Michael Capobianco

Mwa Asset Management

Assets Managed

$182.582M

Holdings

126

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

1.75%(2Q avg: 0.42%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mwa Asset Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Mwa Asset Management 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 - Q1, they manage 182.582M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 0.42%. The portfolio is managed by Michael Capobianco, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CAT Caterpillar Inc Recent Activity Decreased -8.2%	4.02%	$7.324M 10,337 shares@ $708.55 avg price	Decreased -8.2%
AAPL Apple Inc Recent Activity Increased 2.15%	3.85%	$7.011M 27,626 shares@ $253.8 avg price	Increased 2.15%
AVGO Broadcom Inc Recent Activity Decreased -5.84%	3.82%	$6.965M 22,502 shares@ $309.55 avg price	Decreased -5.84%
NVDA Nvidia Corp Recent Activity Decreased -1.44%	3.66%	$6.674M 38,266 shares@ $174.41 avg price	Decreased -1.44%
STX Seagate Technology Holdings Recent Activity Decreased -31.96%	3.61%	$6.575M 16,783 shares@ $391.8 avg price	Decreased -31.96%
GOOG Alphabet Inc-cl C Recent Activity Decreased -5.76%	3.11%	$5.677M 19,785 shares@ $286.91 avg price	Decreased -5.76%
DE Deere & Co Recent Activity Increased 2.44%	2.92%	$5.319M 9,441 shares@ $563.37 avg price	Increased 2.44%
AMZN Amazon.com Inc Recent Activity Increased 9.2%	2.86%	$5.204M 24,983 shares@ $208.3 avg price	Increased 9.2%
MSFT Microsoft Corp Recent Activity Increased 29.23%	2.81%	$5.129M 13,853 shares@ $370.22 avg price	Increased 29.23%
LRCX Lam Research Corp Recent Activity Decreased -18.72%	2.66%	$4.846M 22,679 shares@ $213.68 avg price	Decreased -18.72%

1-10 of 126