Nvwm, LLC

Nvwm, LLC reported 1,014 holdings worth US$533M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

Nvwm, LLC reported 1,014 holdings worth US$533M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Oct 14, 2026 (Form 13F).

Holdings
1,014
Value as reported
US$533M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc74,775US$24.9M4.7%
Microsoft Corp.41,784US$21.4M4.0%
Nvidia Corporation86,063US$19.7M3.7%
Amazon.com, Inc.68,433US$17.1M3.2%
Alphabet Inc (google) Class C47,427US$16.3M3.1%
Advanced Micro Devices Inc16,609US$10.2M1.9%
Meta Platforms, Inc.12,617US$9.15M1.7%
Palo Alto Networks, Inc.21,458US$8.53M1.6%
Broadcom Inc.21,883US$7.69M1.4%
Applied Materials, Inc.12,142US$6.21M1.2%
Ge Vernova Inc.5,659US$5.38M1.0%
Berkshire Hathaway Inc.8,876US$5.17M0.97%
Chevron Corporation24,122US$4.93M0.92%
Jp Morgan Chase & Co.14,553US$4.81M0.90%
Merck & Company, Inc.32,637US$4.74M0.89%
Costco Wholesale Corporation5,079US$4.62M0.87%
Visa Inc.12,655US$4.55M0.85%
Arista Networks, Inc.22,181US$4.52M0.85%
Crowdstrike Holdings, Inc.15,953US$4.22M0.79%
Netflix, Inc.59,915US$4.17M0.78%
Dell Technologies Inc.7,608US$4.09M0.77%
Mastercard Incorporated7,230US$3.99M0.75%
Wells Fargo & Company48,440US$3.88M0.73%
Eli Lilly And Company3,328US$3.85M0.72%
Johnson & Johnson13,625US$3.61M0.68%
Thermo Fisher Scientific Inc5,264US$3.55M0.67%
Asml Holding Nv1,894US$3.43M0.64%
Parker-hannifin Corporation3,591US$3.43M0.64%
Cadence Design Systems, Inc.10,158US$3.35M0.63%
Walmart Inc.29,904US$3.11M0.58%
American Express Company9,673US$2.94M0.55%
Abbvie Inc.11,121US$2.91M0.55%
Lam Research Corporation8,545US$2.81M0.53%
Morgan Stanley14,605US$2.75M0.52%
Bank Of America Corporation48,287US$2.63M0.49%
Taiwan Semiconductor Manufacturing Co., Ltd.5,504US$2.51M0.47%
Kla Corporation12,716US$2.48M0.46%
Starbucks Corporation25,941US$2.44M0.46%
Tjx Companies, Inc. (the)17,758US$2.35M0.44%
Corning Incorporated15,272US$2.35M0.44%
Palantir Technologies Inc.12,229US$2.29M0.43%
Ati Inc.11,849US$2.24M0.42%
Robinhood Markets, Inc.19,766US$2.22M0.42%
Home Depot, Inc. (the)7,504US$2.14M0.40%
Sharkninja, Inc.11,845US$2.13M0.40%
Snowflake Inc.6,215US$2.11M0.40%
Ge Aerospace6,636US$2.07M0.39%
Citigroup, Inc.15,822US$2.05M0.38%
Union Pacific Corporation7,406US$2.02M0.38%
Amphenol Corporation23,790US$2.01M0.38%
Shopify Inc.13,133US$1.95M0.37%
Freeport-mcmoran, Inc.27,800US$1.95M0.36%
Waste Management, Inc.9,423US$1.92M0.36%
Prologis, Inc.14,726US$1.91M0.36%
Marvell Technology, Inc.7,207US$1.9M0.36%
Viking Holdings Ltd23,885US$1.87M0.35%
Nextera Energy, Inc.24,099US$1.83M0.34%
Monolithic Power Systems, Inc.1,314US$1.77M0.33%
Walt Disney Company (the)16,794US$1.76M0.33%
Quanta Services, Inc.2,696US$1.73M0.32%
Duke Energy Corporation (holding Company)14,982US$1.71M0.32%
Affirm Holdings, Inc.23,933US$1.66M0.31%
Clean Harbors, Inc.5,314US$1.65M0.31%
Procter & Gamble Company (the)11,336US$1.65M0.31%
Mcdonald's Corporation7,081US$1.64M0.31%
Uber Technologies, Inc.23,244US$1.59M0.30%
Lockheed Martin Corporation3,107US$1.58M0.30%
Pepsico, Inc.12,326US$1.56M0.29%
Edwards Lifesciences Corporation17,899US$1.55M0.29%
Synopsys, Inc.3,411US$1.48M0.28%
Argenx Se1,538US$1.47M0.28%
Delta Air Lines, Inc.17,663US$1.47M0.28%
Boeing Company (the)7,905US$1.47M0.28%
Pnc Financial Services Group, Inc. (the)6,600US$1.47M0.28%
Sonoco Products Company29,869US$1.46M0.27%
Ross Stores, Inc.5,885US$1.37M0.26%
Emerson Electric Company8,561US$1.33M0.25%
Mp Materials Corp.26,904US$1.27M0.24%
Caterpillar, Inc.1,537US$1.25M0.23%
Capital One Financial Corporation6,084US$1.17M0.22%
Sk Hynix Inc.6,324US$1.16M0.22%
Phillips 664,435US$1.13M0.21%
Heico Corporation3,484US$1.06M0.20%
Mercadolibre, Inc.573US$990K0.19%
Devon Energy Corporation21,441US$987K0.19%
Transdigm Group Inc.872US$944K0.18%
Idexx Laboratories, Inc.1,788US$934K0.18%
Rockwell Automation, Inc.2,102US$915K0.17%
Icici Bank Limited31,914US$879K0.16%
Martin Marietta Materials, Inc.1,806US$867K0.16%
Xcel Energy Inc.12,091US$852K0.16%
Vulcan Materials Company (holding Company)3,425US$838K0.16%
Tesla, Inc.2,330US$827K0.16%
Postal Realty Trust, Inc.34,245US$783K0.15%
Deere & Company1,144US$768K0.14%
Goldman Sachs Group, Inc. (the)806US$726K0.14%
Cytokinetics, Incorporated9,600US$633K0.12%
United Parcel Service, Inc.6,641US$621K0.12%
Digital Realty Trust, Inc.3,484US$612K0.11%
Lowe's Companies, Inc.3,035US$559K0.10%

Every holding of Nvwm, LLC

Source

View original at SEC

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