FWL INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGNC | 1.25M | $13.44M |
 | IBN | 344K | $10.25M |
 | IREN | 238K | $8.98M |
 | WMB | 234K | $14.06M |
 | CCJ | 153K | $14.00M |
 | GEHC | 111K | $9.13M |
 | MDT | 106K | $10.17M |
 | ETR | 103K | $9.55M |
 | NVDA | 87K | $16.29M |
 | LNG | 86K | $16.77M |
 | TEM | 77K | $4.54M |
 | GOOG | 75K | $23.52M |
 | ORCL | 62K | $12.08M |
 | MU | 56K | $15.89M |
 | SCHW | 51K | $5.10M |
 | KTOS | 41K | $3.13M |
 | NLY | 39K | $863.52K |
 | NVT | 38K | $3.87M |
 | MSFT | 37K | $18.06M |
 | ETN | 34K | $10.93M |
AGNC Investment Corp.
AGNC
Shares Held
1.25M
Value
$13.44M
ICICI Bank Limited
IBN
Shares Held
344K
Value
$10.25M
IREN Limited
IREN
Shares Held
238K
Value
$8.98M
The Williams Companies, Inc.
WMB
Shares Held
234K
Value
$14.06M
Cameco Corporation
CCJ
Shares Held
153K
Value
$14.00M
GE HealthCare Technologies Inc.
GEHC
Shares Held
111K
Value
$9.13M
Medtronic plc
MDT
Shares Held
106K
Value
$10.17M
Entergy Corporation
ETR
Shares Held
103K
Value
$9.55M
NVIDIA Corporation
NVDA
Shares Held
87K
Value
$16.29M
Cheniere Energy, Inc.
LNG
Shares Held
86K
Value
$16.77M
Tempus AI, Inc.
TEM
Shares Held
77K
Value
$4.54M
Alphabet Inc.
GOOG
Shares Held
75K
Value
$23.52M
Oracle Corporation
ORCL
Shares Held
62K
Value
$12.08M
Micron Technology, Inc.
MU
Shares Held
56K
Value
$15.89M
The Charles Schwab Corporation
SCHW
Shares Held
51K
Value
$5.10M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
41K
Value
$3.13M
Annaly Capital Management, Inc.
NLY
Shares Held
39K
Value
$863.52K
nVent Electric plc
NVT
Shares Held
38K
Value
$3.87M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$18.06M
Eaton Corporation plc
ETN
Shares Held
34K
Value
$10.93M