Sign In
test

Kimberly Key

Cwa Asset Management Group, Llc

Assets Managed
$2.945B
Holdings
644
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
6.15%(2Q avg: 4.42%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwa Asset Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 644 positions.

Assets under management

The assets under management (AUM) of Cwa Asset Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.945B in assets, with a quarterly growth rate of 6.15% and a 2-quarter average growth rate of 4.42%. The portfolio is managed by Kimberly Key, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 3.58%
6.08%
$178.906M↓ Put
1.026M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.7%
5.08%
$149.482M↓ Put
588,997 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.03%
2.54%
$74.646M
201,652 shares@ $370.18 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 2.24%
2.47%
$72.467M
877,639 shares@ $82.58 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -32.09%
1.92%
$56.257M
130,743 shares@ $430.3 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.87%
1.73%
$50.711M
243,487 shares@ $208.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.7%
1.53%
$44.916M
156,579 shares@ $286.87 avg price
SCEC
Sterling Capital Enh Cb Etf
Recent Activity
Increased 7.02%
1.43%
$41.984M
1.674M shares@ $25.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 9.51%
1.42%
$41.621M↑ Call
144,738 shares@ $287.57 avg price
TPL
Texas Pacific Land Corp
Recent Activity
New Position
1.36%
$40.034M
84,361 shares@ $474.57 avg price

1-10 of 644