CWA Asset Management Group, LLC
Top Portfolio Positions
449 positions ·
$2,097,326,498 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
990,424 | $184,714,076 | 8.81% |
| AAPL |
Apple Inc.
Technology
|
557,270 | $151,499,422 | 7.22% |
| MSFT |
Microsoft Corp
Technology
|
205,832 | $99,544,471 | 4.75% |
| GLD |
Spdr Gold Trust
|
192,531 | $76,301,960 | 3.64% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
250,687 | $57,863,573 | 2.76% |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
3,371,814 | $45,418,334 | 2.17% |
| GOOGL |
Alphabet Inc.
Communication Services
|
132,172 | $41,369,836 | 1.97% |
| META |
Meta Platforms, Inc.
Communication Services
|
54,282 | $35,831,005 | 1.71% |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
154,592 | $32,043,829 | 1.53% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
98,703 | $31,804,080 | 1.52% |
Portfolio Trend
Holdings in THM
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $239,261 | 128,635 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $166,035 | 101,241 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,600 | 10,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,300 | 10,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,600 | 10,000 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $5,600 | 10,000 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $34,500 | 50,000 | Shares | Sole | 2024-05-13 | |
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