HWG Holdings LP
HWG Holdings LP reported 46 holdings worth US$434M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
HWG Holdings LP reported 46 holdings worth US$434M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$434M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 101K | US$34.8M | 8.0% |
| Apple Inc | 74,138 | US$24.7M | 5.7% |
| Nvidia Corporation | 91,746 | US$21M | 4.8% |
| Jp Morgan Chase & Co. | 51,822 | US$17.1M | 4.0% |
| Amazon.com, Inc. | 63,098 | US$15.7M | 3.6% |
| Microsoft Corp. | 30,046 | US$15.4M | 3.6% |
| Goldman Sachs Group, Inc. (the) | 13,274 | US$12M | 2.8% |
| Advanced Micro Devices Inc | 17,882 | US$10.9M | 2.5% |
| Natera, Inc. | 23,772 | US$9.83M | 2.3% |
| Dexcom, Inc. | 96,427 | US$8.32M | 1.9% |
| Eli Lilly And Company | 6,647 | US$7.69M | 1.8% |
| Unitedhealth Group Incorporated | 16,839 | US$6.18M | 1.4% |
| Intel Corporation | 40,849 | US$4.91M | 1.1% |
| Ge Aerospace | 15,640 | US$4.88M | 1.1% |
| Micron Technology, Inc. | 4,492 | US$4.78M | 1.1% |
| Watts Water Technologies, Inc. | 13,217 | US$4.68M | 1.1% |
| Northern Trust Corporation | 26,392 | US$4.47M | 1.0% |
| Fifth Third Bancorp | 85,760 | US$4.34M | 1.0% |
| Costco Wholesale Corporation | 4,703 | US$4.28M | 0.99% |
| Arthur J. Gallagher & Co. | 18,272 | US$4.17M | 0.96% |
| Arista Networks, Inc. | 18,117 | US$3.69M | 0.85% |
| Brainsway Ltd | 253K | US$3.34M | 0.77% |
| Sandisk Corporation | 1,666 | US$2.9M | 0.67% |
| Enterprise Products Partners L.p. | 70,557 | US$2.51M | 0.58% |
| Energy Transfer Lp | 93,861 | US$1.86M | 0.43% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,923 | US$1.33M | 0.31% |
| Chevron Corporation | 3,326 | US$679K | 0.16% |
| Berkshire Hathaway Inc. | 1,103 | US$549K | 0.13% |
| Amphenol Corporation | 6,112 | US$515K | 0.12% |
| Broadcom Inc. | 1,067 | US$375K | 0.09% |
| Cloudflare, Inc. | 698 | US$242K | 0.06% |
| Terex Corporation | 0 | US$0 | 0.00% |
| Argan, Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Curtiss-wright Corporation | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Howmet Aerospace Inc. | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Kodiak Gas Services, Inc. | 0 | US$0 | 0.00% |
| Mercury Systems Inc | 0 | US$0 | 0.00% |
| Mueller Industries, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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