Arwa LLC

Arwa LLC reported 139 holdings worth US$241M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Arwa LLC reported 139 holdings worth US$241M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).

Holdings
139
Value as reported
US$241M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.39,443US$19.5M8.1%
Apple Inc9,396US$3.13M1.3%
Microsoft Corp.5,464US$2.19M0.91%
Alphabet Inc (google) Class C5,450US$1.94M0.80%
Jp Morgan Chase & Co.5,415US$1.86M0.77%
Broadcom Inc.4,826US$1.81M0.75%
Visa Inc.4,871US$1.78M0.74%
Goldman Sachs Group, Inc. (the)1,534US$1.68M0.70%
Amgen Inc.4,423US$1.64M0.68%
Exxon Mobil Corporation10,769US$1.57M0.65%
Prologis, Inc.10,054US$1.51M0.63%
Cintas Corporation7,269US$1.5M0.62%
Merck & Company, Inc.11,712US$1.49M0.62%
Eog Resources, Inc.10,607US$1.47M0.61%
Nasdaq, Inc.15,544US$1.46M0.61%
Walmart Inc.12,664US$1.46M0.60%
Mastercard Incorporated2,617US$1.44M0.60%
Tjx Companies, Inc. (the)9,231US$1.43M0.59%
Costco Wholesale Corporation1,466US$1.39M0.58%
Waste Management, Inc.5,557US$1.35M0.56%
Meta Platforms, Inc.2,014US$1.34M0.56%
Marsh7,334US$1.34M0.55%
American Electric Power Company, Inc.9,964US$1.33M0.55%
Motorola Solutions, Inc.3,195US$1.32M0.55%
Fedex Corporation4,139US$1.32M0.55%
Home Depot, Inc. (the)3,783US$1.32M0.55%
Caseys General Stores, Inc.1,568US$1.3M0.54%
Stryker Corporation3,915US$1.3M0.54%
Darden Restaurants, Inc.6,260US$1.26M0.52%
Carrier Global Corporation17,570US$1.22M0.51%
Westinghouse Air Brake Technologies Corporation4,592US$1.21M0.50%
Nextera Energy, Inc.13,468US$1.2M0.50%
Mckesson Corporation1,337US$1.12M0.47%
Amphenol Corporation6,034US$924K0.38%
Nvidia Corporation3,121US$647K0.27%
Abbvie Inc.1,917US$488K0.20%
Cisco Systems, Inc.3,381US$371K0.15%
Amazon.com, Inc.1,477US$369K0.15%
Citigroup, Inc.2,671US$352K0.15%
Charles Schwab Corporation (the)3,215US$331K0.14%
Blackrock, Inc.230US$250K0.10%
United Parcel Service, Inc.2,082US$244K0.10%
Abbott Laboratories0US$00.00%
Netflix, Inc.0US$00.00%
Paychex, Inc.0US$00.00%
Corning Incorporated0US$00.00%
Verisk Analytics, Inc.0US$00.00%
Broadridge Financial Solutions, Inc.0US$00.00%
Comcast Corporation0US$00.00%
Eli Lilly And Company0US$00.00%
Air Products And Chemicals, Inc.0US$00.00%
Lithia Motors, Inc.0US$00.00%
Gentex Corporation0US$00.00%
American Tower Corporation (reit)0US$00.00%
Barclays Plc0US$00.00%
Ball Corporation0US$00.00%
S&p Global Inc.0US$00.00%
Taiwan Semiconductor Manufacturing Co., Ltd.0US$00.00%
American Express Company0US$00.00%
American Water Works Company, Inc.0US$00.00%

Source

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