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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SIL GLOBAL X FDS 2,637.0 $204K 0.01% NEW $77.46 +29.9%
142 EW EDWARDS LIFESCIENCES CORP Healthcare 2,248.0 $203K 0.01% NEW $90.46 +0.4%
143 RWR SPDR SERIES TRUST 1,799.0 $203K 0.01% NEW $112.97 +1.5%
144 IDEV ISHARES TR 2,270.0 $202K 0.01% NEW $89.01 +4.9%
145 JMUB J P MORGAN EXCHANGE TRADED F 3,957.0 $200K 0.01% NEW $50.66 -1.9%
146 UMH UMH PPTYS INC Real Estate 13,145.0 $199K 0.01% NEW $15.14 +10.0%
147 NOK NOKIA CORP Technology 14,110.0 $187K 0.01% NEW $13.28 -21.6%
148 RYLD GLOBAL X FDS 10,941.0 $175K 0.01% NEW $15.99 +1.7%
149 KRNY KEARNY FINL CORP MD Financial Services 14,184.0 $134K 0.00% NEW $9.46 +4.0%
150 UROY URANIUM RTY CORP Energy 42,196.0 $117K 0.00% NEW $2.78 +52.5%
151 OIH VANECK ETF TRUST 303.0 $113K 0.00% NEW $372.03 +8.8%
152 BRN BARNWELL INDS INC Energy 100,000.0 $101K 0.00% NEW $1.01 -4.2%
153 MNKD MANNKIND CORP Healthcare 18,000.0 $77K 0.00% NEW $4.26 -4.0%
154 DDD 3D SYS CORP DEL Technology 24,792.0 $75K 0.00% NEW $3.02 +9.3%
155 MSFT CALL MICROSOFT CORP Technology 200.0 $75K 0.00% NEW $373.02 +33.1%
156 NFLX CALL NETFLIX INC. Communication Services 1,000.0 $71K 0.00% NEW $71.40 +14.1%
157 UWMC UWM HOLDINGS CORPORATION Financial Services 27,016.0 $62K 0.00% NEW $2.29 -36.2%
158 NOW CALL SERVICENOW INC Technology 500.0 $50K 0.00% NEW $99.28 +26.7%
159 PSEC PROSPECT CAP CORP Financial Services 18,405.0 $43K 0.00% NEW $2.31 +0.0%
160 AVGO CALL BROADCOM INC Technology 100.0 $38K 0.00% NEW $377.75 -5.9%
Page 8 of 9  ·  175 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%