
TLWM
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BAC | 37K | $2.05M |
![]() | WMT | 21K | $2.38M |
![]() | SCHW | 18K | $1.82M |
![]() | AZN | 18K | $1.67M |
![]() | MRVL | 16K | $1.39M |
![]() | BSX | 15K | $1.44M |
![]() | NVDA | 15K | $2.79M |
![]() | AAPL | 14K | $3.93M |
![]() | AMZN | 13K | $2.97M |
![]() | MS | 11K | $2.01M |
![]() | XOM | 10K | $1.23M |
![]() | GOOGL | 10K | $3.11M |
![]() | CVX | 10K | $1.51M |
![]() | EMN | 10K | $608.43K |
![]() | TWLO | 9K | $1.34M |
![]() | CRM | 9K | $2.42M |
![]() | TSLA | 8K | $3.57M |
![]() | RSG | 8K | $1.67M |
![]() | NICE | 7K | $841.13K |
![]() | CRS | 7K | $2.17M |

Bank of America Corporation
BAC
Shares Held
37K
Value
$2.05M

Walmart Inc.
WMT
Shares Held
21K
Value
$2.38M

The Charles Schwab Corporation
SCHW
Shares Held
18K
Value
$1.82M

AstraZeneca PLC
AZN
Shares Held
18K
Value
$1.67M

Marvell Technology, Inc.
MRVL
Shares Held
16K
Value
$1.39M

Boston Scientific Corporation
BSX
Shares Held
15K
Value
$1.44M

NVIDIA Corporation
NVDA
Shares Held
15K
Value
$2.79M

Apple Inc.
AAPL
Shares Held
14K
Value
$3.93M

Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.97M

Morgan Stanley
MS
Shares Held
11K
Value
$2.01M

Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.23M

Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.11M

Chevron Corporation
CVX
Shares Held
10K
Value
$1.51M

Eastman Chemical Company
EMN
Shares Held
10K
Value
$608.43K

Twilio Inc.
TWLO
Shares Held
9K
Value
$1.34M

Salesforce, Inc.
CRM
Shares Held
9K
Value
$2.42M

Tesla, Inc.
TSLA
Shares Held
8K
Value
$3.57M

Republic Services, Inc.
RSG
Shares Held
8K
Value
$1.67M

NICE Ltd.
NICE
Shares Held
7K
Value
$841.13K

Carpenter Technology Corporation
CRS
Shares Held
7K
Value
$2.17M
