Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BROADWATER CAPITAL MANAGEMENT LLC (CIK 2084339) reported $133.8M across 209 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: MSFT ($14.9M, 11.15%), AAPL ($12.7M, 9.49%), GOOGL ($8.7M, 6.50%), GOOG ($6.7M, 5.03%), MCD ($5.8M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $14.9M | 11.15% | 30,844 | Trimmed |
| 2 | AAPL | APPLE INC | $12.7M | 9.49% | 46,731 | Trimmed |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $8.7M | 6.50% | 27,785 | Trimmed |
| 4 | GOOG | ALPHABET INC CAP STK CL C | $6.7M | 5.03% | 21,450 | Hold |
| 5 | MCD | MCDONALD S CORP | $5.8M | 4.37% | 19,138 | Trimmed |
| 6 | WMT | WALMART INC COM | $5.6M | 4.16% | 50,000 | Hold |
| 7 | JNJ | JOHNSON &JOHNSON COM | $4.6M | 3.41% | 22,043 | Hold |
| 8 | PG | PROCTER AND GAMBLE CO COM | $3.3M | 2.45% | 22,868 | Trimmed |
| 9 | ISRG | INTUITIVE SURGICAL INC | $3.3M | 2.44% | 5,772 | Hold |
| 10 | KO | COCA-COLA CO | $3.3M | 2.43% | 46,510 | Trimmed |
| 11 | MRK | MERCK &CO. INC COM | $3.1M | 2.35% | 29,832 | Hold |
| 12 | ADI | ANALOG DEVICES INC COM | $3.1M | 2.29% | 11,280 | Hold |
| 13 | ABBV | ABBVIE INC COM USD0.01 | $3.0M | 2.25% | 13,157 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP COM | $2.6M | 1.94% | 21,570 | Trimmed |
| 15 | SO | SOUTHERN CO | $2.5M | 1.90% | 29,154 | Hold |
| 16 | WEC | WEC ENERGY GROUP INC COM | $2.4M | 1.83% | 23,200 | Hold |
| 17 | ECL | ECOLAB INC | $2.3M | 1.73% | 8,830 | Hold |
| 18 | SYK | STRYKER CORPORATION COM | $2.3M | 1.70% | 6,465 | Hold |
| 19 | ABT | ABBOTT LABORATORIES | $1.9M | 1.43% | 15,243 | Trimmed |
| 20 | IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | $1.9M | 1.43% | 6,455 | Hold |
| 21 | SPGI | S&P GLOBAL INC COM | $1.8M | 1.37% | 3,520 | Hold |
| 22 | DIS | DISNEY WALT CO COM | $1.6M | 1.21% | 14,212 | Trimmed |
| 23 | XBI | SPDR SERIES TRUST STATE STREET S&P BIOTECH ETF | $1.5M | 1.12% | 12,300 | Hold |
| 24 | INTC | INTEL CORP COM USD0.001 | $1.4M | 1.05% | 38,256 | Hold |
| 25 | GD | GENERAL DYNAMICS CORP COM | $1.3M | 0.94% | 3,730 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31