Institutions / MWA Asset Management
MWA Asset Management
CIK 1903058 · Institution · as of Dec 31, 2025
Portfolio value
$179.45M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $8.27M | 4.6% |
| Apple Inc. | $7.35M | 4.1% |
| NVIDIA Corp | $7.24M | 4.0% |
| Seagate Technology Holdings PLC | $6.79M | 3.8% |
| Alphabet Inc. | $6.59M | 3.7% |
| Caterpillar Inc | $6.45M | 3.6% |
| Amazon.com Inc | $5.28M | 2.9% |
| Meta Platforms Inc | $5.27M | 2.9% |
| Microsoft Corp | $5.18M | 2.9% |
| Lam Research Corp | $4.78M | 2.7% |
| Deere & Co | $4.29M | 2.4% |
| United Rentals Inc | $4.19M | 2.3% |
| AbbVie Inc. | $3.98M | 2.2% |
| Costco Wholesale Corp /New | $3.67M | 2.0% |
| Home Depot, Inc. | $3.31M | 1.8% |
| Visa Inc | $3.18M | 1.8% |
| RTX Corp | $3.13M | 1.7% |
| 3M Co | $3.08M | 1.7% |
| Dell Technologies Inc. | $2.91M | 1.6% |
| JPMorgan Chase & Co | $2.87M | 1.6% |
| Blackstone Inc | $2.64M | 1.5% |
| Bank of America Corp /De | $2.62M | 1.5% |
| Exxon Mobil Corp | $2.60M | 1.5% |
| Cummins Inc | $2.41M | 1.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.34M | 1.3% |
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.