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Portfolio (Quarterly) Guide ↗

CWA Asset Management Group, LLC

· CIK 0001667134
13F Portfolio $3.3B AUM 729 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 175 New 286 Added 221 Reduced 98 Exited
Page 15 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VPU VANGUARD WORLD FD 1,315.0 $257K 0.01% +142.0 +12.1% $195.76 -4.0%
282 BP BP PLC Energy 6,856.0 $253K 0.01% +975.0 +16.6% $36.95 +14.8%
283 TXO PARTNERS LP 17,043.0 $213K 0.01% +3K +18.1% $12.50
284 GEN GEN DIGITAL INC Technology 8,377.0 $209K 0.01% +545.0 +7.0% $24.89 +19.1%
285 BMNR BITMINE IMMERSION TECHS INC Financial Services 12,580.0 $167K 0.01% +125.0 +1.0% $13.31 +88.8%
286 ANVS ANNOVIS BIO INC Healthcare 28,001.0 $52K 0.00% +11K +64.7% $1.86 -4.0%
Page 15 of 15  ·  286 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 31.2%
Financial Services 14.0%
Energy 12.0%
Consumer Cyclical 8.4%
Industrials 8.1%
Healthcare 7.3%
Consumer Defensive 4.6%
Communication Services 4.5%
Utilities 4.1%
Basic Materials 3.8%