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MWA Asset Management

All holdings · as of Dec 31, 2025

121 positions

CompanyClassValueShares% of portfolio
Blackstone Inc$2.64M17,1591.5%
JPMORGAN CHASE & CO$2.87M8,9091.6%
Dell Technologies Inc.$2.91M23,1241.6%
3M CO$3.08M19,2551.7%
RTX Corp$3.13M17,0741.7%
Visa Inc$3.18M9,0761.8%
HOME DEPOT, INC.$3.31M9,6071.8%
COSTCO WHOLESALE CORP /NEW$3.67M4,2552.0%
AbbVie Inc.$3.98M17,4072.2%
United Rentals Inc$4.19M5,1762.3%
DEERE & CO$4.29M9,2172.4%
LAM RESEARCH CORP$4.78M27,9032.7%
MICROSOFT CORP$5.18M10,7202.9%
Meta Platforms Inc$5.27M7,9842.9%
Amazon.com Inc$5.28M22,8802.9%
CATERPILLAR INC$6.45M11,2613.6%
Alphabet Inc.$6.59M20,9963.7%
Seagate Technology Holdings PLC$6.79M24,6683.8%
NVIDIA Corp$7.24M38,8274.0%
Apple Inc.$7.35M27,0464.1%
Broadcom Inc.$8.27M23,8984.6%
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