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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 26 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,628.0 $384K 0.01% +816.0 +21.4% $83.00 -43.2%
502 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,091.0 $382K 0.01% +62.0 +6.0% $350.56 +12.0%
503 UPS UNITED PARCEL SERVICE INC Industrials 3,832.0 $380K 0.01% +52.0 +1.4% $99.18 -0.3%
504 SQQQ PROSHARES TR 5,500.0 $377K 0.01% NEW $68.50 -36.4%
505 VONG VANGUARD SCOTTSDALE FDS 3,086.0 $376K 0.01% -308.0 -9.1% $121.75 +4.9%
506 NWBI NORTHWEST BANCSHARES INC MD Financial Services 30,714.0 $369K 0.01% $12.00 +11.7%
507 NUE NUCOR CORP Basic Materials 2,253.0 $368K 0.01% -616.0 -21.5% $163.12 +39.2%
508 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,087.0 $366K 0.01% $33.02 +4.5%
509 ITOT ISHARES TR 2,451.0 $364K 0.01% +1K +72.4% $148.69 +8.2%
510 NRG NRG ENERGY INC Utilities 2,285.0 $364K 0.01% -86.0 -3.6% $159.25 -19.7%
511 FIDU FIDELITY COVINGTON TRUST 4,395.0 $362K 0.01% -601.0 -12.0% $82.48 +11.8%
512 WEC WEC ENERGY GROUP INC Utilities 3,435.0 $362K 0.01% +36.0 +1.1% $105.46 +3.5%
513 HWM HOWMET AEROSPACE INC Industrials 1,760.0 $361K 0.01% +433.0 +32.6% $205.02 +27.0%
514 ROST ROSS STORES INC Consumer Cyclical 1,996.0 $360K 0.01% +597.0 +42.7% $180.14 +18.1%
515 BKLN INVESCO EXCH TRADED FD TR II 16,985.0 $357K 0.01% +274.0 +1.6% $21.00 -2.3%
516 TEL TE CONNECTIVITY PLC Technology 1,559.0 $355K 0.01% +163.0 +11.7% $227.51 -9.8%
517 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,587.0 $354K 0.01% -126.0 -7.4% $223.17 -32.5%
518 SCHH SCHWAB STRATEGIC TR 16,949.0 $354K 0.01% $20.89 +11.3%
519 NOBL PROSHARES TR 3,361.0 $350K 0.01% +1K +51.1% $104.08 +2.6%
520 IDXX IDEXX LABS INC Healthcare 509.0 $344K 0.01% +17.0 +3.5% $676.53 -21.8%
Page 26 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%