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Equibles

NVWM, LLC

Location
YARDLEY, PA
Portfolio Value
Micro $5,229,574
Diversification
Diversified
Filing Date
Global Rank
#3,403 / 8,578 ▼ 14
Top Industry
Semiconductors 10.8%
3Y Alpha vs SPY
-2.4%
Period ended 3 months ago
Filed Apr 27, 2026 · 50d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+67.8%
SPY
+78.1%
Annualised alpha
-2.4%
Max drawdown
−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

566 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.2%
+0.3 pts
Top 5
24.6%
+0.3 pts
Top 10
36.8%
−1.0 pts
HHI
206
Jun 2023 → Mar 2026 · range 182 – 208
Diversified−2

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.0% $102,983,487
Financial Services 11.4% $34,564,267
Consumer Cyclical 11.1% $33,610,181
Industrials 10.3% $31,164,580
Communication Services 9.1% $27,613,684
Healthcare 7.3% $22,071,129
Unclassified 5.4% $16,218,729
Consumer Defensive 4.1% $12,284,469
Utilities 2.5% $7,477,848
Energy 2.0% $5,984,133
Basic Materials 1.7% $5,229,574
Real Estate 1.2% $3,664,500

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
SOFI +27,334 27,934 $443,591
IBN +17,377 31,519 $816,341
FCX +16,578 16,645 $978,392
CVX +16,489 23,754 $4,914,702
AAPL +12,320 74,520 $18,912,430
APH +11,146 11,191 $1,413,982
MP +10,108 10,267 $495,485
NKE +9,715 24,507 $1,294,458
NVDA +5,377 84,681 $14,768,366
PLTR +4,172 11,921 $1,743,803
GE +3,942 3,984 $1,130,539
PANW +3,612 23,299 $3,735,294
GOOGL +3,456 39,986 $11,498,373
PNC +3,251 3,384 $704,175
LMT +2,894 2,898 $1,751,521
LOW +2,524 2,575 $608,420
NFLX +2,239 56,088 $5,392,861
AVGO +2,148 25,138 $7,780,462
CDNS +1,930 9,993 $2,776,754
COF +1,924 1,958 $357,197
AMZN +1,381 68,147 $14,192,975
SHOP +1,194 11,846 $1,405,171
MSFT +1,155 40,708 $15,068,880
PRIM +1,032 4,393 $628,374
JOBY +1,000 2,000 $16,520

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
PFE −25,055 2,925 $82,133
IAU −15,312 29,871 $2,633,427
SPY −14,724 2,756 $1,792,337
DELL −12,891 9,054 $1,486,032
DDOG −11,562 93 $10,978
IBIT −11,211 972 $37,344
AWK −8,171 12 $1,633
GBTC −7,781 228 $12,029
UBER −6,953 22,143 $1,592,745
PSTL −6,197 40,736 $756,059
LRCX −5,259 8,522 $1,820,809
NOW −5,134 90 $9,409
SON −4,797 29,869 $1,615,614
ETN −4,721 5,816 $2,080,208
WSM −4,484 501 $91,347
TMUS −2,599 34 $7,141
MSCI −2,562 8 $4,312
ORCL −1,953 9,062 $1,333,110
WMT −1,561 29,708 $3,692,109
AMAT −1,522 15,301 $5,229,728
HD −1,522 6,987 $2,297,954
V −1,512 12,577 $3,801,272
TT −1,477 2,775 $1,156,452
BRK-B −1,292 9,149 $4,384,200
QQQ −1,062 220 $126,978

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
CYTK 9,217 $607,491
AFRM 2,141 $98,099
FXY 150 $8,682
DFTX 416 $7,862
WAT 23 $6,849
AAOI 40 $3,383
IBRX 393 $3,014
VSNT 80 $2,961
ROP 7 $2,477
EVTL 1,000 $2,210
MANE 35 $2,210
ET 80 $1,544
SLV 20 $1,362
POOL 5 $1,011
TRMB 15 $978
VIR 100 $896
CDE 45 $844
PTC 5 $712
CCJ 6 $651
CDW 5 $605
GDDY 5 $413
BLDR 5 $411
MTZ 1 $321
FTV 5 $276
MOH 2 $266

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
FXE 1,425 $154,554
FXF 1,384 $154,454
RBRK 1,646 $125,885
LOAR 1,123 $76,364
EXAS 658 $66,826
JEF 500 $30,985
GIS 34 $1,581
PLAB 30 $960
HRL 35 $829
SLS 201 $757
BXP 10 $674
DTE 5 $644
CRH 5 $624
FIS 8 $531
CLX 5 $504
SBAC 2 $386
WRB 5 $350
ERIE 1 $286
VICI 10 $281
ESS 1 $261
NWSA 10 $261
GPC 2 $245
TEL 1 $227
HPQ 10 $222
AES 15 $215

Portfolio Positions

Export CSV View 13F filing
27 positions · $5,229,574 total · Basic Materials only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
AEM
Agnico Eagle Mines Ltd
Basic Materials 		8,432 $1,711,526 32.73%
MLM
Martin Marietta Materials Inc
Basic Materials 		1,789 $1,053,148 20.14%
FCX
Freeport-Mcmoran Inc
Basic Materials 		16,645 $978,392 18.71%
VMC
Vulcan Materials CO
Basic Materials 		3,312 $901,857 17.25%
MP
MP Materials Corp. / DE
Basic Materials 		10,267 $495,485 9.47%
EMN
Eastman Chemical Co
Basic Materials 		364 $27,780 0.53%
NAK
Northern Dynasty Minerals Ltd
Basic Materials 		10,000 $14,000 0.27%
JHX
James Hardie Industries plc
Basic Materials 		450 $8,523 0.16%
LIN
Linde PLC
Basic Materials 		15 $7,436 0.14%
NEM
NEWMONT Corp /DE/
Basic Materials 		40 $4,330 0.08%
ELVR
Elevra Lithium Ltd
Basic Materials 		60 $3,534 0.07%
DOW
Dow Inc.
Basic Materials 		72 $2,998 0.06%
SHW
Sherwin Williams Co
Basic Materials 		9 $2,884 0.06%
UAMY
United States Antimony Corp
Basic Materials 		300 $2,619 0.05%
METC
Ramaco Resources, Inc.
Basic Materials 		164 $2,535 0.05%
ECL
Ecolab Inc.
Basic Materials 		8 $2,128 0.04%
APD
Air Products & Chemicals, Inc.
Basic Materials 		7 $2,033 0.04%
CTVA
Corteva, Inc.
Basic Materials 		24 $2,009 0.04%
LYB
LyondellBasell Industries N.V.
Basic Materials 		20 $1,611 0.03%
DD
DuPont de Nemours, Inc.
Basic Materials 		30 $1,374 0.03%
ALB
Albemarle Corp
Basic Materials 		5 $897 0.02%
CDE
Coeur Mining, Inc.
Basic Materials 		45 $844 0.02%
IFF
International Flavors & Fragrances Inc
Basic Materials 		10 $725 0.01%
PPG
Ppg Industries Inc
Basic Materials 		5 $534 0.01%
NUE
Nucor Corp
Basic Materials 		1 $169 0.00%
MOS
Mosaic Co
Basic Materials 		5 $127 0.00%
SOLS
Solstice Advanced Materials Inc.
Basic Materials 		1 $76 0.00%

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