CWA Asset Management Group, LLC
Top Portfolio Positions
505 positions ·
$2,322,817,295 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,025,834 | $178,905,449 | 7.70% | |
| AAPL |
Apple Inc.
Technology
|
588,997 | $149,481,548 | 6.44% | |
| MSFT |
Microsoft Corp
Technology
|
201,652 | $74,645,520 | 3.21% | |
| GLD |
Spdr Gold Trust
|
130,743 | $56,257,405 | 2.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
243,487 | $50,711,037 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
144,738 | $41,620,859 | 1.79% | |
| TPL |
Texas Pacific Land Corp
Energy
|
84,361 | $40,034,356 | 1.72% | |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
2,299,644 | $37,093,257 | 1.60% | |
| NE |
Noble Corp plc
Energy
|
707,873 | $34,735,328 | 1.50% | |
| RIG |
Transocean Ltd.
Energy
|
5,204,952 | $34,508,831 | 1.49% |
Portfolio Trend
Holdings in ACT
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,518,711 | 61,718 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,963,924 | 49,544 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,775,947 | 46,321 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,510,964 | 40,672 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,126,386 | 32,414 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $799,753 | 24,699 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $706,509 | 19,447 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $270,985 | 8,691 | Shares | Sole | 2024-05-13 | |
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