HWG Holdings LP
HWG Holdings LP reported 44 holdings worth US$442M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
HWG Holdings LP reported 44 holdings worth US$442M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Curtiss-wright Corporation and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$442M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 106K | US$37.9M | 8.6% |
| Curtiss-wright Corporation | 43,104 | US$32.7M | 7.4% |
| Nvidia Corporation | 148K | US$29.6M | 6.7% |
| Amazon.com, Inc. | 87,592 | US$20.9M | 4.7% |
| Jp Morgan Chase & Co. | 51,917 | US$17M | 3.8% |
| Broadcom Inc. | 39,892 | US$15.1M | 3.4% |
| Apple Inc | 44,882 | US$13M | 2.9% |
| Kla Corporation | 42,467 | US$12.8M | 2.9% |
| Microsoft Corp. | 29,427 | US$11M | 2.5% |
| Caterpillar, Inc. | 9,989 | US$10.6M | 2.4% |
| Kodiak Gas Services, Inc. | 125K | US$9.41M | 2.1% |
| Goldman Sachs Group, Inc. (the) | 8,539 | US$8.64M | 2.0% |
| Howmet Aerospace Inc. | 21,939 | US$5.9M | 1.3% |
| Unitedhealth Group Incorporated | 13,947 | US$5.8M | 1.3% |
| Argan, Inc. | 6,553 | US$5.23M | 1.2% |
| Costco Wholesale Corporation | 5,491 | US$5.14M | 1.2% |
| Amphenol Corporation | 27,612 | US$4.87M | 1.1% |
| Mueller Industries, Inc. | 37,031 | US$4.55M | 1.0% |
| Mercury Systems Inc | 36,605 | US$4.48M | 1.0% |
| Watts Water Technologies, Inc. | 11,118 | US$4.35M | 0.98% |
| Terex Corporation | 58,781 | US$4.26M | 0.96% |
| Ge Aerospace | 10,109 | US$3.78M | 0.85% |
| Ge Vernova Inc. | 2,924 | US$3.44M | 0.78% |
| Advanced Micro Devices Inc | 5,912 | US$3.43M | 0.78% |
| Enterprise Products Partners L.p. | 70,557 | US$2.59M | 0.59% |
| Energy Transfer Lp | 93,642 | US$1.79M | 0.40% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,088 | US$1.47M | 0.33% |
| Berkshire Hathaway Inc. | 1,103 | US$552K | 0.12% |
| Chevron Corporation | 3,316 | US$550K | 0.12% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Devon Energy Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Old Republic International Corporation | 0 | US$0 | 0.00% |
| Paccar Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related