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Portfolio (Quarterly) Guide ↗

CWA Asset Management Group, LLC

· CIK 0001667134
13F Portfolio $2.7B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 660 New
Page 17 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 79,867.0 $1.3M 0.05% NEW $15.70 +59.2%
322 CTVA CORTEVA INC Basic Materials 18,385.0 $1.2M 0.05% NEW $67.63 +21.6%
323 AGCO AGCO CORP Industrials 11,565.0 $1.2M 0.05% NEW $107.07 +5.7%
324 IEMG ISHARES INC 18,637.0 $1.2M 0.04% NEW $65.92 +20.5%
325 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 88,894.0 $1.2M 0.04% NEW $13.55 +88.7%
326 CF CF INDS HLDGS INC Basic Materials 13,270.0 $1.2M 0.04% NEW $89.70 +39.6%
327 SPGI S&P GLOBAL INC Financial Services 2,445.0 $1.2M 0.04% NEW $486.72 -17.2%
328 NEW GOLD INC CDA 165,662.0 $1.2M 0.04% NEW $7.18
329 BSV VANGUARD BD INDEX FDS 15,060.0 $1.2M 0.04% NEW $78.91 -1.4%
330 OVV OVINTIV INC Energy 28,793.0 $1.2M 0.04% NEW $40.38 +48.6%
331 VFH VANGUARD WORLD FD 8,786.0 $1.2M 0.04% NEW $131.24 -3.4%
332 T AT&T INC Communication Services 40,456.0 $1.1M 0.04% NEW $28.24 -14.9%
333 WM WASTE MGMT INC DEL Industrials 5,157.0 $1.1M 0.04% NEW $220.81 -0.4%
334 MEOH METHANEX CORP Basic Materials 28,453.0 $1.1M 0.04% NEW $39.76 +59.4%
335 BSX BOSTON SCIENTIFIC CORP Healthcare 11,558.0 $1.1M 0.04% NEW $97.63 -42.7%
336 MS MORGAN STANLEY Financial Services 6,993.0 $1.1M 0.04% NEW $158.97 +21.1%
337 MPLX MPLX LP Energy 22,193.0 $1.1M 0.04% NEW $49.95 +9.7%
338 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,402.0 $1.1M 0.04% NEW $323.55 -19.6%
339 FAST FASTENAL CO Industrials 22,043.0 $1.1M 0.04% NEW $49.04 -11.8%
340 VDC VANGUARD WORLD FD 5,003.0 $1.1M 0.04% NEW $213.74 +9.6%
Page 17 of 33  ·  660 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 32.2%
Financial Services 16.5%
Consumer Cyclical 9.2%
Industrials 7.0%
Communication Services 6.9%
Basic Materials 6.5%
Healthcare 6.0%
Consumer Defensive 5.8%
Energy 4.9%
Utilities 3.3%