CWA Asset Management Group, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$2.8T

Holdings

642

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (642 positions)

#StockSharesValue% PortfolioType
201
KRTKARAT PACKAGING INC
106,265$2.4B0.09%
202
CYDCHINA YUCHAI INTL LTD
66,430$2.4B0.08%
203
VLOVALERO ENERGY CORP
14,243$2.3B0.08%
204
DVNDEVON ENERGY CORP NEW
61,786$2.3B0.08%
205
CMECME GROUP INC
8,276$2.3B0.08%
206
LVLNSPDR SERIES TRUST
34,549$2.2B0.08%
207
NEENEXTERA ENERGY INC
27,557$2.2B0.08%
208
AMGNAMGEN INC
6,669$2.2B0.08%
209
DDOMINION ENERGY INC
37,068$2.2B0.08%
210
GCTGIGACLOUD TECHNOLOGY INC
54,742$2.1B0.08%
211
YOUCLEAR SECURE INC
61,169$2.1B0.08%
212
TSCOTRACTOR SUPPLY CO
42,735$2.1B0.08%
213
IGICINTL GNRL INSURANCE HLDNGS L
85,104$2.1B0.08%
214
QRVOQORVO INC
25,202$2.1B0.08%
215
AXSAXIS CAP HLDGS LTD
19,813$2.1B0.08%
216
VICIVICI PPTYS INC
75,317$2.1B0.08%
217
ETNEATON CORP PLC
6,635$2.1B0.08%
218
EX9EXELIXIS INC
48,035$2.1B0.08%
219
ITWILLINOIS TOOL WKS INC
8,531$2.1B0.08%
220
PRLBPROTO LABS INC
41,508$2.1B0.08%
221
PAYXPAYCHEX INC
18,545$2.1B0.07%
222
PLTKPLAYTIKA HLDG CORP
524,497$2.1B0.07%
223
AUPHAURINIA PHARMACEUTICALS INC
129,201$2.1B0.07%
224
ESNTESSENT GROUP LTD
31,612$2.1B0.07%
225
AMBPARDAGH METAL PACKAGING S A
500,070$2.0B0.07%
226
OGSONE GAS INC
26,363$2.0B0.07%
227
HSTHOST HOTELS & RESORTS INC
114,632$2.0B0.07%
228
ALSNALLISON TRANSMISSION HLDGS I
20,671$2.0B0.07%
229
GSKGSK PLC
40,946$2.0B0.07%
230
KHCKRAFT HEINZ CO
82,180$2.0B0.07%
231
AXPAMERICAN EXPRESS CO
5,386$2.0B0.07%
232
PEGAPEGASYSTEMS INC
33,328$2.0B0.07%
233
TXTTEXTRON INC
22,810$2.0B0.07%
234
ATGEADTALEM GLOBAL ED INC
19,063$2.0B0.07%
235
ACTENACT HLDGS INC
49,544$2.0B0.07%
236
NSZNETSCOUT SYS INC
72,188$2.0B0.07%
237
UNPUNION PAC CORP
8,419$1.9B0.07%
238
LYFTLYFT INC
100,527$1.9B0.07%
239
SYYSYSCO CORP
26,434$1.9B0.07%
240
MTGMGIC INVT CORP WIS
66,636$1.9B0.07%
241
NMIHNMI HLDGS INC
47,658$1.9B0.07%
242
W3UWESTERN UN CO
208,699$1.9B0.07%
243
ZIMZIM INTEGRATED SHIPPING SERV
91,284$1.9B0.07%
244
EPMEVOLUTION PETE CORP
547,157$1.9B0.07%
245
CRWDCROWDSTRIKE HLDGS INC
4,109$1.9B0.07%
246
PEPPEPSICO INC
13,388$1.9B0.07%
247
NFBKNORTHFIELD BANCORP INC DEL
167,836$1.9B0.07%
248
KOCOCA COLA CO
27,405$1.9B0.07%
249
BBPETFIS SER TR I
23,671$1.9B0.07%
250
CRCTCRICUT INC
377,095$1.9B0.07%
251
IJHISHARES TR
28,254$1.9B0.07%
252
IWFISHARES TR
3,896$1.8B0.07%
253
XLFSELECT SECTOR SPDR TR
33,217$1.8B0.07%
254
CBOECBOE GLOBAL MKTS INC
7,244$1.8B0.07%
255
FLOFLOWERS FOODS INC
167,118$1.8B0.07%
256
CPACOPA HOLDINGS SA
15,055$1.8B0.07%
257
PANWPALO ALTO NETWORKS INC
9,812$1.8B0.07%
258
MPLXMPLX LP
33,775$1.8B0.06%
259
GOLDGOLD COM INC
52,648$1.8B0.06%
260
MTARCELORMITTAL SA LUXEMBOURG
39,067$1.8B0.06%
261
IMOIMPERIAL OIL LTD
20,357$1.8B0.06%
262
TWLOTWILIO INC
12,183$1.7B0.06%
263
PENGPENGUIN SOLUTIONS INC
88,297$1.7B0.06%
264
SYKSTRYKER CORPORATION
4,901$1.7B0.06%
265
VRTXVERTEX PHARMACEUTICALS INC
3,789$1.7B0.06%
266
ENSENERSYS
11,582$1.7B0.06%
267
APHAMPHENOL CORP NEW
12,488$1.7B0.06%
268
GRNTGRANITE RIDGE RESOURCES INC
357,319$1.7B0.06%
269
XLVSELECT SECTOR SPDR TR
10,849$1.7B0.06%
270
LNTHLANTHEUS HLDGS INC
25,096$1.7B0.06%
271
KLICKULICKE & SOFFA INDS INC
36,611$1.7B0.06%
272
EMBCEMBECTA CORP
140,363$1.7B0.06%
273
ABTABBOTT LABS
13,302$1.7B0.06%
274
MYRGMYR GROUP INC DEL
7,436$1.6B0.06%
275
HCSGHEALTHCARE SVCS GROUP INC
84,353$1.6B0.06%
276
CITCINTAS CORP
8,540$1.6B0.06%
277
CORZWCORE SCIENTIFIC INC NEW
189,933$1.6B0.06%
278
ITTITT INC
9,240$1.6B0.06%
279
MCOMOODYS CORP
3,129$1.6B0.06%
280
MEDPMEDPACE HLDGS INC
2,827$1.6B0.06%
281
TCMDTACTILE SYS TECHNOLOGY INC
54,722$1.6B0.06%
282
APPNAPPIAN CORP
44,719$1.6B0.06%
283
STXSEAGATE TECHNOLOGY HLDNGS PL
5,689$1.6B0.06%
284
FHIFEDERATED HERMES INC
29,858$1.6B0.06%
285
OXYOCCIDENTAL PETE CORP
37,370$1.5B0.06%
286
AVUVAMERICAN CENTY ETF TR
14,992$1.5B0.06%
287
HRMYHARMONY BIOSCIENCES HLDGS IN
40,117$1.5B0.05%
288
VNQVANGUARD INDEX FDS
16,956$1.5B0.05%
289
XLYSELECT SECTOR SPDR TR
12,568$1.5B0.05%
290
SBUXSTARBUCKS CORP
17,788$1.5B0.05%
291
MRPMILLROSE PPTYS INC
49,701$1.5B0.05%
292
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,884$1.5B0.05%
293
SHWSHERWIN WILLIAMS CO
4,537$1.5B0.05%
294
MDYVSPDR SERIES TRUST
17,350$1.5B0.05%
295
VVVANGUARD INDEX FDS
4,644$1.5B0.05%
296
MUMICRON TECHNOLOGY INC
5,121$1.5B0.05%
297
CDNSCADENCE DESIGN SYSTEM INC
4,639$1.4B0.05%
298
DWDMORGAN STANLEY
8,104$1.4B0.05%
299
XLUSELECT SECTOR SPDR TR
33,646$1.4B0.05%
300
CALMCAL MAINE FOODS INC
17,967$1.4B0.05%
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