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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VST CALL VISTRA CORP Utilities 200.0 $32K 0.00% NEW $158.63 -11.6%
162 CAN CANAAN INC Technology 81,850.0 $23K 0.00% NEW $0.29 +37.3%
163 HOOD CALL ROBINHOOD MKTS INC Financial Services 200.0 $20K 0.00% NEW $100.28 +9.2%
164 NVDA CALL NVIDIA CORPORATION Technology 100.0 $20K 0.00% NEW $200.09 +5.5%
165 QCOM CALL QUALCOMM INC Technology 100.0 $18K 0.00% NEW $184.79 -11.7%
166 CRM CALL SALESFORCE INC Technology 100.0 $16K NEW $156.66 +30.8%
167 OXSQ OXFORD SQUARE CAP CORP Financial Services 11,698.0 $15K NEW $1.32 +1.5%
168 ORCL CALL ORACLE CORP Technology 100.0 $15K NEW $146.55 +1.1%
169 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 100.0 $12K NEW $116.67 +52.4%
170 SHOP CALL SHOPIFY INC Technology 100.0 $11K NEW $114.18 +32.9%
171 NVO CALL NOVO-NORDISK A S Healthcare 100.0 $5K NEW $47.94 -1.7%
172 NKE CALL NIKE INC Consumer Cyclical 100.0 $4K NEW $41.05 -5.7%
173 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 100.0 $3K NEW $30.71 +22.9%
174 BMNR CALL BITMINE IMMERSION TECHS INC Financial Services 200.0 $3K NEW $13.31 +88.8%
175 XOM PUT EXXON MOBIL CORP Energy 4,100.0 NEW
Page 9 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%