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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 6 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EWX SPDR Index Shares Fund — 32,225.0 $2.4M 0.23% NEW — $74.31 -3.1%
102 GBTC Grayscale Bitcoin Trust ETF Financial Services 48,278.0 $2.2M 0.21% NEW — $45.52 +42.6%
103 CHCO City Hldg Co Financial Services 16,407.0 $2.2M 0.21% NEW — $132.64 +7.0%
104 AEP American Electric Power Co Inc Utilities 15,722.0 $2.2M 0.21% NEW — $136.81 -13.5%
105 AMAT Applied Materials Inc Technology 2,942.0 $2.1M 0.21% NEW — $723.00 -32.9%
106 SHY iShares TR — 25,838.0 $2.1M 0.21% NEW — $82.11 -1.1%
107 XLK Select Sector SPDR TR — 11,024.0 $2.1M 0.21% NEW — $190.52 +3.0%
108 — Honeywell Aerospace Inc — 9,395.0 $2.1M 0.20% NEW — $221.08 —
109 GEV GE Vernova Inc Utilities 1,757.0 $2.1M 0.20% NEW — $1174.86 -18.5%
110 SO Southern Co Utilities 21,250.0 $2.0M 0.20% NEW — $95.71 -13.4%
111 NEE Nextera Energy Inc. Utilities 21,896.0 $1.9M 0.19% NEW — $87.77 -13.3%
112 GLW Corning Inc Technology 7,412.0 $1.9M 0.18% NEW — $255.45 -38.7%
113 IEFA iShares TR — 19,603.0 $1.9M 0.18% NEW — $96.58 +1.9%
114 XLG Invesco Exchange Traded Fd TR II — 30,884.0 $1.9M 0.18% NEW — $61.23 +5.0%
115 FLOT iShares TR — 36,941.0 $1.9M 0.18% NEW — $51.05 -0.0%
116 BIL SPDR Series Trust — 20,520.0 $1.9M 0.18% NEW — $91.64 -0.0%
117 GRNY Tidal Trust I — 64,805.0 $1.8M 0.18% NEW — $27.65 +2.4%
118 DUK Duke Energy Corp New Utilities 14,067.0 $1.8M 0.17% NEW — $126.58 -10.5%
119 VZ Verizon Communications Inc Communication Services 41,202.0 $1.7M 0.17% NEW — $42.34 +11.2%
120 DVYE iShares Inc — 53,500.0 $1.7M 0.17% NEW — $32.23 +6.1%
Page 6 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%