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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 33 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ALB ALBEMARLE CORP Basic Materials 2,513.0 $204K 0.01% NEW $81.08 +122.5%
642 DOV DOVER CORP Industrials 1,218.0 $203K 0.01% NEW $166.83 +28.5%
643 MPWR MONOLITHIC PWR SYS INC Technology 220.0 $203K 0.01% NEW $920.64 +75.3%
644 GDDY GODADDY INC Technology 1,469.0 $201K 0.01% NEW $136.83 -37.9%
645 SMCI SUPER MICRO COMPUTER INC Technology 4,176.0 $200K 0.01% NEW $47.94 -31.1%
646 THM INTERNATIONAL TOWER HILL MIN Basic Materials 101,241.0 $166K 0.01% NEW $1.64 +62.8%
647 AKBA AKEBIA THERAPEUTICS INC Healthcare 59,000.0 $161K 0.01% NEW $2.73 -61.2%
648 PROSHARES TR 10,000.0 $152K 0.01% NEW $15.23
649 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 16,000.0 $103K 0.00% NEW $6.42 +57.2%
650 AMERICAN REBEL HLDGS INC 100,000.0 $95K 0.00% NEW $0.95
651 BBDC BARINGS BDC INC Financial Services 10,854.0 $95K 0.00% NEW $8.76 -1.8%
652 RANI RANI THERAPEUTICS HLDGS INC Healthcare 150,000.0 $75K 0.00% NEW $0.50 +116.1%
653 ETF OPPORTUNITIES TRUST 12,605.0 $59K 0.00% NEW $4.65
654 PRT PERMROCK ROYALTY TRUST Energy 14,665.0 $58K 0.00% NEW $3.96 -32.8%
655 CGTX COGNITION THERAPEUTICS INC Healthcare 25,250.0 $34K 0.00% NEW $1.35 -15.6%
656 ANVS ANNOVIS BIO INC Healthcare 13,001.0 $27K 0.00% NEW $2.07 -0.5%
657 PLG PLATINUM GROUP METALS LTD Basic Materials 10,000.0 $26K 0.00% NEW $2.65 -31.7%
658 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 10,038.0 $16K 0.00% NEW $1.58 -50.8%
659 SKYX SKYX PLATFORMS CORP Industrials 10,000.0 $11K NEW $1.12 -3.6%
660 FIBROBIOLOGICS INC 10,000.0 $5K NEW $0.55
Page 33 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%