CWA Asset Management Group, LLC
Annual return '25
+47.2%
SPY '25
+17.7%
Alpha
+29.5ptsvs SPY
Invested
$2.9B
Holdings
642
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 94.7% (990.4k → 52.9k shares)
6.1%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 557.3k shares)
5.1%
03
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 205.8k shares)
2.5%
04
$SHY
ISHARES TR
Q1 2026: Exited (was 858.5k shares)
2.5%
05
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 51.2k shares)
1.9%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 81.1% (250.7k → 47.3k shares)
1.7%
07
$GOOG
ALPHABET INC
Q1 2026: Exited (was 157.7k shares)
1.5%
08
$SCEC
CAPITOL SER TR
Q1 2026: Exited (was 1.56M shares)
1.4%
09
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 132.2k shares)
1.4%
10
$TPL
TEXAS PACIFIC LAND CORPORATI
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:02 UTC.