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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 35 of 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RYLD GLOBAL X FDS 10,941.0 $175K 0.01% NEW $15.99 +1.6%
682 BMNR BITMINE IMMERSION TECHS INC Financial Services 12,580.0 $167K 0.01% +125.0 +1.0% $13.31 +85.9%
683 JBS N.V. 12,902.0 $153K 0.01% -2K -11.1% $11.85
684 KRNY KEARNY FINL CORP MD Financial Services 14,184.0 $134K 0.00% NEW $9.46 +4.9%
685 GROY GOLD ROYALTY CORP Basic Materials 46,657.0 $129K 0.00% -3.9M -98.8% $2.76 +24.1%
686 UROY URANIUM RTY CORP Energy 42,196.0 $117K 0.00% NEW $2.78 +55.2%
687 RANI RANI THERAPEUTICS HLDGS INC Healthcare 150,000.0 $114K 0.00% $0.76 +11.5%
688 OIH VANECK ETF TRUST 303.0 $113K 0.00% NEW $372.03 +9.0%
689 BRN BARNWELL INDS INC Energy 100,000.0 $101K 0.00% NEW $1.01 -5.0%
690 CXM SPRINKLR INC Technology 15,377.0 $79K 0.00% -1K -6.6% $5.16 +44.3%
691 MNKD MANNKIND CORP Healthcare 18,000.0 $77K 0.00% NEW $4.26 -3.8%
692 DDD 3D SYS CORP DEL Technology 24,792.0 $75K 0.00% NEW $3.02 +6.1%
693 MSFT CALL MICROSOFT CORP Technology 200.0 $75K 0.00% NEW $373.02 +32.5%
694 NFLX CALL NETFLIX INC. Communication Services 1,000.0 $71K 0.00% NEW $71.40 +14.4%
695 AKBA AKEBIA THREAPEUTICS INC Healthcare 59,000.0 $67K 0.00% $1.14 -21.9%
696 UWMC UWM HOLDINGS CORPORATION Financial Services 27,016.0 $62K 0.00% NEW $2.29 -37.1%
697 ANVS ANNOVIS BIO INC Healthcare 28,001.0 $52K 0.00% +11K +64.7% $1.86 -4.8%
698 NOW CALL SERVICENOW INC Technology 500.0 $50K 0.00% NEW $99.28 +26.2%
699 PSEC PROSPECT CAP CORP Financial Services 18,405.0 $43K 0.00% NEW $2.31 -0.4%
700 AVGO CALL BROADCOM INC Technology 100.0 $38K 0.00% NEW $377.75 -7.0%
Page 35 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%