MRWM Advisors, LLC
MRWM Advisors, LLC reported 80 holdings worth US$243M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
MRWM Advisors, LLC reported 80 holdings worth US$243M as of Jun 30, 2026. Largest: Apple Inc, Lam Research Corporation and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$243M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,565 | US$6.24M | 2.6% |
| Lam Research Corporation | 3,756 | US$1.63M | 0.67% |
| Alphabet Inc (google) Class C | 4,136 | US$1.48M | 0.61% |
| Abbvie Inc. | 5,570 | US$1.4M | 0.58% |
| International Business Machines Corporation | 4,693 | US$1.32M | 0.54% |
| Cisco Systems, Inc. | 11,182 | US$1.31M | 0.54% |
| Broadcom Inc. | 3,402 | US$1.29M | 0.53% |
| Visa Inc. | 3,191 | US$1.09M | 0.45% |
| Merck & Company, Inc. | 8,433 | US$1.08M | 0.45% |
| Amgen Inc. | 2,970 | US$1.08M | 0.44% |
| Union Pacific Corporation | 3,557 | US$968K | 0.40% |
| Home Depot, Inc. (the) | 2,711 | US$956K | 0.39% |
| Kroger Company (the) | 16,627 | US$923K | 0.38% |
| Lockheed Martin Corporation | 1,702 | US$867K | 0.36% |
| Bristol-myers Squibb Company | 14,865 | US$857K | 0.35% |
| Mcdonald's Corporation | 3,109 | US$840K | 0.35% |
| Starbucks Corporation | 8,212 | US$839K | 0.34% |
| Lowe's Companies, Inc. | 3,793 | US$836K | 0.34% |
| Procter & Gamble Company (the) | 5,656 | US$829K | 0.34% |
| Charles Schwab Corporation (the) | 8,741 | US$807K | 0.33% |
| Exxon Mobil Corporation | 5,277 | US$721K | 0.30% |
| Qualcomm Incorporated | 3,854 | US$712K | 0.29% |
| Netapp, Inc. | 4,497 | US$696K | 0.29% |
| Microsoft Corp. | 1,792 | US$668K | 0.27% |
| Colgate-palmolive Company | 6,825 | US$626K | 0.26% |
| Toll Brothers, Inc. | 3,513 | US$579K | 0.24% |
| General Mills, Inc. | 13,626 | US$474K | 0.19% |
| Comcast Corporation | 19,125 | US$470K | 0.19% |
| Tesla, Inc. | 1,077 | US$453K | 0.19% |
| Twist Bioscience Corporation | 4,339 | US$446K | 0.18% |
| Nvidia Corporation | 1,810 | US$362K | 0.15% |
| Space Exploration Technologies Corp | 1,481 | US$253K | 0.10% |
| Gilead Sciences, Inc. | 1,988 | US$251K | 0.10% |
| Suncor Energy Inc. | 4,638 | US$249K | 0.10% |
| W.w. Grainger, Inc. | 166 | US$226K | 0.09% |
| Chevron Corporation | 1,263 | US$209K | 0.09% |
| Fox Corporation | 3,851 | US$201K | 0.08% |
| Conocophillips | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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