account_balance

Investment manager · 13F filer · SEC CIK 1829231

FWL Investment Management, LLC

Reported value$545Mas of Jun 30, 2026
Positions501 178 new, 23 sold out
Top 10 weight43.2%MU alone is 6%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MU Micron Technology Inc 5.9% Trimmed −35%
AMLP Alerian MLP ETF 4.8% Added +6%
GOOG Alphabet Inc. 4.8% Added +4%
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 4.8% Added +5%
LNG Cheniere Energy, Inc. 4.7% Added +11%NVDA NVIDIA Corp 4.7% Added +11%WMB Williams Companies, Inc. 3.6% Added +2%LLY ELI Lilly & Co 3.5% Added +1131%LSTR Landstar System Inc 3.2% Added +4%ETR Entergy Corp 3.1% Added +4%
XBI State Street SPDR S&P Biotech ETF 2.8% Added +131942%
COPX Global X Copper Miners ETF 2.7% Added +6%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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