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MWA ASSET MANAGEMENT
MWA ASSET MANAGEMENT
Latest filing: 2026-06-30
MWA ASSET MANAGEMENT runs MWA ASSET MANAGEMENT and currently holds 129 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $221.27M. Their top holdings are STX, CAT, LRCX, DELL, AVGO. The top five represent 20.9% of reported portfolio weight. MWA ASSET MANAGEMENT ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MWA ASSET MANAGEMENT initiated 5 new positions. They added to 30 existing positions. They trimmed 62 positions. Their current best-performing preview position is MU with returns of +241.67%.
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129 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX SEAGATE TECHNOLOGY HLDNGS PL | 5.10% | $91.86 | $850.00 | +825.32% | Trimmed -30.35% |
 CAT CATERPILLAR INC | 4.57% | $279.62 | $827.65 | +195.99% | Trimmed -8.16% |
 LRCX LAM RESEARCH CORP | 3.80% | $79.33 | $314.00 | +295.81% | Trimmed -14.44% |
 DELL DELL TECHNOLOGIES INC | 3.79% | $124.63 | $441.74 | +254.44% | Trimmed -18.55% |
 AVGO BROADCOM INC | 3.65% | $83.06 | $368.45 | +343.59% | Trimmed -5.02% |
 AAPL APPLE INC | 3.61% | $175.72 | $309.35 | +76.05% | Trimmed -0.20% |
 NVDA NVIDIA CORPORATION | 3.42% | $53.15 | $214.76 | +304.06% | Trimmed -1.23% |
 GOOG ALPHABET INC | 3.06% | $134.27 | $341.75 | +154.52% | Trimmed -3.12% |
 URI UNITED RENTALS INC | 2.87% | $531.35 | $1,098.51 | +106.74% | Added +0.88% |
 DE DEERE & CO | 2.70% | $395.07 | $647.73 | +63.95% | Trimmed -0.33% |
Showing 1-10 of 129