CWM, LLC

All 13F Filings

Location
Omaha, NE
Most recent 13F
Q4 2025
Holdings value ($000)
36,907,290
Description
Omaha Nebraska based research oriented capital manager with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes fundamental research depth, valuation discipline and downside awareness, and active stewardship and governance oversight for long horizon investment mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through execution path consistency and portfolio discipline.
Founded
1992
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/26/2026 5,577 36,907,290 13F-HR CWM, LLC
Q3 2025 10/15/2025 5,491 33,250,626 13F-HR CWM, LLC
Q2 2025 7/25/2025 5,246 28,357,169 13F-HR CWM, LLC
Q1 2014 5/16/2014 139 733,629 13F-HR CWM, LLC
Q4 2013 2/14/2014 654 641,024 13F-HR CWM, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 4.096 K (0.0% of total reported value) · QoQ Δ: -381
Type Value ($000) Share % Inflow Outflow Net
Stocks 27.76 M 75.2% 3.393 M 0 3.393 M
ETFs 7.901 M 21.4% 192.7 K 0 192.7 K
Debt 301.6 K 0.8% 67.23 K 0 67.23 K
Other 932.8 K 2.5% 5.353 K 0 5.353 K
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Fund Snapshot

Q4 2025
Latest filed
1/26/2026
Total value ($000)
36,907,290
Holdings
5577
QoQ value change ($000)
3,656,664 (11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.