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.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $7.3M | 4.01% | 10,337 | Trimmed |
| 2 | AAPL | APPLE INC | $7.0M | 3.84% | 27,626 | Added |
| 3 | AVGO | BROADCOM INC | $7.0M | 3.81% | 22,502 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $6.7M | 3.66% | 38,266 | Trimmed |
| 5 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.6M | 3.60% | 16,783 | Trimmed |
| 6 | GOOG | ALPHABET INC | $5.7M | 3.11% | 19,785 | Trimmed |
| 7 | DE | DEERE & CO | $5.3M | 2.91% | 9,441 | Added |
| 8 | AMZN | AMAZON COM INC | $5.2M | 2.85% | 24,983 | Added |
| 9 | MSFT | MICROSOFT CORP | $5.1M | 2.81% | 13,853 | Added |
| 10 | LRCX | LAM RESEARCH CORP | $4.8M | 2.65% | 22,679 | Trimmed |
| 11 | META | META PLATFORMS INC | $4.7M | 2.58% | 8,243 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $4.5M | 2.49% | 4,559 | Added |
| 13 | URI | UNITED RENTALS INC | $4.0M | 2.22% | 5,555 | Added |
| 14 | DELL | DELL TECHNOLOGIES INC | $3.9M | 2.15% | 23,872 | Added |
| 15 | ABBV | ABBVIE INC | $3.9M | 2.13% | 17,914 | Added |
| 16 | XOM | EXXON MOBIL CORP | $3.7M | 2.01% | 21,631 | Hold |
| 17 | HD | HOME DEPOT INC | $3.6M | 1.96% | 10,891 | Added |
| 18 | RTX | RTX CORPORATION | $3.3M | 1.83% | 17,311 | Added |
| 19 | V | VISA INC | $2.8M | 1.56% | 9,401 | Added |
| 20 | MMM | 3M CO | $2.7M | 1.50% | 18,897 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.47% | 9,107 | Added |
| 22 | CMI | CUMMINS INC | $2.6M | 1.44% | 4,886 | Added |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.5M | 1.35% | 7,279 | Trimmed |
| 24 | BAC | BANK AMERICA CORP | $2.4M | 1.30% | 48,848 | Added |
| 25 | GWW | WW GRAINGER INC | $2.1M | 1.15% | 1,928 | Added |
Source: SEC Form 13F filings · as of 2026-03-31