
FWL INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AGNC | 923K | $9.25M |
![]() | IBN | 397K | $10.29M |
![]() | WMB | 262K | $19.04M |
![]() | MDT | 206K | $17.86M |
![]() | IREN | 162K | $5.57M |
![]() | ETR | 142K | $15.96M |
![]() | CCJ | 130K | $14.08M |
![]() | NVDA | 115K | $20.04M |
![]() | LNG | 97K | $27.50M |
![]() | LSTR | 82K | $13.21M |
![]() | GOOG | 71K | $20.42M |
![]() | KTOS | 68K | $4.77M |
![]() | CRCL | 52K | $4.97M |
![]() | APTV | 51K | $3.55M |
![]() | QCOM | 45K | $5.86M |
![]() | MU | 43K | $14.46M |
![]() | NVT | 42K | $5.00M |
![]() | MSFT | 37K | $13.70M |
![]() | WMT | 33K | $4.10M |
![]() | NLY | 33K | $694.36K |

AGNC Investment Corp.
AGNC
Shares Held
923K
Value
$9.25M

ICICI Bank Limited
IBN
Shares Held
397K
Value
$10.29M

The Williams Companies, Inc.
WMB
Shares Held
262K
Value
$19.04M

Medtronic plc
MDT
Shares Held
206K
Value
$17.86M

IREN Limited
IREN
Shares Held
162K
Value
$5.57M

Entergy Corporation
ETR
Shares Held
142K
Value
$15.96M

Cameco Corporation
CCJ
Shares Held
130K
Value
$14.08M

NVIDIA Corporation
NVDA
Shares Held
115K
Value
$20.04M

Cheniere Energy, Inc.
LNG
Shares Held
97K
Value
$27.50M

Landstar System, Inc.
LSTR
Shares Held
82K
Value
$13.21M

Alphabet Inc.
GOOG
Shares Held
71K
Value
$20.42M

Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
68K
Value
$4.77M

Circle Internet Group
CRCL
Shares Held
52K
Value
$4.97M

Aptiv PLC
APTV
Shares Held
51K
Value
$3.55M

QUALCOMM Incorporated
QCOM
Shares Held
45K
Value
$5.86M

Micron Technology, Inc.
MU
Shares Held
43K
Value
$14.46M

nVent Electric plc
NVT
Shares Held
42K
Value
$5.00M

Microsoft Corporation
MSFT
Shares Held
37K
Value
$13.70M

Walmart Inc.
WMT
Shares Held
33K
Value
$4.10M

Annaly Capital Management, Inc.
NLY
Shares Held
33K
Value
$694.36K
