FWG Investments, LLC.
Filing Date
Global Rank
#7,745
/ 8,232
▲ 216
Top Industry
Consumer Electronics
20.8%
3Y Alpha vs SPY
-5.6%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
9 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+36.7%
SPY
+52.9%
Annualised alpha
-5.6%
Max drawdown
−19.0%
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
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.7%
+0.3 pts
Top 5
50.1%
+0.4 pts
Top 10
74.6%
+0.7 pts
HHI
779
Diversified+20
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.9% | $4,270,901 |
| Unclassified | 14.8% | $1,506,907 |
| Consumer Cyclical | 12.4% | $1,266,475 |
| Financial Services | 7.0% | $708,530 |
| Healthcare | 6.7% | $683,292 |
| Industrials | 6.0% | $608,974 |
| Consumer Defensive | 5.8% | $587,844 |
| Communication Services | 3.1% | $314,015 |
| Basic Materials | 2.4% | $240,480 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +696 | 3,009 | $626,684 | |
| MRK | Merck & Co., Inc. | +651 | 3,169 | $381,199 | |
| JPM | Jpmorgan Chase & Co | +637 | 1,449 | $426,237 | |
| AVGO | Broadcom Inc. | +629 | 1,757 | $543,809 | |
| AAPL | Apple Inc. | +607 | 7,124 | $1,807,999 | |
| NVDA | Nvidia Corp | +435 | 5,158 | $899,555 | |
| GOOGL | Alphabet Inc. | +347 | 1,092 | $314,015 | |
| MSFT | Microsoft Corp | +323 | 2,147 | $794,754 | |
| QQQ | Invesco Qqq Trust, Series 1 | +200 | 1,688 | $974,279 | |
| ABBV | AbbVie Inc. | +141 | 1,389 | $302,093 | |
| HD | Home Depot, Inc. | +74 | 711 | $233,840 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
19 positions ·
$10,187,418 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 7,124 | $1,807,999 | 17.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,688 | $974,279 | 9.56% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,158 | $899,555 | 8.83% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,147 | $794,754 | 7.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,009 | $626,684 | 6.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,730 | $587,844 | 5.77% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,757 | $543,809 | 5.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 819 | $532,628 | 5.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,449 | $426,237 | 4.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,092 | $405,951 | 3.98% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,169 | $381,199 | 3.74% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
NEW | 231 | $318,546 | 3.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,092 | $314,015 | 3.08% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,389 | $302,093 | 2.97% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 812 | $290,428 | 2.85% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 1,424 | $282,293 | 2.77% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Held | 1,336 | $240,480 | 2.36% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 711 | $233,840 | 2.30% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 1,895 | $224,784 | 2.21% |