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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 9 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYW ISHARES TR 6,955.0 $1.4M 0.05% +50.0 +0.7% $199.68 +19.9%
162 REGN REGENERON PHARMACEUTICALS Healthcare 1,799.0 $1.4M 0.05% +184.0 +11.4% $771.87 -20.7%
163 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 49,107.0 $1.4M 0.05% +8K +20.3% $27.83 +24.6%
164 SXC SUNCOKE ENERGY INC Energy 188,696.0 $1.4M 0.05% +28K +17.4% $7.20 +6.3%
165 NFG NATIONAL FUEL GAS CO Energy 16,762.0 $1.3M 0.05% +878.0 +5.5% $80.06 +2.4%
166 NTR NUTRIEN LTD Basic Materials 21,593.0 $1.3M 0.05% +10K +87.7% $61.72 +14.9%
167 IEMG ISHARES INC 19,656.0 $1.3M 0.05% +1K +5.5% $67.22 +19.1%
168 CTVA CORTEVA INC Basic Materials 19,136.0 $1.3M 0.05% +751.0 +4.1% $67.03 +22.0%
169 BSV VANGUARD BD INDEX FDS 15,362.0 $1.2M 0.04% +302.0 +2.0% $78.81 -1.2%
170 CHKP CHECK POINT SOFTWARE TECH LT Technology 6,456.0 $1.2M 0.04% +158.0 +2.5% $185.56 -33.1%
171 SCHD SCHWAB STRATEGIC TR 43,666.0 $1.2M 0.04% +7K +20.3% $27.43 +15.6%
172 RAMP LIVERAMP HLDGS INC Technology 40,528.0 $1.2M 0.04% +1K +3.2% $29.37 +28.5%
173 MEOH METHANEX CORP Basic Materials 29,935.0 $1.2M 0.04% +1K +5.2% $39.72 +55.0%
174 BKH BLACK HILLS CORP Utilities 16,877.0 $1.2M 0.04% +3K +18.4% $69.42 +6.6%
175 ADI ANALOG DEVICES INC Technology 4,244.0 $1.2M 0.04% +120.0 +2.9% $271.20 +57.2%
176 AVDE AMERICAN CENTY ETF TR 13,869.0 $1.1M 0.04% +2K +16.6% $82.32 +9.2%
177 TJX TJX COS INC NEW Consumer Cyclical 7,370.0 $1.1M 0.04% +1K +22.4% $153.62 -3.2%
178 EIX EDISON INTL Utilities 18,551.0 $1.1M 0.04% +3K +19.1% $60.02 +15.8%
179 SR SPIRE INC Utilities 13,437.0 $1.1M 0.04% +2K +19.6% $82.70 +3.8%
180 RMR RMR GROUP INC Real Estate 71,296.0 $1.1M 0.04% +10K +17.1% $14.90 +30.0%
Page 9 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%