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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 18 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EIX EDISON INTL Utilities 18,551.0 $1.1M 0.04% +3K +19.1% $60.02 +18.3%
342 SR SPIRE INC Utilities 13,437.0 $1.1M 0.04% +2K +19.6% $82.70 +4.7%
343 RMR RMR GROUP INC Real Estate 71,296.0 $1.1M 0.04% +10K +17.1% $14.90 +31.1%
344 CEG CONSTELLATION ENERGY CORP Utilities 2,999.0 $1.1M 0.04% +130.0 +4.5% $353.27 -22.6%
345 CF CF INDS HLDGS INC Basic Materials 13,658.0 $1.1M 0.04% +388.0 +2.9% $77.34 +64.5%
346 ENIC ENEL CHILE S.A. Utilities 259,274.0 $1.0M 0.04% +42K +19.3% $4.02 +5.0%
347 VDC VANGUARD WORLD FD 4,928.0 $1.0M 0.04% -75.0 -1.5% $211.25 +10.5%
348 ADT ADT INC DEL Industrials 128,344.0 $1.0M 0.04% NEW $8.07 -15.4%
349 PGR PROGRESSIVE CORP Financial Services 4,524.0 $1.0M 0.04% -1K -23.1% $227.72 -11.5%
350 T AT&T INC Communication Services 41,418.0 $1.0M 0.04% +962.0 +2.4% $24.84 +0.9%
351 PPL PPL CORP Utilities 29,129.0 $1.0M 0.04% +4K +17.5% $35.02 +1.4%
352 GROW U S GLOBAL INVS INC Financial Services 421,390.0 $1.0M 0.04% +168K +66.4% $2.41 +10.8%
353 KLAC KLA CORP Technology 834.0 $1.0M 0.04% +57.0 +7.3% $1214.71 +47.0%
354 INSW INTERNATIONAL SEAWAYS INC Energy 20,766.0 $1.0M 0.04% NEW $48.55 +75.3%
355 ICSH ISHARES TR 19,632.0 $993K 0.04% $50.58 -0.1%
356 SNY SANOFI SA Healthcare 20,464.0 $992K 0.04% +3K +20.5% $48.46 -8.2%
357 EC ECOPETROL S A Energy 98,905.0 $991K 0.04% NEW $10.02 +41.4%
358 BSX BOSTON SCIENTIFIC CORP Healthcare 10,382.0 $990K 0.04% -1K -10.2% $95.35 -41.9%
359 KKR KKR & CO INC Financial Services 7,764.0 $990K 0.04% $127.48 -28.4%
360 EPD ENTERPRISE PRODS PARTNERS L Energy 30,496.0 $978K 0.04% +3K +10.7% $32.06 +24.6%
Page 18 of 33  ·  643 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%