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Portfolio (Quarterly) Guide ↗

CWA Asset Management Group, LLC

· CIK 0001667134
13F Portfolio $2.8B AUM 643 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 68 New 272 Added 236 Reduced 85 Exited
Page 13 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,628.0 $384K 0.01% +816.0 +21.4% $83.00 -44.5%
242 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,091.0 $382K 0.01% +62.0 +6.0% $350.56 +13.2%
243 UPS UNITED PARCEL SERVICE INC Industrials 3,832.0 $380K 0.01% +52.0 +1.4% $99.18 -0.8%
244 ITOT ISHARES TR 2,451.0 $364K 0.01% +1K +72.4% $148.69 +8.3%
245 WEC WEC ENERGY GROUP INC Utilities 3,435.0 $362K 0.01% +36.0 +1.1% $105.46 +5.9%
246 HWM HOWMET AEROSPACE INC Industrials 1,760.0 $361K 0.01% +433.0 +32.6% $205.02 +32.8%
247 ROST ROSS STORES INC Consumer Cyclical 1,996.0 $360K 0.01% +597.0 +42.7% $180.14 +18.4%
248 BKLN INVESCO EXCH TRADED FD TR II 16,985.0 $357K 0.01% +274.0 +1.6% $21.00 -1.9%
249 TEL TE CONNECTIVITY PLC Technology 1,559.0 $355K 0.01% +163.0 +11.7% $227.51 -9.2%
250 NOBL PROSHARES TR 3,361.0 $350K 0.01% +1K +51.1% $104.08 +1.4%
251 IDXX IDEXX LABS INC Healthcare 509.0 $344K 0.01% +17.0 +3.5% $676.53 -21.2%
252 IUSG ISHARES TR 2,048.0 $344K 0.01% +31.0 +1.5% $167.94 +11.2%
253 FLBL FRANKLIN TEMPLETON ETF TR 14,673.0 $344K 0.01% +378.0 +2.6% $23.42 -1.5%
254 HOOD ROBINHOOD MKTS INC Financial Services 3,030.0 $343K 0.01% +868.0 +40.1% $113.10 -28.6%
255 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 12,455.0 $338K 0.01% +470.0 +3.9% $27.15 -26.8%
256 L LOEWS CORP Financial Services 2,958.0 $312K 0.01% +43.0 +1.5% $105.32 -0.1%
257 CI THE CIGNA GROUP Healthcare 1,117.0 $307K 0.01% +337.0 +43.2% $275.18 +3.7%
258 FNB F N B CORP Financial Services 17,974.0 $307K 0.01% +5K +38.6% $17.10 +1.5%
259 A AGILENT TECHNOLOGIES INC Healthcare 2,130.0 $290K 0.01% +48.0 +2.3% $136.07 -17.9%
260 PWR QUANTA SVCS INC Industrials 686.0 $290K 0.01% +46.0 +7.2% $422.10 +84.8%
Page 13 of 14  ·  272 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 31.6%
Financial Services 17.0%
Consumer Cyclical 8.4%
Healthcare 7.2%
Basic Materials 7.2%
Industrials 7.1%
Communication Services 7.0%
Consumer Defensive 5.1%
Energy 4.2%
Utilities 3.5%