Clearwave Capital, LLC

Clearwave Capital, LLC reported 166 holdings worth US$181M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 20, 2026

Clearwave Capital, LLC reported 166 holdings worth US$181M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Nvidia Corporation. Filed Jul 20, 2026 (Form 13F).

Holdings
166
Value as reported
US$181M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C25,056US$8.95M4.9%
Broadcom Inc.16,710US$6.31M3.5%
Nvidia Corporation27,598US$5.52M3.0%
Corning Incorporated20,445US$5.22M2.9%
Apple Inc17,574US$5.09M2.8%
Amazon.com, Inc.21,138US$5.04M2.8%
Microsoft Corp.12,742US$4.75M2.6%
Micron Technology, Inc.3,346US$3.86M2.1%
Arista Networks, Inc.22,311US$3.79M2.1%
Advanced Micro Devices Inc5,185US$3.01M1.7%
Meta Platforms, Inc.4,944US$2.78M1.5%
Costco Wholesale Corporation2,082US$1.95M1.1%
Deere & Company3,032US$1.92M1.1%
Walmart Inc.14,050US$1.59M0.88%
Ge Aerospace3,506US$1.31M0.72%
Edison International17,451US$1.3M0.72%
Enbridge Inc.22,033US$1.19M0.66%
Palo Alto Networks, Inc.3,326US$1.13M0.63%
Jp Morgan Chase & Co.3,258US$1.07M0.59%
Visa Inc.2,996US$1.03M0.57%
Crowdstrike Holdings, Inc.1,302US$994K0.55%
Goldman Sachs Group, Inc. (the)952US$963K0.53%
Amgen Inc.2,528US$915K0.50%
Coreweave, Inc.8,987US$895K0.49%
Marvell Technology, Inc.2,948US$878K0.48%
Ge Vernova Inc.725US$851K0.47%
Chevron Corporation4,965US$823K0.45%
Eli Lilly And Company663US$796K0.44%
Verizon Communications Inc.17,562US$744K0.41%
Texas Instruments Incorporated2,495US$744K0.41%
Enterprise Products Partners L.p.20,095US$739K0.41%
Carpenter Technology Corporation1,177US$726K0.40%
Kla Corporation2,311US$697K0.38%
Unitedhealth Group Incorporated1,648US$685K0.38%
Dick's Sporting Goods Inc2,938US$666K0.37%
Amkor Technology, Inc.7,695US$664K0.37%
Tesla, Inc.1,570US$660K0.36%
Entergy Corporation5,545US$637K0.35%
Shopify Inc.5,448US$622K0.34%
United Rentals, Inc.547US$620K0.34%
Citigroup, Inc.4,414US$618K0.34%
Home Depot, Inc. (the)1,746US$616K0.34%
United Parcel Service, Inc.5,670US$610K0.34%
Southern Company (the)6,017US$576K0.32%
Valero Energy Corporation2,189US$570K0.31%
Procter & Gamble Company (the)3,877US$568K0.31%
Cisco Systems, Inc.4,773US$561K0.31%
Truist Financial Corporation10,659US$531K0.29%
Firstcash Holdings, Inc.2,363US$511K0.28%
Applied Materials, Inc.704US$509K0.28%
Rithm Capital Corp.53,246US$500K0.28%
Johnson & Johnson1,965US$499K0.28%
Monolithic Power Systems, Inc.355US$491K0.27%
Oracle Corporation3,319US$486K0.27%
Vse Corporation2,104US$481K0.27%
International Business Machines Corporation1,652US$464K0.26%
Blackstone Inc.3,888US$458K0.25%
Prudential Financial, Inc.3,971US$429K0.24%
Api Group Corporation10,034US$425K0.23%
Abbvie Inc.1,670US$420K0.23%
Williams Companies, Inc. (the)5,495US$408K0.23%
Qualcomm Incorporated2,105US$389K0.21%
Stride, Inc.4,508US$389K0.21%
Mckesson Corporation496US$375K0.21%
Caterpillar, Inc.347US$369K0.20%
Suburban Propane Partners, L.p.21,423US$366K0.20%
Palantir Technologies Inc.3,119US$364K0.20%
3m Company2,177US$353K0.19%
Quanta Services, Inc.481US$346K0.19%
Duke Energy Corporation (holding Company)2,655US$336K0.19%
Public Service Enterprise Group Incorporated4,122US$335K0.18%
Blackrock, Inc.331US$318K0.18%
Adobe Inc.1,431US$293K0.16%
Emerson Electric Company1,991US$285K0.16%
Equinix, Inc.271US$283K0.16%
Robinhood Markets, Inc.2,796US$280K0.15%
Ares Capital Corporation15,120US$280K0.15%
Axon Enterprise, Inc.497US$279K0.15%
Philip Morris International Inc1,532US$277K0.15%
Rio Tinto Plc2,889US$274K0.15%
Illinois Tool Works Inc.948US$256K0.14%
Waste Management, Inc.1,149US$256K0.14%
Mcdonald's Corporation928US$251K0.14%
Lowe's Companies, Inc.1,108US$244K0.13%
Lockheed Martin Corporation473US$241K0.13%
Analog Devices, Inc.596US$237K0.13%
Badger Meter, Inc.1,563US$232K0.13%
American Electric Power Company, Inc.1,693US$232K0.13%
Charles Schwab Corporation (the)2,483US$229K0.13%
Netflix, Inc.3,183US$227K0.13%
Uber Technologies, Inc.3,110US$224K0.12%
International Paper Company5,831US$222K0.12%
Ford Mtr Co Del15,884US$221K0.12%
Merck & Company, Inc.1,713US$220K0.12%
The Bank Of New York Mellon Corporation1,503US$217K0.12%
Snowflake Inc.847US$216K0.12%
Royal Bank Of Canada1,041US$215K0.12%
Boeing Company (the)965US$209K0.12%
American Express Company608US$206K0.11%
Pepsico, Inc.1,518US$206K0.11%

Every holding of Clearwave Capital, LLC

Source

View original at SEC

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