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NEARWATER CAPITAL MARKETS, LTD 13F portfolio summary

NEARWATER CAPITAL MARKETS, LTD of NEARWATER CAPITAL MARKETS, LTD has 82 current stock holdings with a reported portfolio value of $4.24B. The portfolio 1 year return is +25.70%. Top holdings include SPDW (6.50%), AAPL (6.05%), NVDA (5.87%), GDXJ (4.64%), VEA (3.37%).

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NEARWATER CAPITAL MARKETS, LTD

NEARWATER CAPITAL MARKETS, LTD
Latest filing: 2026-03-31

NEARWATER CAPITAL MARKETS, LTD runs NEARWATER CAPITAL MARKETS, LTD and currently holds 82 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $4.24B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEARWATER CAPITAL MARKETS, LTD ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEARWATER CAPITAL MARKETS, LTD's portfolio at NEARWATER CAPITAL MARKETS, LTD has delivered returns of +25.70%. Their 3-year annualized return is +19.10%. Looking at the 5-year horizon, NEARWATER CAPITAL MARKETS, LTD has achieved +19.10% annualized returns at NEARWATER CAPITAL MARKETS, LTD.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.70%
#0/1000
3 Year
+19.10%
#0/1000
5 Year
+19.10%
#0/1000

Portfolio Value

$4.24B

Alpha Score

18.4

#0 of 1000

Holdings

82

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change