MWA ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 49K | $4.36M |
 | NVDA | 38K | $5.74M |
 | FNF | 34K | $1.69M |
 | AAPL | 28K | $3.70M |
 | AMZN | 25K | $3.43M |
 | SOLS | 24K | $1.23M |
 | DELL | 24K | $1.70M |
 | LRCX | 23K | $1.09M |
 | AVGO | 23K | $3.11M |
 | XOM | 22K | $249.05K |
 | TSCO | 21K | $1.15M |
 | GOOG | 20K | $2.29M |
 | MMM | 19K | $2.71M |
 | ABBV | 18K | $4.50M |
 | RTX | 17K | $1.92M |
 | VZ | 17K | $302.76K |
 | STX | 17K | $1.28M |
 | WMT | 17K | $1.94M |
 | BX | 15K | $1.85M |
 | C | 14K | $1.51M |
Bank of America Corporation
BAC
Shares Held
49K
Value
$4.36M
NVIDIA Corporation
NVDA
Shares Held
38K
Value
$5.74M
Fidelity National Financial, Inc.
FNF
Shares Held
34K
Value
$1.69M
Apple Inc.
AAPL
Shares Held
28K
Value
$3.70M
Amazon.com, Inc.
AMZN
Shares Held
25K
Value
$3.43M
Solstice Advanced Materials Inc.
SOLS
Shares Held
24K
Value
$1.23M
Dell Technologies Inc.
DELL
Shares Held
24K
Value
$1.70M
Lam Research Corporation
LRCX
Shares Held
23K
Value
$1.09M
Broadcom Inc.
AVGO
Shares Held
23K
Value
$3.11M
Exxon Mobil Corporation
XOM
Shares Held
22K
Value
$249.05K
Tractor Supply Company
TSCO
Shares Held
21K
Value
$1.15M
Alphabet Inc.
GOOG
Shares Held
20K
Value
$2.29M
3M Company
MMM
Shares Held
19K
Value
$2.71M
AbbVie Inc.
ABBV
Shares Held
18K
Value
$4.50M
RTX Corporation
RTX
Shares Held
17K
Value
$1.92M
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$302.76K
Seagate Technology Holdings plc
STX
Shares Held
17K
Value
$1.28M
Walmart Inc.
WMT
Shares Held
17K
Value
$1.94M
Blackstone Inc.
BX
Shares Held
15K
Value
$1.85M
Citigroup Inc.
C
Shares Held
14K
Value
$1.51M