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.
ICW Investment Advisors LLC (CIK 1794820) reported $276.6M across 147 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($7.1M, 2.58%), MSFT ($6.4M, 2.32%), CASY ($6.3M, 2.28%), AVGO ($5.8M, 2.10%), NVDA ($5.8M, 2.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $7.1M | 2.58% | 28,102 | Added |
| 2 | MSFT | MICROSOFT CORP | $6.4M | 2.32% | 17,307 | Added |
| 3 | CASY | CASEYS GEN STORES INC | $6.3M | 2.28% | 8,664 | Trimmed |
| 4 | AVGO | BROADCOM INC | $5.8M | 2.10% | 18,777 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.8M | 2.09% | 33,100 | Added |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $5.7M | 2.05% | 5,695 | Added |
| 7 | ABBV | ABBVIE INC | $5.3M | 1.91% | 24,269 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $5.3M | 1.91% | 10,567 | Added |
| 9 | V | VISA INC | $5.2M | 1.88% | 17,170 | Added |
| 10 | GOOGL | ALPHABET INC | $5.1M | 1.86% | 17,880 | Added |
| 11 | AMZN | AMAZON COM INC | $5.1M | 1.84% | 24,393 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $5.1M | 1.83% | 8,474 | Trimmed |
| 13 | ORLY | OREILLY AUTOMOTIVE INC | $4.9M | 1.76% | 52,796 | Added |
| 14 | WMT | WALMART INC | $4.8M | 1.74% | 38,710 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $4.3M | 1.56% | 25,452 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.53% | 17,328 | Trimmed |
| 17 | ABC | CENCORA INC | $4.1M | 1.50% | 13,178 | Trimmed |
| 18 | TJX | TJX COS INC NEW | $4.0M | 1.45% | 25,173 | Trimmed |
| 19 | NOC | NORTHROP GRUMMAN CORP | $4.0M | 1.43% | 5,793 | Trimmed |
| 20 | ROST | ROSS STORES INC | $3.9M | 1.42% | 18,095 | Trimmed |
| 21 | LIN | LINDE PLC | $3.8M | 1.38% | 7,696 | Added |
| 22 | PEP | PEPSICO INC | $3.7M | 1.34% | 23,897 | Added |
| 23 | LMT | LOCKHEED MARTIN CORP | $3.7M | 1.33% | 6,090 | Trimmed |
| 24 | MCD | MCDONALDS CORP | $3.4M | 1.22% | 10,824 | Added |
| 25 | SHW | SHERWIN WILLIAMS CO | $3.4M | 1.22% | 10,515 | Added |
Source: SEC Form 13F filings · as of 2026-03-31