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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TDG TRANSDIGM GROUP INC Industrials 169 $225K 0.01% SOLD
82 ETHA ISHARES ETHEREUM TR Financial Services 9,639 $216K 0.01% SOLD
83 ACWI ISHARES TR 1,522 $215K 0.01% SOLD
84 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 4,168 $215K 0.01% SOLD
85 BND VANGUARD BD INDEX FDS 2,899 $215K 0.01% SOLD
86 ICL ICL GROUP LTD Basic Materials 37,107 $213K 0.01% SOLD
87 PYPL PAYPAL HLDGS INC Financial Services 3,642 $213K 0.01% SOLD
88 RL RALPH LAUREN CORP Consumer Cyclical 593 $210K 0.01% SOLD
89 SGDJ SPROTT ETF TRUST 2,431 $205K 0.01% SOLD
90 FISV FISERV INC Technology 3,002 $202K 0.01% SOLD
91 FFLC FIDELITY COVINGTON TRUST 3,758 $201K 0.01% SOLD
92 TECS DIREXION SHS ETF TR 10,000 $173K 0.01% SOLD
93 NEW GOLD INC CDA 12,704 $111K 0.00% SOLD
94 AMERICAN BITCOIN CORP. 27,248 $46K 0.00% SOLD
95 FG NEXUS INC. 11,862 $33K 0.00% SOLD
96 AKARI THERAPEUTICS PLC 55,000 $16K 0.00% SOLD
97 TUHURA BIOSCIENCES INC 10,000 $8K SOLD
98 FIBROBIOLOGICS INC 10,000 $2K SOLD
Page 5 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%