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MWA Asset Management

All holdings · as of Dec 31, 2025

121 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.—$8.27M23,8984.6%
Apple Inc.—$7.35M27,0464.1%
NVIDIA Corp—$7.24M38,8274.0%
Seagate Technology Holdings PLC—$6.79M24,6683.8%
Alphabet Inc.—$6.59M20,9963.7%
CATERPILLAR INC—$6.45M11,2613.6%
Amazon.com Inc—$5.28M22,8802.9%
Meta Platforms Inc—$5.27M7,9842.9%
MICROSOFT CORP—$5.18M10,7202.9%
LAM RESEARCH CORP—$4.78M27,9032.7%
DEERE & CO—$4.29M9,2172.4%
United Rentals Inc—$4.19M5,1762.3%
AbbVie Inc.—$3.98M17,4072.2%
COSTCO WHOLESALE CORP /NEW—$3.67M4,2552.0%
HOME DEPOT, INC.—$3.31M9,6071.8%
Visa Inc—$3.18M9,0761.8%
RTX Corp—$3.13M17,0741.7%
3M CO—$3.08M19,2551.7%
Dell Technologies Inc.—$2.91M23,1241.6%
JPMORGAN CHASE & CO—$2.87M8,9091.6%
Blackstone Inc—$2.64M17,1591.5%
BANK OF AMERICA CORP /DE—$2.62M47,6231.5%
EXXON MOBIL CORP—$2.60M21,6311.5%
CUMMINS INC—$2.41M4,7311.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.34M7,6911.3%
ISHARES TR—$2.01M14,6581.1%
Walmart Inc.—$1.89M16,9911.1%
INTERNATIONAL BUSINESS MACHINES CORP—$1.88M6,3331.0%
ISHARES TR—$1.85M3,9111.0%
W.W. GRAINGER, INC.—$1.84M1,8201.0%
Palo Alto Networks Inc—$1.67M9,0760.9%
CITIGROUP INC—$1.62M13,8860.9%
GENERAL ELECTRIC CO—$1.57M5,0950.9%
ISHARES TR—$1.55M11,0230.9%
ISHARES TR—$1.52M4,6980.8%
TJX Cos Inc/The—$1.51M9,8440.8%
CADENCE DESIGN SYSTEMS INC—$1.50M4,8070.8%
VERTEX PHARMACEUTICALS INC / MA—$1.46M3,2160.8%
ISHARES TR—$1.43M21,6600.8%
SHOPIFY INC—$1.38M8,5640.8%
Mastercard Inc—$1.28M2,2410.7%
ISHARES TR—$1.26M5,1010.7%
ServiceNow Inc—$1.22M7,9610.7%
GE Vernova Inc.—$1.20M1,8370.7%
TRAVELERS COMPANIES, INC.—$1.17M4,0220.6%
WASTE MANAGEMENT INC—$1.05M4,7940.6%
SELECT SECTOR SPDR TR—$1.05M7,2840.6%
TRACTOR SUPPLY CO /DE—$1.02M20,3010.6%
AMGEN INC—$990.9K3,0270.6%
Becton Dickinson & Co—$948.0K4,8850.5%
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