CWA Asset Management Group, LLC
Top Portfolio Positions
506 positions ·
$2,325,867,215 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,025,834 | $178,905,449 | 7.69% | |
| AAPL |
Apple Inc.
Technology
|
588,997 | $149,481,548 | 6.43% | |
| 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 | 1.59% | |
| NE |
Noble Corp plc
Energy
|
707,873 | $34,735,328 | 1.49% | |
| RIG |
Transocean Ltd.
Energy
|
5,204,952 | $34,508,831 | 1.48% |
Portfolio Trend
Holdings in GLRE
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,022,770 | 1,158,055 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,246,190 | 977,105 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,612,854 | 914,398 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,441,502 | 865,797 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,181,019 | 677,566 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,033,266 | 359,519 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $4,972,271 | 364,269 | Shares | Sole | 2024-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||