumer Cyclical 16,248.0 $527K 0.00% NEW $32.43 +18.4%
1884 AMSF AMERISAFE INC Financial Services 13,716.0 $527K 0.00% NEW $38.42 -19.8%
1885 XPRO EXPRO GROUP HOLDINGS NV Energy 39,432.0 $526K 0.00% NEW $13.34 +19.4%
1886 BWXT BWX TECHNOLOGIES INC Industrials 3,027.0 $523K 0.00% NEW $172.78 +18.3%
1887 UBND VICTORY PORTFOLIOS II 23,779.0 $523K 0.00% NEW $21.99 -1.7%
1888 AVA AVISTA CORP Utilities 13,578.0 $523K 0.00% NEW $38.52 +7.7%
1889 AMPL AMPLITUDE INC Technology 44,951.0 $521K 0.00% NEW $11.59 -41.0%
1890 NXT NEXTPOWER INC Technology 5,978.0 $521K 0.00% NEW $87.15 +50.6%
1891 BTU PEABODY ENERGY CORP Energy 17,530.0 $521K 0.00% NEW $29.72 -12.9%
1892 HWC HANCOCK WHITNEY CORPORATION Financial Services 8,159.0 $520K 0.00% NEW $63.73 +6.9%
1893 CNA CNA FINL CORP Financial Services 10,861.0 $518K 0.00% NEW $47.69 -8.3%
1894 TTMI TTM TECHNOLOGIES INC Technology 7,513.0 $518K 0.00% NEW $68.95 +185.7%
1895 VOOV VANGUARD ADMIRAL FDS INC 2,527.0 $518K 0.00% NEW $204.99 +7.3%
1896 NSP INSPERITY INC Industrials 13,347.0 $517K 0.00% NEW $38.74 -18.2%
1897 OIS OIL STS INTL INC Energy 76,403.0 $517K 0.00% NEW $6.77 +30.0%
1898 AVAV AEROVIRONMENT INC Industrials 2,127.0 $515K 0.00% NEW $242.13 -24.7%
1899 ALGT ALLEGIANT TRAVEL CO Industrials 6,031.0 $514K 0.00% NEW $85.23 +2.3%
1900 KMT KENNAMETAL INC Industrials 18,035.0 $512K 0.00% NEW $28.39 +30.1%
Page 95 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%