Institutions / NWK Group, Inc.
NWK Group, Inc.
CIK 1803054 · Institution · as of Dec 31, 2025
Portfolio value
$287.93M
Positions
67
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $24.79M | 8.6% |
| Alphabet Inc. | $22.22M | 7.7% |
| ELI LILLY & Co | $16.51M | 5.7% |
| Tesla Inc | $15.80M | 5.5% |
| Apple Inc. | $15.74M | 5.5% |
| Amazon.com Inc | $15.18M | 5.3% |
| Microsoft Corp | $14.28M | 5.0% |
| Broadcom Inc. | $13.29M | 4.6% |
| Costco Wholesale Corp /New | $12.87M | 4.5% |
| General Electric Co | $9.82M | 3.4% |
| GE Vernova Inc. | $8.81M | 3.1% |
| Ulta Beauty, Inc. | $8.12M | 2.8% |
| Bank of New York Mellon Corp/The | $8.09M | 2.8% |
| Meta Platforms Inc | $7.84M | 2.7% |
| Visa Inc | $7.71M | 2.7% |
| Netflix Inc | $7.54M | 2.6% |
| The Goldman Sachs Group, Inc. | $7.53M | 2.6% |
| Boston Scientific Corp | $6.96M | 2.4% |
| Spotify Technology S a | $6.76M | 2.3% |
| American Express Co | $6.57M | 2.3% |
| Lam Research Corp | $5.36M | 1.9% |
| Celestica IncCLS | $5.31M | 1.8% |
| SPDR S&P 500 ETF Tr | $4.97M | 1.7% |
| Viking Holdings Ltd | $4.89M | 1.7% |
| DoorDash, Inc. | $4.86M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.