CWA Asset Management Group, LLC
Q2 2026 13F filing
Updated 58 days ago729 disclosed positions worth $3.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $200M | 999.8K | 6.10% | Added(+999698.0%) |
| 2 | A AAPL APPLE INC | $167.6M | 579.1K | 5.11% | Added(+57812.7%) |
| 3 | M MSFT MICROSOFT CORP | $77.1M | 206.6K | 2.35% | Added(+206508.0%) |
| 4 | ? N/A ISHARES TR | $69.3M | 843.8K | 2.11% | Trimmed(-3.9%) |
| 5 | V VGES VANGUARD SCOTTSDALE FDS | $66.5M | 804.3K | 2.03% | Added(+68.2%) |
| 6 | ? N/A CAPITOL SER TR | $59.6M | 2.38M | 1.82% | Added(+42.3%) |
| 7 | A AMZN AMAZON COM INC | $57.7M | 242.3K | 1.76% | Trimmed(-0.5%) |
| 8 | T TPL TEXAS PACIFIC LAND CORPORATI | $55.9M | 127.6K | 1.70% | Added(+51.3%) |
| 9 | G GOOGN ALPHABET INC | $55.6M | 157.3K | 1.69% | Added(+0.5%) |
| 10 | ? N/A TENARIS S A | $54.8M | 987.3K | 1.67% | Added(+1974.1%) |
| 11 | G GOOGN ALPHABET INC | $52.5M | 147.0K | 1.60% | Added(+4222.1%) |
| 12 | R RIG TRANSOCEAN LTD | $42.5M | 8.69M | 1.30% | Added(+66.9%) |
| 13 | V VGES VANGUARD INDEX FDS | $40.5M | 109.5K | 1.23% | Added(+6.8%) |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $39.5M | 78.9K | 1.20% | Added(+1.8%) |
| 15 | G GLD SPDR GOLD TR | $33.2M | 90.2K | 1.01% | Trimmed(-31.0%) |
| 16 | J JPM-PM JPMORGAN CHASE & CO | $32.5M | 99.4K | 0.99% | Added(+2.5%) |
| 17 | M META META PLATFORMS INC | $31M | 55.0K | 0.95% | Added(+1.6%) |
| 18 | C COST COSTCO WHOLESALE CORPORATION | $30.9M | 33.1K | 0.94% | Trimmed(-0.8%) |
| 19 | ? N/A J P MORGAN EXCHANGE TRADED F | $30.7M | 601.1K | 0.93% | Added(+10.9%) |
| 20 | A AVGO BROADCOM INC | $28.8M | 76.2K | 0.88% | Added(+76099.0%) |
| 21 | ? N/A SPDR SERIES TRUST | $28.5M | 310.6K | 0.87% | Trimmed(-20.7%) |
| 22 | N NE-WT NOBLE CORP PLC | $27.9M | 747.0K | 0.85% | Added(+5.5%) |
| 23 | J JNJ JOHNSON & JOHNSON | $24.8M | 97.7K | 0.76% | Added(+0.9%) |
| 24 | G GLW CORNING INC | $24.8M | 97.1K | 0.76% | Added(+0.6%) |
| 25 | E ERIE ERIE INDTY CO | $21.8M | 91.1K | 0.67% | — |
| 26 | A ABBV ABBVIE INC | $21.7M | 86.3K | 0.66% | Added(+3.5%) |
| 27 | C CCJ CAMECO CORP | $21M | 205.8K | 0.64% | Trimmed(-0.9%) |
| 28 | V V VISA INC | $20.6M | 59.9K | 0.63% | Trimmed(-8.9%) |
| 29 | S SOMN SOUTHERN CO | $20.5M | 214.3K | 0.63% | Added(+4663.1%) |
| 30 | C CLB CORE LABORATORIES INC | $20.4M | 1.76M | 0.62% | Added(+0.8%) |
| 31 | L LRCX LAM RESEARCH CORP | $20.4M | 47.0K | 0.62% | Trimmed(-5.2%) |
| 32 | E ETHA ISHARES TR | $19.5M | 26.0K | 0.59% | Added(+1.5%) |
| 33 | M MELI MERCADOLIBRE INC | $19.2M | 11.3K | 0.59% | Added(+162.5%) |
| 34 | ? N/A ISHARES TR | $18.8M | 205.1K | 0.57% | Added(+9.6%) |
| 35 | ? N/A SPDR SERIES TRUST | $18.4M | 184.9K | 0.56% | Trimmed(-2.8%) |
| 36 | C CAH CARDINAL HEALTH INC | $18.3M | 77.0K | 0.56% | Trimmed(-0.6%) |
| 37 | S SPY STATE STR SPDR S&P 500 ETF T | $17.3M | 23.2K | 0.53% | Added(+953.2%) |
| 38 | J JBL JABIL INC | $16.8M | 43.6K | 0.51% | Added(+0.5%) |
| 39 | D DUK-PA DUKE ENERGY CORP NEW | $16.7M | 131.8K | 0.51% | Added(+0.6%) |
| 40 | G GS-PD GOLDMAN SACHS GROUP INC | $16.6M | 16.4K | 0.51% | Trimmed(-1.0%) |
| 41 | E EZRA RELIANCE INC | $16.1M | 43.1K | 0.49% | Trimmed(-0.5%) |
| 42 | W WDC WESTERN DIGITAL CORP | $15.8M | 24.7K | 0.48% | Added(+4.6%) |
| 43 | M MO ALTRIA GROUP INC | $15.8M | 219.5K | 0.48% | Added(+1.1%) |
| 44 | S SEB SEABOARD CORP DEL | $15.6M | 3.5K | 0.48% | Trimmed(-0.9%) |
| 45 | D DE DEERE & CO | $15M | 23.7K | 0.46% | Trimmed(-0.2%) |
| 46 | ? N/A ISHARES TR | $14.7M | 133.3K | 0.45% | Added(+21.3%) |
| 47 | P PLTR PALANTIR TECHNOLOGIES INC | $14.1M | 120.5K | 0.43% | Added(+120356.0%) |
| 48 | W WPM WHEATON PRECIOUS METALS CORP | $13.9M | 124.0K | 0.42% | Added(+3527.9%) |
| 49 | C CASY CASEYS GEN STORES INC | $13.6M | 17.1K | 0.41% | Trimmed(-2.4%) |
| 50 | ? N/A MESABI TR | $13.1M | 519.0K | 0.40% | Added(+16.0%) |