Ewa, LLC

Ewa, LLC reported 332 holdings worth US$548M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Ewa, LLC reported 332 holdings worth US$548M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 14, 2026 (Form 13F).

Holdings
332
Value as reported
US$548M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc53,244US$15.4M2.8%
Nvidia Corporation69,818US$14M2.5%
Alphabet Inc (google) Class C28,227US$10.1M1.8%
Amazon.com, Inc.29,379US$7M1.3%
Micron Technology, Inc.4,945US$5.71M1.0%
Microsoft Corp.14,118US$5.27M0.96%
Broadcom Inc.11,456US$4.33M0.79%
Cisco Systems, Inc.33,160US$3.89M0.71%
Meta Platforms, Inc.6,341US$3.57M0.65%
Eli Lilly And Company2,662US$3.19M0.58%
Tesla, Inc.7,290US$3.07M0.56%
Advanced Micro Devices Inc4,385US$2.55M0.46%
Jp Morgan Chase & Co.6,910US$2.26M0.41%
Berkshire Hathaway Inc.4,224US$2.11M0.39%
Lam Research Corporation4,146US$1.8M0.33%
Costco Wholesale Corporation1,836US$1.72M0.31%
Celestica Inc.4,613US$1.68M0.31%
Lumentum Holdings Inc.1,774US$1.52M0.28%
Wells Fargo & Company16,589US$1.37M0.25%
Applied Materials, Inc.1,818US$1.31M0.24%
Mitsubishi Ufj Financial Group, Inc.64,047US$1.27M0.23%
Caterpillar, Inc.1,190US$1.27M0.23%
Walmart Inc.10,676US$1.21M0.22%
Visa Inc.3,523US$1.21M0.22%
Kla Corporation3,874US$1.17M0.21%
Intel Corporation8,236US$1.15M0.21%
Johnson & Johnson4,511US$1.15M0.21%
Exxon Mobil Corporation8,228US$1.12M0.21%
Dell Technologies Inc.2,605US$1.12M0.21%
Palo Alto Networks, Inc.3,214US$1.1M0.20%
Amphenol Corporation6,052US$1.07M0.19%
Sandisk Corporation447US$1.02M0.19%
Ameriserv Financial Inc.247KUS$960K0.18%
Abbvie Inc.3,645US$917K0.17%
Goldman Sachs Group, Inc. (the)897US$907K0.17%
Ge Aerospace2,301US$860K0.16%
Philip Morris International Inc4,674US$846K0.15%
Arista Networks, Inc.4,948US$841K0.15%
Taiwan Semiconductor Manufacturing Co., Ltd.1,667US$796K0.15%
Comfort Systems Usa, Inc.398US$789K0.14%
Bank Of America Corporation13,792US$786K0.14%
Teradyne, Inc.1,581US$765K0.14%
Oracle Corporation5,103US$748K0.14%
Mastercard Incorporated1,357US$697K0.13%
Kinross Gold Corporation28,244US$667K0.12%
Palantir Technologies Inc.5,671US$662K0.12%
Marvell Technology, Inc.2,198US$655K0.12%
Netflix, Inc.9,022US$644K0.12%
Ge Vernova Inc.546US$642K0.12%
Asml Holding Nv318US$632K0.12%
Newmont Corporation6,516US$609K0.11%
Bloom Energy Corporation2,004US$607K0.11%
Inno Holdings Inc.14,983US$592K0.11%
Quanta Services, Inc.814US$586K0.11%
Procter & Gamble Company (the)3,979US$584K0.11%
Pnc Financial Services Group, Inc. (the)2,344US$577K0.11%
Booking Holdings Inc. Common Stock3,179US$567K0.10%
Merck & Company, Inc.4,403US$566K0.10%
Altria Group, Inc.7,745US$557K0.10%
Ttm Technologies, Inc.2,968US$555K0.10%
Analog Devices, Inc.1,379US$548K0.10%
Coca-cola Company (the)6,707US$545K0.10%
Unitedhealth Group Incorporated1,267US$527K0.10%
Rtx Corporation2,776US$527K0.10%
Constellation Energy Corporation2,117US$526K0.10%
Citigroup, Inc.3,606US$505K0.09%
Gilead Sciences, Inc.3,938US$498K0.09%
Monolithic Power Systems, Inc.360US$497K0.09%
Robinhood Markets, Inc.4,949US$496K0.09%
Chevron Corporation2,918US$484K0.09%
International Business Machines Corporation1,709US$481K0.09%
Esco Technologies Inc.1,353US$474K0.09%
Sumitomo Mitsui Financial Group, Inc.20,065US$473K0.09%
Arthur J. Gallagher & Co.2,058US$473K0.09%
Morgan Stanley2,180US$456K0.08%
Hsbc Holdings Plc4,765US$453K0.08%
Corning Incorporated1,726US$441K0.08%
Home Depot, Inc. (the)1,248US$440K0.08%
Abbott Laboratories4,847US$440K0.08%
Motorola Solutions, Inc.1,059US$440K0.08%
Novartis Ag2,790US$437K0.08%
Crowdstrike Holdings, Inc.569US$434K0.08%
Shopify Inc.3,768US$430K0.08%
At&t Inc.20,153US$417K0.08%
Amgen Inc.1,131US$410K0.07%
Western Digital Corporation641US$409K0.07%
Intuit Inc.1,548US$404K0.07%
Powell Industries, Inc.1,375US$394K0.07%
Valero Energy Corporation1,505US$392K0.07%
Tjx Companies, Inc. (the)2,588US$392K0.07%
Tractor Supply Company12,343US$390K0.07%
Progressive Corporation (the)1,768US$386K0.07%
Applovin Corporation742US$382K0.07%
Allstate Corporation (the)1,605US$382K0.07%
Invesco Ltd14,282US$377K0.07%
Autoliv, Inc.3,202US$372K0.07%
Netapp, Inc.2,383US$369K0.07%
American Electric Power Company, Inc.2,593US$355K0.06%
Texas Instruments Incorporated1,159US$345K0.06%
Mizuho Financial Group, Inc.35,880US$344K0.06%

Every holding of Ewa, LLC

Source

View original at SEC

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