CWA Asset Management Group, LLC
CIK 1667134
13F filing for Q2 2026・No. 1,216
- Holdings
- US$3.28B
- Quarter change
- +US$335.14M
- Entries
- 729
- Net bought (estimate)
- +US$171.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 98
- Sold out 49
- Cut 207
- Added 353
- Corporate actions 2
- Unchanged 35
Largest holdings
693 stocks worth US$3.25B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 999,798 | US$200.05M | 6.15% |
| AAPLAppleCOM | Added | 579,127 | US$167.58M | 5.15% |
| MSFTMicrosoftCOM | Added | 206,608 | US$77.07M | 2.37% |
| ISHARES TR1 3 YR TREAS BD | Cut | 843,777 | US$69.28M | 2.13% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 804,327 | US$66.48M | 2.04% |
| CAPITOL SER TRSTERL CAP BD ETF | Added | 2,380,804 | US$59.6M | 1.83% |
| AMZNAmazonCOM | Cut | 242,287 | US$57.75M | 1.77% |
| TEXAS PACIFIC LAND CORPORATICOM | Added | 127,627 | US$55.85M | 1.72% |
| GOOGALPHABET INCCAP STK CL C | Added | 157,285 | US$55.57M | 1.71% |
| TSTENARIS S ASPONSORED ADS | Added | 987,291 | US$54.78M | 1.68% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.