CWA ASSET MANAGEMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POR | 21K | $915.99K |
 | STWD | 21K | $398.39K |
 | NXPI | 20K | $4.58M |
 | MTAL | 20K | $245.16K |
 | ALSN | 20K | $1.70M |
 | CALM | 20K | $1.87M |
 | PAYX | 20K | $2.50M |
 | YOU | 20K | $657.04K |
 | AMT | 20K | $3.77M |
 | YELP | 19K | $606.37K |
 | ARCC | 19K | $394.29K |
 | AXS | 19K | $1.84M |
 | MTDR | 19K | $857.09K |
 | ATGE | 19K | $2.94M |
 | VRSN | 19K | $5.32M |
 | AG | 19K | $232.28K |
 | RL | 19K | $5.88M |
 | INTC | 19K | $624.02K |
 | CTVA | 18K | $1.24M |
 | HD | 18K | $7.35M |
Portland General Electric Company
POR
Shares Held
21K
Value
$915.99K
Starwood Property Trust, Inc.
STWD
Shares Held
21K
Value
$398.39K
NXP Semiconductors N.V.
NXPI
Shares Held
20K
Value
$4.58M
MAC Copper Ltd
MTAL
Shares Held
20K
Value
$245.16K
Allison Transmission Holdings, Inc.
ALSN
Shares Held
20K
Value
$1.70M
Cal-Maine Foods, Inc.
CALM
Shares Held
20K
Value
$1.87M
Paychex, Inc.
PAYX
Shares Held
20K
Value
$2.50M
Clear Secure, Inc.
YOU
Shares Held
20K
Value
$657.04K
American Tower Corporation
AMT
Shares Held
20K
Value
$3.77M
Yelp Inc.
YELP
Shares Held
19K
Value
$606.37K
Ares Capital Corporation
ARCC
Shares Held
19K
Value
$394.29K
AXIS Capital Holdings Limited
AXS
Shares Held
19K
Value
$1.84M
Matador Resources Company
MTDR
Shares Held
19K
Value
$857.09K
Adtalem Global Education Inc.
ATGE
Shares Held
19K
Value
$2.94M
VeriSign, Inc.
VRSN
Shares Held
19K
Value
$5.32M
First Majestic Silver Corp.
AG
Shares Held
19K
Value
$232.28K
Ralph Lauren Corporation
RL
Shares Held
19K
Value
$5.88M
Intel Corporation
INTC
Shares Held
19K
Value
$624.02K
Corteva, Inc.
CTVA
Shares Held
18K
Value
$1.24M
The Home Depot, Inc.
HD
Shares Held
18K
Value
$7.35M