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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 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RAMP LIVERAMP HLDGS INC Technology 53,902.0 $2.0M 0.06% +13K +33.0% $37.64 +0.2%
282 LYFT LYFT INC Technology 138,827.0 $2.0M 0.06% +38K +38.1% $14.61 +19.1%
283 RMR RMR GROUP INC Real Estate 98,576.0 $2.0M 0.06% +27K +38.3% $20.53 -5.4%
284 JXN JACKSON FINANCIAL INC Financial Services 19,752.0 $2.0M 0.06% NEW $102.39 +30.5%
285 TWLO TWILIO INC Communication Services 9,777.0 $2.0M 0.06% -2K -19.8% $206.33 +15.5%
286 FLUTTER ENTMT PLC 19,740.0 $2.0M 0.06% -2K -9.4% $102.17
287 HL HECLA MINING COMPANY Basic Materials 128,493.0 $2.0M 0.06% NEW $15.43 +38.2%
288 PM PHILIP MORRIS INTL INC Consumer Defensive 10,897.0 $2.0M 0.06% -31K -74.1% $180.91 +5.7%
289 HAS HASBRO INC Consumer Cyclical 23,862.0 $2.0M 0.06% NEW $82.59 +14.2%
290 INSW INTERNATIONAL SEAWAYS INC Energy 25,698.0 $2.0M 0.06% +5K +23.8% $76.59 +30.1%
291 TENB TENABLE HLDGS INC Technology 53,339.0 $2.0M 0.06% NEW $36.88 +2.8%
292 AVUV AMERICAN CENTY ETF TR 15,638.0 $2.0M 0.06% +646.0 +4.3% $124.76 +0.9%
293 MDYV SPDR SERIES TRUST 20,545.0 $1.9M 0.06% +3K +18.4% $94.85 +0.5%
294 MDYG SPDR SERIES TRUST 17,274.0 $1.9M 0.06% +4K +30.2% $112.09 -1.6%
295 YPF YPF SOCIEDAD ANONIMA Energy 42,417.0 $1.9M 0.06% NEW $45.47 +12.2%
296 SMR NUSCALE PWR CORP Utilities 192,257.0 $1.9M 0.06% NEW $10.03 -3.1%
297 IWF ISHARES TR 15,508.0 $1.9M 0.06% +12K +298.1% $124.17 -0.2%
298 RNG RINGCENTRAL INC Technology 49,046.0 $1.9M 0.06% NEW $38.98 +73.3%
299 NGVT INGEVITY CORP Basic Materials 25,520.0 $1.9M 0.06% +3K +15.7% $74.67 -6.4%
300 IIPR INNOVATIVE INDL PPTYS INC Real Estate 30,658.0 $1.9M 0.06% NEW $61.98 -8.1%
Page 15 of 36  ·  720 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%