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Kimberly Key

Cwa Asset Management Group, Llc

Assets Managed
$3.28B
Holdings
693
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.38%(2Q avg: 8.77%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwa Asset Management Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 693 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.28B in assets, with a quarterly growth rate of 11.38% and a 2-quarter average growth rate of 8.77%. The portfolio is managed by Kimberly Key, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.31%
6.28%
$205.892M↓ Put
1.029M shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.01%
5.25%
$172.148M↓ Put
594,927 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.56%
2.36%
$77.144M
206,808 shares@ $373.02 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Decreased -3.85%
2.12%
$69.282M
843,777 shares@ $82.11 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 68.23%
2.03%
$66.478M
804,327 shares@ $82.66 avg price
SCEC
Sterling Capital Enh Cb Etf
Recent Activity
Increased 42.25%
1.82%
$59.603M
2.381M shares@ $25.04 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.49%
1.77%
$57.747M
242,287 shares@ $238.35 avg price
TPL
Texas Pacific Land Corp
Recent Activity
Increased 51.29%
1.71%
$55.855M
127,627 shares@ $437.64 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.46%
1.7%
$55.573M
157,285 shares@ $353.33 avg price
TS
Tenaris Sa-adr
Recent Activity
Increased 78.17%
1.68%
$54.785M
987,291 shares@ $55.49 avg price

1-10 of 693