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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 2 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARKG ARK ETF Tr — 248,500.0 $10.5M 1.02% NEW — $42.06 +26.9%
22 JPM JPMorgan Chase & Co Financial Services 30,902.0 $10.1M 0.99% NEW — $327.33 +4.8%
23 XLF Select Sector SPDR TR — 186,462.0 $10.0M 0.98% NEW — $53.61 +2.3%
24 — Exxon Mobil Corp — 69,250.0 $9.5M 0.93% NEW — $136.72 —
25 SMH VanEck ETF Trust — 14,276.0 $9.4M 0.92% NEW — $655.91 -7.5%
26 CSCO Cisco Sys Inc Technology 76,696.0 $9.0M 0.88% NEW — $117.46 -9.2%
27 ABBV Abbvie Inc Healthcare 35,144.0 $8.8M 0.87% NEW — $251.64 +5.1%
28 CIBR First TR Exchange Traded Fund — 96,201.0 $8.6M 0.85% NEW — $89.85 +12.4%
29 FEZ SPDR Index Shares Fund — 125,496.0 $8.6M 0.84% NEW — $68.68 -0.0%
30 DIA State Street SPDR Dow Jones Ind Financial Services 16,294.0 $8.5M 0.83% NEW — $522.39 -0.9%
31 JNJ Johnson & Johnson Healthcare 32,909.0 $8.4M 0.82% NEW — $253.97 +6.8%
32 AMZN Amazon Com Inc Consumer Cyclical 34,501.0 $8.2M 0.81% NEW — $238.34 +4.8%
33 ROBO Exchange Traded Concepts TR — 94,395.0 $8.1M 0.79% NEW — $85.66 -5.4%
34 UBSI United Bankshares Inc WV Financial Services 172,525.0 $7.9M 0.78% NEW — $45.83 +2.2%
35 QTUM ETF SER Solutions — 47,024.0 $7.8M 0.76% NEW — $165.38 -7.0%
36 PAVE Global X Funds — 128,553.0 $7.6M 0.74% NEW — $58.92 -9.3%
37 BINC Blackrock ETF Trust II — 131,962.0 $6.9M 0.68% NEW — $52.34 -2.5%
38 AMLP Alps ETF TR — 131,178.0 $6.8M 0.67% NEW — $51.85 +2.3%
39 OEF iShares TR — 18,354.0 $6.7M 0.66% NEW — $365.87 +5.5%
40 TFC Truist Finl Corp Financial Services 134,167.0 $6.7M 0.66% NEW — $49.82 -4.3%
Page 2 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%