Holdings
MWA Asset Management
As of Jun 30, 2026, MWA Asset Management reported 73 positions worth US$175M. Largest: Caterpillar, Inc., Lam Research Corporation and Dell Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 9,493 | US$10.1M | −844 | Jun 30, 2026 |
| Lam Research Corporation | 19,405 | US$8.41M | −3,274 | Jun 30, 2026 |
| Dell Technologies Inc. | 19,443 | US$8.39M | −4,429 | Jun 30, 2026 |
| Broadcom Inc. | 21,372 | US$8.07M | −1,130 | Jun 30, 2026 |
| Apple Inc | 27,571 | US$7.98M | −55 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 21,539 | US$7.7M | −853 | Jun 30, 2026 |
| Nvidia Corporation | 37,795 | US$7.56M | −471 | Jun 30, 2026 |
| United Rentals, Inc. | 5,604 | US$6.35M | +49 | Jun 30, 2026 |
| Deere & Company | 9,410 | US$5.97M | −31 | Jun 30, 2026 |
| Amazon.com, Inc. | 24,962 | US$5.95M | −21 | Jun 30, 2026 |