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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MDLZ MONDELEZ INTL INC Consumer Defensive 5,691 $356K 0.01% SOLD
42 ES EVERSOURCE ENERGY Utilities 4,566 $325K 0.01% SOLD
43 CINF CINCINNATI FINL CORP Financial Services 1,984 $314K 0.01% SOLD
44 FMC FMC CORP Basic Materials 9,116 $307K 0.01% SOLD
45 HTGC HERCULES CAPITAL INC Financial Services 15,570 $294K 0.01% SOLD
46 POOL POOL CORP Industrials 940 $291K 0.01% SOLD
47 DD DUPONT DE NEMOURS INC Basic Materials 3,630 $283K 0.01% SOLD
48 LNG CHENIERE ENERGY INC Energy 1,193 $280K 0.01% SOLD
49 BRO BROWN & BROWN INC Financial Services 2,956 $277K 0.01% SOLD
50 SWK STANLEY BLACK & DECKER INC Industrials 3,688 $274K 0.01% SOLD
51 GWW GRAINGER W W INC Industrials 277 $264K 0.01% SOLD
52 ROP ROPER TECHNOLOGIES INC Industrials 529 $264K 0.01% SOLD
53 BBY BEST BUY INC Consumer Cyclical 3,397 $257K 0.01% SOLD
54 MOH MOLINA HEALTHCARE INC Healthcare 1,339 $256K 0.01% SOLD
55 EQIX EQUINIX INC Real Estate 324 $254K 0.01% SOLD
56 ARLP ALLIANCE RESOURCE PARTNERS L Energy 9,918 $251K 0.01% SOLD
57 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,500 $248K 0.01% SOLD
58 SWKS SKYWORKS SOLUTIONS INC Technology 3,220 $248K 0.01% SOLD
59 MAC COPPER LIMITED 20,079 $245K 0.01% SOLD
60 AZO AUTOZONE INC Consumer Cyclical 57 $245K 0.01% SOLD
Page 3 of 5  ·  85 positions
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%