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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 36 of 36  ·  720 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PRT PERMROCK ROYALTY TRUST Energy 14,665.0 $33K 0.00% $2.24 -0.0%
702 VST CALL VISTRA CORP Utilities 200.0 $32K 0.00% NEW $158.63 -11.2%
703 CGTX COGNITION THERAPEUTICS INC Healthcare 23,000.0 $26K 0.00% -2K -8.9% $1.15 -11.5%
704 CAN CANAAN INC Technology 81,850.0 $23K 0.00% NEW $0.29 +44.5%
705 HOOD CALL ROBINHOOD MKTS INC Financial Services 200.0 $20K 0.00% NEW $100.28 +10.5%
706 NVDA CALL NVIDIA CORPORATION Technology 100.0 $20K 0.00% NEW $200.09 +5.2%
707 QCOM CALL QUALCOMM INC Technology 100.0 $18K 0.00% NEW $184.79 -13.4%
708 CRM CALL SALESFORCE INC Technology 100.0 $16K NEW $156.66 +29.9%
709 OXSQ OXFORD SQUARE CAP CORP Financial Services 11,698.0 $15K NEW $1.32 +3.0%
710 ORCL CALL ORACLE CORP Technology 100.0 $15K NEW $146.55 +0.8%
711 PLG PLATINUM GROUP METALS LTD Basic Materials 10,000.0 $14K $1.35 +14.8%
712 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 100.0 $12K NEW $116.67 +50.9%
713 SHOP CALL SHOPIFY INC Technology 100.0 $11K NEW $114.18 +33.1%
714 SKYX SKYX PLATFORMS CORP Industrials 10,000.0 $11K $1.10 +11.3%
715 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 10,038.0 $6K $0.56 +46.6%
716 NVO CALL NOVO-NORDISK A S Healthcare 100.0 $5K NEW $47.94 -0.3%
717 NKE CALL NIKE INC Consumer Cyclical 100.0 $4K NEW $41.05 -5.0%
718 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 100.0 $3K NEW $30.71 +23.4%
719 BMNR CALL BITMINE IMMERSION TECHS INC Financial Services 200.0 $3K NEW $13.31 +88.1%
720 XOM PUT EXXON MOBIL CORP Energy 4,100.0 NEW
Page 36 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%