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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 23 of 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ICSH ISHARES TR 14,361.0 $726K 0.02% -5K -26.9% $50.58 -0.0%
442 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,867.0 $722K 0.02% +147.0 +2.6% $123.12 +31.4%
443 WMB WILLIAMS COS INC Energy 9,694.0 $721K 0.02% +1K +17.1% $74.34 -0.8%
444 PEP PUT PEPSICO INC Consumer Defensive 5,300.0 $718K 0.02% NEW $135.40 +4.0%
445 NWBI NORTHWEST BANCSHARES INC Financial Services 46,922.0 $711K 0.02% +16K +52.8% $15.16 +0.7%
446 AVUS AMERICAN CENTY ETF TR 5,458.0 $699K 0.02% +249.0 +4.8% $128.08 +2.1%
447 IGIB ISHARES TR 13,085.0 $696K 0.02% +4K +51.5% $53.17 -1.4%
448 NEM NEWMONT CORP Basic Materials 7,417.0 $693K 0.02% +405.0 +5.8% $93.40 +42.7%
449 ITW ILLINOIS TOOL WKS INC Industrials 2,549.0 $690K 0.02% -6K -70.1% $270.52 +3.9%
450 VYM VANGUARD WHITEHALL FDS 4,344.0 $686K 0.02% +1K +51.8% $158.03 +4.1%
451 AFL AFLAC INC Financial Services 5,735.0 $672K 0.02% -303.0 -5.0% $117.25 -0.1%
452 DFAT DIMENSIONAL ETF TRUST 9,470.0 $662K 0.02% $69.90 +2.2%
453 JCI JOHNSON CONTROLS INTERNATION Industrials 4,504.0 $658K 0.02% +509.0 +12.7% $146.11 -2.5%
454 DIS PUT DISNEY WALT CO Communication Services 6,800.0 $654K 0.02% NEW $96.25 +11.6%
455 SLYV SPDR SERIES TRUST 5,985.0 $653K 0.02% +1K +32.7% $109.11 +0.9%
456 AEE AMEREN CORP Utilities 5,749.0 $650K 0.02% +182.0 +3.3% $113.04 -5.9%
457 AVEM AMERICAN CENTY ETF TR 6,695.0 $646K 0.02% +703.0 +11.7% $96.50 -1.5%
458 CEG CONSTELLATION ENERGY CORP Utilities 2,599.0 $646K 0.02% -400.0 -13.3% $248.37 +12.9%
459 DLR DIGITAL RLTY TR INC Real Estate 3,538.0 $635K 0.02% +2K +91.1% $179.58 +7.2%
460 TR TOOTSIE ROLL INDS INC Consumer Defensive 15,891.0 $628K 0.02% +462.0 +3.0% $39.55 +3.9%
Page 23 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%