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MWA Asset Management

All holdings · as of Dec 31, 2025

121 positions

CompanyClassValueShares% of portfolio
VANGUARD ADMIRAL FDS INC$611.8K1,3760.3%
Solstice Advanced Materials Inc.$623.2K12,8290.3%
PACER FDS TR$668.9K11,1170.4%
FIRST TR EXCHANGE-TRADED FD$674.0K2,5040.4%
Trane Technologies plc$699.7K1,7980.4%
CARDINAL HEALTH INC$708.8K3,4490.4%
PROSHARES TR$730.0K8,4320.4%
SPDR S&P 500 ETF TR$731.0K1,0720.4%
HONEYWELL INTERNATIONAL INC$738.3K3,7840.4%
Waste Connections Inc$746.0K4,2540.4%
SELECT SECTOR SPDR TR$753.2K17,6430.4%
SPDR SERIES TRUST$755.3K5,4280.4%
MCDONALD'S CORP$768.0K2,5130.4%
ISHARES TR$782.9K3,7220.4%
Alphabet Inc.$787.5K2,5160.4%
VERIZON COMMUNICATIONS INC$789.1K19,3730.4%
AMERICAN EXPRESS CO$820.3K2,2170.5%
ISHARES TR$862.5K4,7590.5%
KLA CORP$871.2K7170.5%
WILLIAMS SONOMA INC$872.1K4,8830.5%
ISHARES TR$910.7K13,1190.5%
Becton Dickinson & Co$948.0K4,8850.5%
AMGEN INC$990.9K3,0270.6%
TRACTOR SUPPLY CO /DE$1.02M20,3010.6%
SELECT SECTOR SPDR TR$1.05M7,2840.6%
WASTE MANAGEMENT INC$1.05M4,7940.6%
TRAVELERS COMPANIES, INC.$1.17M4,0220.6%
GE Vernova Inc.$1.20M1,8370.7%
ServiceNow Inc$1.22M7,9610.7%
ISHARES TR$1.26M5,1010.7%
Mastercard Inc$1.28M2,2410.7%
SHOPIFY INC$1.38M8,5640.8%
ISHARES TR$1.43M21,6600.8%
VERTEX PHARMACEUTICALS INC / MA$1.46M3,2160.8%
CADENCE DESIGN SYSTEMS INC$1.50M4,8070.8%
TJX Cos Inc/The$1.51M9,8440.8%
ISHARES TR$1.52M4,6980.8%
ISHARES TR$1.55M11,0230.9%
GENERAL ELECTRIC CO$1.57M5,0950.9%
CITIGROUP INC$1.62M13,8860.9%
Palo Alto Networks Inc$1.67M9,0760.9%
W.W. GRAINGER, INC.$1.84M1,8201.0%
ISHARES TR$1.85M3,9111.0%
INTERNATIONAL BUSINESS MACHINES CORP$1.88M6,3331.0%
Walmart Inc.$1.89M16,9911.1%
ISHARES TR$2.01M14,6581.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.34M7,6911.3%
CUMMINS INC$2.41M4,7311.3%
EXXON MOBIL CORP$2.60M21,6311.5%
BANK OF AMERICA CORP /DE$2.62M47,6231.5%
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