MWA Asset Management: 13F holdings
CIK 19030582026Q2
| Positions | 129 |
|---|---|
| Reported value | $221.3m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 11,690 | $11.3m | 5.1% |
| CAT CATERPILLAR INC | 9,493 | $10.1m | 4.6% |
| LRCX LAM RESEARCH CORP | 19,405 | $8.4m | 3.8% |
| DELL DELL TECHNOLOGIES INC | 19,443 | $8.4m | 3.8% |
| AVGO BROADCOM INC | 21,372 | $8.1m | 3.6% |
| AAPL APPLE INC | 27,571 | $8.0m | 3.6% |
| NVDA NVIDIA CORPORATION | 37,795 | $7.6m | 3.4% |
| GOOG ALPHABET INC | 19,167 | $6.8m | 3.1% |
| URI UNITED RENTALS INC | 5,604 | $6.3m | 2.9% |
| DE DEERE & CO | 9,410 | $6.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903058")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.