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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 KRC KILROY RLTY CORP Real Estate 21,322 $797K 0.03% SOLD
42 GLD CALL SPDR GOLD TR Financial Services 25,600 $762K 0.03% SOLD
43 NUS NU SKIN ENTERPRISES INC Consumer Defensive 78,272 $753K 0.03% SOLD
44 MGY MAGNOLIA OIL & GAS CORP Energy 28,867 $632K 0.02% SOLD
45 WDAY WORKDAY INC Technology 2,935 $630K 0.02% SOLD
46 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,103 $630K 0.02% SOLD
47 TNK TEEKAY TANKERS LTD Energy 11,626 $621K 0.02% SOLD
48 YELP YELP INC Communication Services 19,871 $604K 0.02% SOLD
49 KOP KOPPERS HOLDINGS INC Basic Materials 19,861 $538K 0.02% SOLD
50 QQQI NEOS ETF TRUST 9,406 $507K 0.02% SOLD
51 SPYI NEOS ETF TRUST 9,540 $501K 0.02% SOLD
52 RRC RANGE RES CORP Energy 12,395 $437K 0.02% SOLD
53 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,628 $384K 0.01% SOLD
54 SQQQ PROSHARES TR 5,500 $377K 0.01% SOLD
55 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,587 $354K 0.01% SOLD
56 NOBL PROSHARES TR 3,361 $350K 0.01% SOLD
57 FLBL FRANKLIN TEMPLETON ETF TR 14,673 $344K 0.01% SOLD
58 SAP SAP SE Technology 1,401 $340K 0.01% SOLD
59 ELEMENTAL RTY CORP 18,615 $316K 0.01% SOLD
60 SND SMART SAND INC Energy 77,238 $309K 0.01% SOLD
Page 3 of 5  ·  98 positions
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%