Cwm, LLC Incresed Positions in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CBU
Community Bank System, Inc.

Financial Services
323
+ 56.08%
$51.46 - $62.05 $16.6K - $20K
899 $53K
GEF
Greif, Inc

Consumer Cyclical
461
+ 32.37%
$58.87 - $69.85 $27.1K - $32.2K
1.89K $113K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
79
+ 1.74%
$24.38 - $30.89 $1.93K - $2.44K
4.63K $142K
HLMN
Hillman Solutions Corp.

Industrials
1.77K
+ 106.29%
$7.39 - $10.35 $13.1K - $18.4K
3.44K $32K
PDEC
Innovator U.S. Equity Power Bu
222
+ 4.28%
N/A
5.4K $227K
IVT
Inven Trust Properties Corp.

Real Estate
348
+ 4.03%
$26.7 - $30.06 $9.29K - $10.5K
8.98K $257K
IDU
Ishares Tr U S Utils ETF

ETFs
134
+ 17.91%
$103.7 - $111.17 $13.9K - $14.9K
882 $98K
WOOD
Ishares Global Timber & Forest
277
+ 791.43%
N/A
312 $23K
KRO
Kronos Worldwide Inc

Basic Materials
3.44K
+ 510.68%
$4.86 - $6.66 $16.7K - $22.9K
4.12K $24K
LMNR
Limoneira CO

Consumer Defensive
1.45K
+ 144.27%
$14.68 - $16.52 $21.2K - $23.9K
2.45K $36K
PKOH
Park Ohio Holdings Corp

Industrials
856
+ 238.44%
$15.56 - $22.91 $13.3K - $19.6K
1.22K $26K
RGEN
Repligen Corp

Healthcare
135
+ 67.16%
$111.43 - $134.0 $15K - $18.1K
336 $45K
UMC
United Microelectronics Corp

Technology
2.88K
+ 15.0%
$6.58 - $7.86 $19K - $22.7K
22.1K $167K
VICR
Vicor Corp

Technology
155
+ 5.71%
$43.84 - $54.72 $6.8K - $8.48K
2.87K $143K
WTFC
Wintrust Financial Corp

Financial Services
60
+ 4.29%
$122.55 - $139.81 $7.35K - $8.39K
1.46K $193K
XMTR
Xometry, Inc.

Industrials
19
+ 2.06%
$30.97 - $55.91 $588 - $1.06K
941 $51K
LAD
Lithia Motors Inc

Consumer Cyclical
87
+ 22.83%
$284.47 - $356.6 $24.7K - $31K
468 $148K
MT
Arcelor Mittal

Basic Materials
345
+ 23.3%
$30.39 - $36.94 $10.5K - $12.7K
1.83K $66K
Bicara Therapeutics Inc
1.18K
+ 692.4%
N/A
1.36K $21K
CHCO
City Holding CO

Financial Services
147
+ 45.94%
$118.89 - $133.58 $17.5K - $19.6K
467 $58K
LAW
Cs Disco, Inc.

Technology
2.04K
+ 73.49%
$3.97 - $6.75 $8.08K - $13.7K
4.8K $31K
DEI
Douglas Emmett Inc

Real Estate
1.05K
+ 15.67%
$14.06 - $16.91 $14.7K - $17.7K
7.74K $120K
Entrepreneurshares Series Tr
788
+ 58.03%
N/A
2.15K $45K
FISI
Financial Institutions Inc

Financial Services
236
+ 2.84%
$24.69 - $27.76 $5.83K - $6.55K
8.53K $232K
Flagstar Financial Inc
1.42K
+ 53.2%
N/A
4.08K $47K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
304
+ 22.67%
$73.7 - $90.42 $22.4K - $27.5K
1.65K $121K
INTA
Intapp, Inc.

Technology
702
+ 77.83%
$35.64 - $48.82 $25K - $34.3K
1.6K $66K
IRMD
Iradimed Corp

Healthcare
211
+ 62.24%
$56.19 - $74.27 $11.9K - $15.7K
550 $39K
Liberty Media Corp Del
1
+ 0.08%
N/A
1.25K $118K
Listed Fds Tr
7
+ 0.37%
N/A
1.91K $124K
RWT
Redwood Trust Inc

Real Estate
3.35K
+ 54.25%
$5.46 - $6.37 $18.3K - $21.3K
9.51K $55K
RM
Regional Management Corp.

Financial Services
324
+ 43.72%
$29.2 - $45.54 $9.46K - $14.8K
1.07K $41K
SHG
Shinhan Financial Group CO LTD

Financial Services
17
+ 0.49%
N/A
3.46K $174K
PINK
Simplify Exchange Traded Fds S

ETFs
39
+ 0.38%
$28.44 - $31.71 $1.11K - $1.24K
10.3K $328K
TS
Tenaris Sa

Energy
571
+ 57.74%
$34.66 - $38.85 $19.8K - $22.2K
1.56K $56K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
157
+ 77.72%
$105.03 - $112.54 $16.5K - $17.7K
359 $40K
VGLT
Vanguard Long Term Treasury Et

ETFs
330
+ 38.11%
$54.21 - $57.41 $17.9K - $18.9K
1.2K $68K
VABK
Virginia National Bankshares Corp

Financial Services
488
+ 473.79%
$36.6 - $42.35 $17.9K - $20.7K
591 $23K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
76
+ 10.64%
$112.94 - $129.99 $8.58K - $9.88K
790 $101K
XPEV
Xpeng Inc.

Consumer Cyclical
218
+ 8.6%
$17.4 - $24.33 $3.79K - $5.3K
2.75K $64K
Zenas Biopharma Inc
4
+ 0.27%
N/A
1.47K $33K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
773
+ 27.26%
$21.15 - $22.45 $16.3K - $17.4K
3.61K $80K
PINE
Alpine Income Property Trust, Inc.

Real Estate
1.32K
+ 510.81%
$13.96 - $15.47 $18.5K - $20.5K
1.58K $22K
BILI
Bilibili Inc.

Communication Services
184
+ 9.36%
$20.83 - $28.09 $3.83K - $5.17K
2.15K $60K
Brookfield Infrastructure CO
492
+ 13.3%
N/A
4.19K $172K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
889
+ 19.65%
$24.0 - $31.51 $21.3K - $28K
5.41K $146K
Canadian Pacific Kansas City
1.06K
+ 8.33%
N/A
13.7K $1.02M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
2.8K
+ 15.85%
$2.79 - $3.95 $7.81K - $11.1K
20.5K $68K
CUZ
Cousins Properties Inc

Real Estate
703
+ 28.98%
$26.53 - $29.82 $18.7K - $21K
3.13K $91K
Activity Summary
Buys All Purchases 3475 New Holdings 426 Increased Positions 3049 Sells All Sells 1492 Reductions 1491 Sold out 1 Options Calls 3 Puts 4
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