Terminal · Institutions

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

SNOWWATER INVESTMENT PARTNERS, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SNOWWATER INVESTMENT PARTNERS, LLC (CIK 2075393) reported $144.6M across 98 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: UDR ($20.9M, 14.47%), QQQ ($8.7M, 6.02%), VTI ($8.5M, 5.90%), GOOGL ($6.4M, 4.43%), AMZN ($6.2M, 4.28%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1UDRUDR INC$20.9M14.47%524,198Added
2QQQINVESCO QQQ TR$8.7M6.02%11,803Added
3VTIVANGUARD INDEX FDS$8.5M5.90%23,073Hold
4GOOGLALPHABET INC$6.4M4.43%17,914Trimmed
5AMZNAMAZON COM INC$6.2M4.28%26,002Trimmed
6LRCXLAM RESEARCH CORP$5.4M3.73%12,448Trimmed
7AAPLAPPLE INC$5.3M3.68%18,395Added
8JPMJPMORGAN CHASE & CO$4.6M3.19%14,092Added
9SPYSTATE STR SPDR S&P 500 ETF T$4.5M3.12%6,026Added
10VICRVICOR CORP$4.5M3.11%11,830Trimmed
11VIGVANGUARD SPECIALIZED FUNDS$4.5M3.08%18,850Hold
12VOVANGUARD INDEX FDS$3.3M2.25%40,369Added
13NVDANVIDIA CORPORATION$3.2M2.23%16,125Added
14VGTVANGUARD WORLD FD$3.1M2.16%26,122Added
15MSFTMICROSOFT CORP$2.6M1.82%7,060Added
16DIASTATE STR SPDR DOW JONES IND$2.1M1.45%4,000Hold
17PGRPROGRESSIVE CORP$2.0M1.37%9,038Added
18MARMARRIOTT INTL INC NEW$1.9M1.29%5,036Trimmed
19GOOGALPHABET INC$1.8M1.22%4,998Trimmed
20VOOVANGUARD INDEX FDS$1.7M1.15%2,413Trimmed
21DGROISHARES TR$1.6M1.10%20,978Added
22COSTCOSTCO WHOLESALE CORPORATION$1.5M1.06%1,638Trimmed
23BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M1.04%2Hold
24CVXCHEVRON CORPORATION$1.5M1.03%8,947Added
25NEMNEWMONT CORP$1.5M1.02%15,771Trimmed

Source: SEC Form 13F filings · as of 2026-06-30