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Portfolio (Quarterly) Guide ↗

NTV Asset Management LLC

· CIK 0001284208
13F Portfolio $1.0B AUM 317 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 317 New
Page 10 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INDA iShares TR — 15,350.0 $758K 0.07% NEW — $49.39 -4.7%
182 IWB iShares TR — 1,811.0 $742K 0.07% NEW — $409.60 +2.0%
183 IWO iShares TR — 1,878.0 $740K 0.07% NEW — $393.96 -9.0%
184 NOC Northrop Grumman Corp Industrials 1,433.0 $730K 0.07% NEW — $509.31 -0.7%
185 VYM Vanguard Whitehall Funds — 4,557.0 $720K 0.07% NEW — $158.03 -0.8%
186 IPO Renaissance Cap Greenwich Fd — 11,886.0 $706K 0.07% NEW — $59.42 -11.6%
187 BX Blackstone Inc Financial Services 5,982.0 $704K 0.07% NEW — $117.67 -2.7%
188 WSBC Wesbanco Inc Financial Services 17,750.0 $693K 0.07% NEW — $39.03 -2.0%
189 LOW Lowes Companies Inc Consumer Cyclical 3,136.0 $691K 0.07% NEW — $220.49 -14.9%
190 LIN Linde PLC Basic Materials 1,327.0 $689K 0.07% NEW — $518.94 -9.0%
191 VB Vanguard Index Funds — 2,268.0 $687K 0.07% NEW — $303.12 -5.5%
192 COP ConocoPhillips Energy 6,315.0 $657K 0.06% NEW — $103.96 +21.2%
193 TJX TJX Companies Inc Consumer Cyclical 4,324.0 $655K 0.06% NEW — $151.50 -14.0%
194 — Tema ETF TR — 21,503.0 $653K 0.06% NEW — $30.38 —
195 USIG iShares TR — 12,735.0 $653K 0.06% NEW — $51.29 -4.8%
196 ITOT iShares TR — 3,880.0 $637K 0.06% NEW — $164.27 +1.6%
197 PPH VanEck ETF Trust — 5,819.0 $636K 0.06% NEW — $109.36 +1.9%
198 GRAB Grab Holdings Limited Technology 167,925.0 $633K 0.06% NEW — $3.77 -17.9%
199 HWM Howmet Aerospace Inc Industrials 2,352.0 $632K 0.06% NEW — $268.86 -15.1%
200 IWC iShares TR — 3,160.0 $632K 0.06% NEW — $200.04 -7.0%
Page 10 of 16  ·  317 positions

① 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
Financial Services 40.4%
Technology 21.0%
Healthcare 13.8%
Industrials 5.5%
Consumer Defensive 4.8%
Communication Services 4.5%
Consumer Cyclical 3.9%
Utilities 2.2%
Energy 2.2%
Basic Materials 0.9%