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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FITB FIFTH THIRD BANCORP Financial Services 4,406.0 $206K 0.01% NEW $46.81 +1.9%
62 AME AMETEK INC Industrials 1,003.0 $206K 0.01% NEW $205.32 +11.0%
63 FFLC FIDELITY COVINGTON TRUST 3,758.0 $201K 0.01% NEW $53.36 +8.5%
64 TECS DIREXION SHS ETF TR 10,000.0 $173K 0.01% NEW $17.29 -50.5%
65 AMERICAN BITCOIN CORP. 27,248.0 $46K 0.00% NEW $1.70
66 FG NEXUS INC. 11,862.0 $33K 0.00% NEW $2.75
67 AKARI THERAPEUTICS PLC 55,000.0 $16K 0.00% NEW $0.29
68 TUHURA BIOSCIENCES INC 10,000.0 $8K NEW $0.76
Page 4 of 4  ·  68 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%