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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 30 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ROP ROPER TECHNOLOGIES INC Industrials 529.0 $264K 0.01% NEW $498.69 -36.2%
582 STIP ISHARES TR 2,523.0 $261K 0.01% NEW $103.36 +0.2%
583 HWM HOWMET AEROSPACE INC Industrials 1,327.0 $260K 0.01% NEW $196.23 +38.8%
584 FNCL FIDELITY COVINGTON TRUST 3,405.0 $260K 0.01% NEW $76.34 -4.7%
585 NDAQ NASDAQ INC Financial Services 2,932.0 $259K 0.01% NEW $88.45 +2.8%
586 LHX L3HARRIS TECHNOLOGIES INC Industrials 849.0 $259K 0.01% NEW $305.41 +0.7%
587 VAW VANGUARD WORLD FD 1,265.0 $259K 0.01% NEW $204.79 +10.8%
588 BBY BEST BUY INC Consumer Cyclical 3,397.0 $257K 0.01% NEW $75.62 -25.6%
589 MOH MOLINA HEALTHCARE INC Healthcare 1,339.0 $256K 0.01% NEW $191.36 -2.4%
590 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,812.0 $256K 0.01% NEW $67.07 -31.3%
591 PRK PARK NATL CORP Financial Services 1,567.0 $255K 0.01% NEW $162.53 +3.0%
592 EQIX EQUINIX INC Real Estate 324.0 $254K 0.01% NEW $783.03 +37.9%
593 ARLP ALLIANCE RESOURCE PARTNERS L Energy 9,918.0 $251K 0.01% NEW $25.28 -0.6%
594 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 961.0 $249K 0.01% NEW $259.44 +22.0%
595 CNI CANADIAN NATL RY CO Industrials 2,640.0 $249K 0.01% NEW $94.30 +19.2%
596 TOST TOAST INC Technology 6,818.0 $249K 0.01% NEW $36.51 -36.8%
597 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,500.0 $248K 0.01% NEW $38.22 -0.4%
598 YUM YUM BRANDS INC Consumer Cyclical 1,631.0 $248K 0.01% NEW $152.00 -0.9%
599 SWKS SKYWORKS SOLUTIONS INC Technology 3,220.0 $248K 0.01% NEW $76.98 -12.9%
600 KR KROGER CO Consumer Defensive 3,650.0 $246K 0.01% NEW $67.41 -0.9%
Page 30 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%