Nvwm, LLC

Nvwm, LLC reported 992 holdings worth US$496M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Nvwm, LLC reported 992 holdings worth US$496M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).

Holdings
992
Value as reported
US$496M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc74,328US$21.5M4.3%
Nvidia Corporation84,899US$17M3.4%
Alphabet Inc (google) Class C46,688US$16.7M3.4%
Amazon.com, Inc.68,125US$16.2M3.3%
Microsoft Corp.41,550US$15.5M3.1%
Advanced Micro Devices Inc16,815US$9.77M2.0%
Applied Materials, Inc.12,192US$8.81M1.8%
Broadcom Inc.21,743US$8.21M1.7%
Palo Alto Networks, Inc.21,934US$7.48M1.5%
Meta Platforms, Inc.12,466US$7.02M1.4%
Ge Vernova Inc.5,735US$6.74M1.4%
Berkshire Hathaway Inc.10,414US$5.21M1.0%
Jp Morgan Chase & Co.14,687US$4.81M0.97%
Costco Wholesale Corporation4,876US$4.56M0.92%
Visa Inc.12,660US$4.34M0.88%
Netflix, Inc.58,963US$4.21M0.85%
Wells Fargo & Company50,768US$4.2M0.85%
Merck & Company, Inc.32,439US$4.17M0.84%
Eli Lilly And Company3,314US$3.97M0.80%
Chevron Corporation23,867US$3.96M0.80%
Arista Networks, Inc.22,416US$3.81M0.77%
Kla Corporation12,605US$3.8M0.77%
Dell Technologies Inc.8,785US$3.79M0.76%
Asml Holding Nv1,874US$3.73M0.75%
Cadence Design Systems, Inc.9,893US$3.71M0.75%
Mastercard Incorporated7,208US$3.7M0.75%
Lam Research Corporation8,400US$3.64M0.73%
Johnson & Johnson13,755US$3.49M0.70%
Parker-hannifin Corporation3,501US$3.42M0.69%
Walmart Inc.29,515US$3.34M0.67%
American Express Company9,628US$3.26M0.66%
Crowdstrike Holdings, Inc.4,037US$3.08M0.62%
Morgan Stanley14,179US$2.96M0.60%
Abbvie Inc.11,341US$2.85M0.58%
Bank Of America Corporation48,026US$2.74M0.55%
Thermo Fisher Scientific Inc5,275US$2.64M0.53%
Tjx Companies, Inc. (the)17,377US$2.63M0.53%
Starbucks Corporation25,636US$2.62M0.53%
Home Depot, Inc. (the)7,357US$2.59M0.52%
Taiwan Semiconductor Manufacturing Co., Ltd.5,317US$2.54M0.51%
Viking Holdings Ltd23,882US$2.5M0.50%
Ge Aerospace6,661US$2.49M0.50%
Ati Inc.11,925US$2.35M0.47%
Citigroup, Inc.14,949US$2.09M0.42%
Waste Management, Inc.9,333US$2.08M0.42%
Prologis, Inc.14,938US$2.02M0.41%
Amphenol Corporation11,426US$2.01M0.41%
Union Pacific Corporation7,371US$2M0.40%
Xcel Energy Inc.24,727US$1.99M0.40%
Nextera Energy, Inc.22,401US$1.97M0.40%
Robinhood Markets, Inc.19,344US$1.94M0.39%
Affirm Holdings, Inc.23,642US$1.93M0.39%
Quanta Services, Inc.2,644US$1.9M0.38%
Exxon Mobil Corporation13,497US$1.85M0.37%
Sharkninja, Inc.11,961US$1.82M0.37%
Mcdonald's Corporation6,735US$1.82M0.37%
Monolithic Power Systems, Inc.1,289US$1.78M0.36%
Oracle Corporation12,096US$1.77M0.36%
Duke Energy Corporation (holding Company)13,504US$1.71M0.34%
Boeing Company (the)7,886US$1.71M0.34%
Delta Air Lines, Inc.18,161US$1.7M0.34%
Sonoco Products Company29,869US$1.68M0.34%
Pepsico, Inc.12,068US$1.63M0.33%
Procter & Gamble Company (the)11,141US$1.63M0.33%
Caterpillar, Inc.1,530US$1.63M0.33%
Pnc Financial Services Group, Inc. (the)6,600US$1.63M0.33%
Edwards Lifesciences Corporation17,937US$1.62M0.33%
Uber Technologies, Inc.22,131US$1.6M0.32%
Walt Disney Company (the)16,493US$1.59M0.32%
Snowflake Inc.6,178US$1.57M0.32%
Lockheed Martin Corporation3,054US$1.56M0.31%
Clean Harbors, Inc.5,128US$1.53M0.31%
Shopify Inc.13,356US$1.52M0.31%
Synopsys, Inc.3,307US$1.48M0.30%
Mp Materials Corp.25,275US$1.42M0.29%
Argenx Se1,518US$1.41M0.28%
Palantir Technologies Inc.11,801US$1.38M0.28%
Ross Stores, Inc.5,894US$1.25M0.25%
Heico Corporation4,821US$1.24M0.25%
International Business Machines Corporation4,369US$1.23M0.25%
Capital One Financial Corporation6,086US$1.22M0.25%
Emerson Electric Company8,220US$1.18M0.24%
Transdigm Group Inc.834US$1.11M0.22%
Rockwell Automation, Inc.2,149US$1.06M0.21%
Freeport-mcmoran, Inc.16,467US$1.04M0.21%
Martin Marietta Materials, Inc.1,722US$993K0.20%
Mercadolibre, Inc.573US$973K0.20%
Vulcan Materials Company (holding Company)3,268US$964K0.19%
Idexx Laboratories, Inc.1,793US$944K0.19%
Icici Bank Limited31,081US$902K0.18%
Pagseguro Digital Ltd.95,065US$860K0.17%
Devon Energy Corporation20,679US$854K0.17%
Postal Realty Trust, Inc.34,028US$838K0.17%
Goldman Sachs Group, Inc. (the)803US$812K0.16%
Cytokinetics, Incorporated9,123US$777K0.16%
Phillips 664,441US$751K0.15%
Deere & Company1,138US$722K0.15%
United Parcel Service, Inc.6,685US$719K0.14%
Air Products And Chemicals, Inc.2,258US$662K0.13%
Lowe's Companies, Inc.2,941US$648K0.13%

Every holding of Nvwm, LLC

Source

View original at SEC

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