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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 32 of 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AMP AMERIPRISE FINL INC Financial Services 571.0 $262K 0.01% -48.0 -7.8% $458.76 +22.4%
622 KEYS KEYSIGHT TECHNOLOGIES INC Technology 746.0 $261K 0.01% NEW $350.07 -7.9%
623 LNG CHENIERE ENERGY INC Energy 1,085.0 $259K 0.01% NEW $239.01 +18.4%
624 XAR SPDR SERIES TRUST 908.0 $258K 0.01% $283.77 -6.0%
625 VPU VANGUARD WORLD FD 1,315.0 $257K 0.01% +142.0 +12.1% $195.76 -3.9%
626 BAX BAXTER INTL INC Healthcare 12,018.0 $256K 0.01% NEW $21.32 +24.6%
627 PCAR PACCAR INC Industrials 2,132.0 $256K 0.01% NEW $120.12 +7.8%
628 AVDV AMERICAN CENTY ETF TR 2,473.0 $255K 0.01% -298.0 -10.8% $103.05 +9.2%
629 BP BP PLC Energy 6,856.0 $253K 0.01% +975.0 +16.6% $36.95 +15.6%
630 RGA REINSURANCE GROUP AMER INC Financial Services 1,188.0 $253K 0.01% -212.0 -15.1% $212.65 +16.0%
631 SHM SPDR SERIES TRUST 5,150.0 $247K 0.01% -1K -22.4% $47.97 -0.4%
632 SCC PROSHARES TR 17,000.0 $246K 0.01% NEW $14.50 -0.3%
633 SRE SEMPRA Utilities 2,649.0 $246K 0.01% NEW $92.71 -8.0%
634 BKR BAKER HUGHES COMPANY Energy 4,421.0 $245K 0.01% NEW $55.50 +11.6%
635 OCFC OCEANFIRST FINL CORP Financial Services 12,500.0 $244K 0.01% -214.0 -1.7% $19.53 -1.9%
636 MP MP MATERIALS CORP Basic Materials 4,321.0 $242K 0.01% NEW $56.01 +5.5%
637 TROW PRICE T ROWE GROUP INC Financial Services 2,124.0 $241K 0.01% -1K -36.0% $113.68 -1.5%
638 EXPD EXPEDITORS INTL WASH INC Industrials 1,474.0 $240K 0.01% -206.0 -12.3% $163.03 +16.7%
639 FANG DIAMONDBACK ENERGY INC Energy 1,345.0 $236K 0.01% NEW $175.79 +14.0%
640 COIN COINBASE GLOBAL INC Financial Services 1,602.0 $234K 0.01% -864.0 -35.0% $146.19 +24.2%
Page 32 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%