account_balance
Investment manager · 13F filer · SEC CIK 1903058
MWA Asset Management
Reported value$215Mas of Sep 30, 2026
Positions131 8 new, 6 sold out
Top 10 weight37.0%STX alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
STXSeagate Technology Holdings PLC
4.6%Trimmed −8%
DELLDell Technologies Inc.
4.3%Trimmed −11%
AAPLApple Inc.
4.3%
NVDANVIDIA Corp
4.0%
AVGOBroadcom Inc.
3.6%Added +2%
CATCaterpillar Inc
3.6%
MSFTMicrosoft Corp
3.4%
METAMeta Platforms, Inc.
3.1%Added +2%
GOOGAlphabet Inc.
3.1%Added +2%
AMZNAmazon.com Inc
3.0%Added +3%
DEDeere & Co
3.0%
LRCXLam Research Corp
2.8%
STXSeagate Technology Holdings PLC
4.6%−8%
DELLDell Technologies Inc.
4.3%
AAPLApple Inc.
4.3%
NVDANVIDIA Corp
4.0%
AVGOBroadcom Inc.
3.6%+2%
CATCaterpillar Inc
3.6%
MSFTMicrosoft Corp
3.4%
METAMeta Platforms, Inc.
3.1%
GOOGAlphabet Inc.
3.1%
AMZNAmazon.com Inc
3.0%
DEDeere & Co
3.0%
LRCXLam Research Corp
2.8%
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
STX Seagate Technology Holdings PLC 4.6% Trimmed −8%DELL Dell Technologies Inc. 4.3% Trimmed −11%AAPL Apple Inc. 4.3% HeldNVDA NVIDIA Corp 4.0% HeldAVGO Broadcom Inc. 3.6% Added +2%CAT Caterpillar Inc 3.6% HeldMSFT Microsoft Corp 3.4% HeldMETA Meta Platforms, Inc. 3.1% Added +2%GOOG Alphabet Inc. 3.1% Added +2%AMZN Amazon.com Inc 3.0% Added +3%DE Deere & Co 3.0% HeldLRCX Lam Research Corp 2.8% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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