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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 31 of 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 749.0 $290K 0.01% -342.0 -31.4% $386.73 +4.1%
602 FIX COMFORT SYS USA INC Industrials 146.0 $289K 0.01% NEW $1981.96 -18.5%
603 OUNZ VANECK MERK GOLD ETF Financial Services 7,478.0 $289K 0.01% $38.59 +14.4%
604 BMO BANK MONTREAL MEDIUM Financial Services 1,623.0 $287K 0.01% NEW $176.70 -2.2%
605 PRK PARK NATL CORP Financial Services 1,567.0 $287K 0.01% $182.99 +9.0%
606 CENX CENTURY ALUM CO Basic Materials 6,221.0 $286K 0.01% NEW $46.01 -4.5%
607 ALL ALLSTATE CORP Financial Services 1,196.0 $285K 0.01% NEW $237.94 +10.0%
608 AZN ASTRAZENECA PLC Healthcare 1,495.0 $283K 0.01% NEW $189.62 -12.3%
609 FNCL FIDELITY COVINGTON TRUST 3,632.0 $278K 0.01% +227.0 +6.7% $76.57 +8.2%
610 RSG REPUBLIC SVCS INC Industrials 1,298.0 $277K 0.01% +335.0 +34.8% $213.08 +4.3%
611 WBD WARNER BROS DISCOVERY INC Communication Services 10,309.0 $275K 0.01% NEW $26.66 +7.8%
612 TBLL INVESCO EXCH TRADED FD TR II 2,602.0 $275K 0.01% -472.0 -15.3% $105.57 +0.0%
613 NIOCORP DEVS LTD 56,575.0 $273K 0.01% NEW $4.82
614 BRLN BLACKROCK ETF TRUST II 5,290.0 $269K 0.01% NEW $50.90 -0.2%
615 IVE ISHARES TR 1,176.0 $267K 0.01% -333.0 -22.1% $227.14 +4.7%
616 WAT WATERS CORP Healthcare 712.0 $267K 0.01% NEW $375.04 +10.4%
617 BSX BOSTON SCIENTIFIC CORP Healthcare 6,235.0 $266K 0.01% -4K -39.9% $42.68 +12.9%
618 FNDE SCHWAB STRATEGIC TR 6,701.0 $266K 0.01% $39.68 +5.6%
619 FITB FIFTH THIRD BANCORP Financial Services 4,688.0 $264K 0.01% +282.0 +6.4% $56.37 -2.3%
620 FDS FACTSET RESH SYS INC Financial Services 1,140.0 $262K 0.01% NEW $230.12 +28.4%
Page 31 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%