account_balance
Investment manager · 13F filer · SEC CIK 2115631
Henson-Edgewater Management, LLC
Reported value$192Mas of Jun 30, 2026
Positions66 4 new, 4 sold out
Top 10 weight58.9%AAPL alone is 13%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
12.9%Trimmed −3%
PLTRPalantir Technologies Inc.
7.3%Added +7%
BACBank of America Corp
6.2%Trimmed −3%
AMDAdvanced Micro Devices Inc
5.8%
AMZNAmazon.com Inc
5.7%Added +3%
GOOGAlphabet Inc.
5.3%Added +3%
MSFTMicrosoft Corp
4.9%
METAMeta Platforms, Inc.
3.8%Added +2%
WMTWalmart Inc.
3.6%
MUMicron Technology Inc
3.5%Trimmed −2%
NVDANVIDIA Corp
3.5%+7%
PPAInvesco Exchange Traded Fd T
2.8%
AAPLApple Inc.
12.9%Trimmed −3%
PLTRPalantir Technologies Inc.
7.3%+7%
BACBank of America Corp
6.2%−3%
AMDAdvanced Micro Devices Inc
5.8%
AMZNAmazon.com Inc
5.7%+3%
GOOGAlphabet Inc.
5.3%
MSFTMicrosoft Corp
4.9%
METAMeta Platforms, Inc.
3.8%
WMTWalmart Inc.
3.6%
MU3.5%NVDA3.5%PPA2.8%
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
AAPL Apple Inc. 12.9% Trimmed −3%PLTR Palantir Technologies Inc. 7.3% Added +7%BAC Bank of America Corp 6.2% Trimmed −3%AMD Advanced Micro Devices Inc 5.8% HeldAMZN Amazon.com Inc 5.7% Added +3%GOOG Alphabet Inc. 5.3% Added +3%MSFT Microsoft Corp 4.9% HeldMETA Meta Platforms, Inc. 3.8% Added +2%WMT Walmart Inc. 3.6% HeldMU Micron Technology Inc 3.5% Trimmed −2%NVDA NVIDIA Corp 3.5% Added +7%
PPA Invesco Exchange Traded Fd T 2.8% Held
What changed
Biggest moves since Mar 31, 2026
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