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Portfolio (Quarterly) Guide ↗

NTV Asset Management LLC

· CIK 0001284208
13F Portfolio $1.0B AUM 317 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 317 New
Page 12 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CTVA Corteva Inc Basic Materials 5,676.0 $481K 0.05% NEW — $84.69 -7.3%
222 SRLN SSGA Active ETF TR — 11,900.0 $479K 0.05% NEW — $40.29 +0.6%
223 UTF Cohen & Steers Infrastructure Financial Services 17,342.0 $478K 0.05% NEW — $27.59 -12.4%
224 MO Altria Group Inc Consumer Defensive 6,628.0 $477K 0.05% NEW — $71.95 -4.4%
225 SHEL Shell PLC Energy 6,111.0 $474K 0.05% NEW — $77.54 +23.5%
226 BA Boeing Co Industrials 2,163.0 $468K 0.05% NEW — $216.47 -8.5%
227 PM Philip Morris Intl Inc Consumer Defensive 2,505.0 $453K 0.04% NEW — $180.91 +5.3%
228 CARR Carrier Global Corporation Industrials 6,173.0 $453K 0.04% NEW — $73.35 -23.1%
229 UNP Union Pacific Corp Industrials 1,655.0 $450K 0.04% NEW — $272.00 +0.7%
230 IJT iShares TR — 2,456.0 $439K 0.04% NEW — $178.60 -8.9%
231 IVE iShares TR — 1,930.0 $438K 0.04% NEW — $227.06 +2.2%
232 XSW SPDR Series Trust — 2,523.0 $433K 0.04% NEW — $171.81 +13.9%
233 MMM 3M Co Industrials 2,670.0 $432K 0.04% NEW — $161.92 +4.7%
234 IWS iShares TR — 2,626.0 $432K 0.04% NEW — $164.60 -0.8%
235 DFUS Dimensional ETF Trust — 5,115.0 $419K 0.04% NEW — $81.94 +2.6%
236 SCHG Schwab Strategic TR — 12,173.0 $412K 0.04% NEW — $33.84 +7.2%
237 SDY SPDR Series Trust — 2,659.0 $405K 0.04% NEW — $152.18 -2.4%
238 MS Morgan Stanley Financial Services 1,916.0 $401K 0.04% NEW — $209.04 -6.1%
239 SNOW Snowflake Inc Technology 1,563.0 $398K 0.04% NEW — $254.50 +32.0%
240 WY Weyerhaeuser Co Real Estate 15,583.0 $373K 0.04% NEW — $23.94 -16.4%
Page 12 of 16  ·  317 positions

① 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
Financial Services 40.4%
Technology 21.0%
Healthcare 13.8%
Industrials 5.5%
Consumer Defensive 4.8%
Communication Services 4.5%
Consumer Cyclical 3.9%
Utilities 2.2%
Energy 2.2%
Basic Materials 0.9%