CWA Asset Management Group, LLC
Top Portfolio Positions
507 positions ·
$2,361,917,868 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,025,834 | $178,905,449 | 7.57% | |
| AAPL |
Apple Inc.
Technology
|
588,997 | $149,481,548 | 6.33% | |
| MSFT |
Microsoft Corp
Technology
|
201,652 | $74,645,520 | 3.16% | |
| GLD |
Spdr Gold Trust
|
130,743 | $56,257,405 | 2.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
243,487 | $50,711,037 | 2.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
144,738 | $41,620,859 | 1.76% | |
| TPL |
Texas Pacific Land Corp
Energy
|
84,361 | $40,034,356 | 1.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
77,514 | $37,144,708 | 1.57% | |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
2,299,644 | $37,093,257 | 1.57% | |
| NE |
Noble Corp plc
Energy
|
707,873 | $34,735,328 | 1.47% |
Portfolio Trend
24 quarters · across all stocks
Holdings in THM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $359,112 | 156,136 | Shares | Sole | 2026-04-20 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||