Paula McGee
Hwg Holdings Lp
Assets Managed
$442.2M
Holdings
44
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15%(2Q avg: 4.09%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Hwg Holdings Lp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 44 positions.
Assets under management
The assets under management (AUM) of Hwg Holdings Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 442.2M in assets, with a quarterly growth rate of 15% and a 2-quarter average growth rate of 4.09%. The portfolio is managed by Paula McGee, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 17.27% | $76.33M 101,924 shares@ $748.9 avg price | Increased 7.69% |
EEM Ishares Msci Emerging Market
| 8.64% | $38.176M 558,040 shares@ $68.41 avg price | Increased 18.63% |
GOOGL Alphabet Inc-cl A
| 8.57% | $37.893M 106,032 shares@ $357.38 avg price | Increased 7.56% |
CW Curtiss-wright Corp
| 7.39% | $32.662M 43,104 shares@ $757.76 avg price | Decreased -1.19% |
NVDA Nvidia Corp
| 6.7% | $29.604M 147,955 shares@ $200.1 avg price | Increased 11.08% |
QQQ Invesco Qqq Trust Series 1
| 5.11% | $22.591M 30,677 shares@ $736.41 avg price | Increased 232.29% |
AMZN Amazon.com Inc
| 4.73% | $20.877M 87,592 shares@ $238.34 avg price | Increased 305.99% |
JPM Jpmorgan Chase & Co
| 3.85% | $16.994M 51,917 shares@ $327.34 avg price | Decreased -2.99% |
AVGO Broadcom Inc
| 3.41% | $15.069M 39,892 shares@ $377.75 avg price | Increased 81.03% |
AAPL Apple Inc
| 2.94% | $12.987M 44,882 shares@ $289.37 avg price | Increased 120.77% |
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