Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MWA Asset Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MWA Asset Management (CIK 1903058) reported $182.6M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($7.3M, 4.01%), AAPL ($7.0M, 3.84%), AVGO ($7.0M, 3.81%), NVDA ($6.7M, 3.66%), STX ($6.6M, 3.60%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CATCATERPILLAR INC$7.3M4.01%10,337Trimmed
2AAPLAPPLE INC$7.0M3.84%27,626Added
3AVGOBROADCOM INC$7.0M3.81%22,502Trimmed
4NVDANVIDIA CORPORATION$6.7M3.66%38,266Trimmed
5STXSEAGATE TECHNOLOGY HLDNGS PL$6.6M3.60%16,783Trimmed
6GOOGALPHABET INC$5.7M3.11%19,785Trimmed
7DEDEERE & CO$5.3M2.91%9,441Added
8AMZNAMAZON COM INC$5.2M2.85%24,983Added
9MSFTMICROSOFT CORP$5.1M2.81%13,853Added
10LRCXLAM RESEARCH CORP$4.8M2.65%22,679Trimmed
11METAMETA PLATFORMS INC$4.7M2.58%8,243Added
12COSTCOSTCO WHOLESALE CORPORATION$4.5M2.49%4,559Added
13URIUNITED RENTALS INC$4.0M2.22%5,555Added
14DELLDELL TECHNOLOGIES INC$3.9M2.15%23,872Added
15ABBVABBVIE INC$3.9M2.13%17,914Added
16XOMEXXON MOBIL CORP$3.7M2.01%21,631Hold
17HDHOME DEPOT INC$3.6M1.96%10,891Added
18RTXRTX CORPORATION$3.3M1.83%17,311Added
19VVISA INC$2.8M1.56%9,401Added
20MMM3M CO$2.7M1.50%18,897Trimmed
21JPMJPMORGAN CHASE & CO$2.7M1.47%9,107Added
22CMICUMMINS INC$2.6M1.44%4,886Added
23TSMTAIWAN SEMICONDUCTOR MANUFAC$2.5M1.35%7,279Trimmed
24BACBANK AMERICA CORP$2.4M1.30%48,848Added
25GWWWW GRAINGER INC$2.1M1.15%1,928Added

Source: SEC Form 13F filings · as of 2026-03-31