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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 25 of 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,329.0 $574K 0.02% -347.0 -6.1% $107.78 +3.8%
482 WELL WELLTOWER INC Real Estate 2,518.0 $572K 0.02% +94.0 +3.9% $227.01 +5.5%
483 HCC WARRIOR MET COAL INC Energy 7,000.0 $568K 0.02% $81.16 +33.4%
484 EXR EXTRA SPACE STORAGE INC Real Estate 3,888.0 $565K 0.02% +226.0 +6.2% $145.30 -0.8%
485 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,228.0 $564K 0.02% +118.0 +10.6% $459.13 +14.4%
486 PWR QUANTA SVCS INC Industrials 782.0 $563K 0.02% +96.0 +14.0% $720.10 -13.7%
487 IWD ISHARES TR 2,315.0 $561K 0.02% -1K -36.7% $242.42 +6.4%
488 NOC NORTHROP GRUMMAN CORP Industrials 1,083.0 $552K 0.02% +88.0 +8.8% $509.53 +7.1%
489 TGT TARGET CORP Consumer Defensive 4,184.0 $546K 0.02% +702.0 +20.2% $130.60 +26.8%
490 ED CONSOLIDATED EDISON INC Utilities 4,932.0 $546K 0.02% -32K -86.5% $110.63 -3.7%
491 ROST ROSS STORES INC Consumer Cyclical 2,560.0 $545K 0.02% +564.0 +28.3% $212.85 +9.7%
492 WEC WEC ENERGY GROUP INC Utilities 4,650.0 $543K 0.02% +1K +35.4% $116.77 -8.9%
493 FNDA SCHWAB STRATEGIC TR 14,201.0 $540K 0.02% +135.0 +1.0% $38.06 -1.2%
494 NUE NUCOR CORP Basic Materials 2,410.0 $537K 0.02% +157.0 +7.0% $222.78 +12.6%
495 GDX VANECK ETF TRUST 6,894.0 $520K 0.02% +2K +47.1% $75.45 +37.4%
496 NSC NORFOLK SOUTHN CORP Industrials 1,652.0 $520K 0.02% +257.0 +18.4% $314.61 +11.1%
497 EXPAND ENERGY CORPORATION 5,538.0 $505K 0.01% -598.0 -9.8% $91.19
498 EOG EOG RES INC Energy 3,878.0 $503K 0.01% -5K -55.2% $129.73 +10.7%
499 XEL XCEL ENERGY INC Utilities 6,242.0 $501K 0.01% -990.0 -13.7% $80.30 -4.3%
500 VRT VERTIV HOLDINGS CO Industrials 1,495.0 $501K 0.01% NEW $334.82 -21.1%
Page 25 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%