Holdings
Cowa, LLC
As of Jun 30, 2026, Cowa, LLC reported 105 positions worth US$112M. Largest: Comfort Systems Usa, Inc., Apple Inc and Oneok, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Comfort Systems Usa, Inc. | 12,439 | US$24.7M | +425 | Jun 30, 2026 |
| Apple Inc | 40,128 | US$11.6M | −3,065 | Jun 30, 2026 |
| Oneok, Inc. | 58,490 | US$5.09M | −743 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 81,330 | US$2.99M | +5,000 | Jun 30, 2026 |
| Nvidia Corporation | 14,725 | US$2.95M | −340 | Jun 30, 2026 |
| United Parcel Service, Inc. | 23,646 | US$2.54M | +1,914 | Jun 30, 2026 |
| Conocophillips | 20,318 | US$2.11M | +2 | Jun 30, 2026 |
| Quanta Services, Inc. | 2,731 | US$1.97M | no change | Jun 30, 2026 |
| Microsoft Corp. | 5,057 | US$1.89M | −74 | Jun 30, 2026 |
| Kimberly-clark Corporation | 16,560 | US$1.82M | +4,396 | Jun 30, 2026 |