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.
HWG Holdings LP (CIK 1599390) reported $442.2M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($76.3M, 17.26%), EEM ($38.2M, 8.63%), GOOGL ($37.9M, 8.57%), CW ($32.7M, 7.39%), NVDA ($29.6M, 6.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $76.3M | 17.26% | 101,924 | Added |
| 2 | EEM | ISHARES MSCI EMERGING MARKETS | $38.2M | 8.63% | 558,040 | Added |
| 3 | GOOGL | ALPHABET INC. CLASS A | $37.9M | 8.57% | 106,032 | Added |
| 4 | CW | CURTISS WRIGHT CORP | $32.7M | 7.39% | 43,104 | Trimmed |
| 5 | NVDA | NVIDIA CORP | $29.6M | 6.69% | 147,955 | Added |
| 6 | QQQ | INVSC QQQ TRUST SRS 1 ETF | $22.6M | 5.11% | 30,677 | Added |
| 7 | AMZN | AMAZON.COM INC | $20.9M | 4.72% | 87,592 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $17.0M | 3.84% | 51,917 | Trimmed |
| 9 | AVGO | BROADCOM INC | $15.1M | 3.41% | 39,892 | Added |
| 10 | AAPL | APPLE INC | $13.0M | 2.94% | 44,882 | Added |
| 11 | KLAC | KLA CORP | $12.8M | 2.90% | 42,467 | Added |
| 12 | MSFT | MICROSOFT CORP | $11.0M | 2.48% | 29,427 | Added |
| 13 | CAT | CATERPILLAR INC | $10.6M | 2.41% | 9,989 | Added |
| 14 | KGS | KODIAK GAS SERVICES, INC | $9.4M | 2.13% | 125,216 | Trimmed |
| 15 | GS | GOLDMAN SACHS GROUP | $8.6M | 1.95% | 8,539 | Added |
| 16 | IJH | ISHARES CORE S&P MID CAP ETF | $6.1M | 1.38% | 78,891 | Added |
| 17 | HWM | HOWMET AEROSPACE INC | $5.9M | 1.33% | 21,939 | New |
| 18 | UNH | UNITEDHEALTH GRP INC | $5.8M | 1.31% | 13,947 | New |
| 19 | AGX | ARGAN INC COM | $5.2M | 1.18% | 6,553 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CO | $5.1M | 1.16% | 5,491 | Trimmed |
| 21 | APH | AMPHENOL CORP CLA | $4.9M | 1.10% | 27,612 | New |
| 22 | MLI | MUELLER INDS INC | $4.6M | 1.03% | 37,031 | Trimmed |
| 23 | MRCY | MERCURY SYSTEMS INC | $4.5M | 1.01% | 36,605 | New |
| 24 | WTS | WATTS WATER TECH INC CLASS A | $4.4M | 0.98% | 11,118 | New |
| 25 | TEX | TEREX CORP | $4.3M | 0.96% | 58,781 | New |
Source: SEC Form 13F filings · as of 2026-06-30