FWG Investments, LLC.

CIK

1944877

Location

LEXINGTON, KY

Portfolio Value

Micro $4,270,901

Diversification

Diversified

Filing Date

Global Rank

#8,090 / 8,578 ▲ 101

Top Industry

Consumer Electronics 20.8%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

9 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+38.2%

SPY

+55.8%

Annualised alpha

-6.1%

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, 2025

Top 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	Positions
Technology	41.9%	$4,270,901	5
Unclassified	14.8%	$1,506,907	2
Consumer Cyclical	12.4%	$1,266,475	3
Financial Services	7.0%	$708,530	2
Healthcare	6.7%	$683,292	2
Industrials	6.0%	$608,974	2
Consumer Defensive	5.8%	$587,844	1
Communication Services	3.1%	$314,015	1
Basic Materials	2.4%	$240,480	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
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

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−672	4,730	$587,844
SHOP	Shopify Inc.	−458	1,895	$224,784
TSLA	Tesla, Inc.	−61	1,092	$405,951
SPY	Spdr S&P 500 ETF Trust	−40	819	$532,628
PGR	Progressive Corp/Oh/	−1	1,424	$282,293
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FIX	Comfort Systems USA Inc	231	$318,546
ETN	Eaton Corp plc	812	$290,428
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	5,034	$429,752
IDXX	Idexx Laboratories Inc /De	320	$216,489
SPGI	S&P Global Inc.	385	$201,197
PSEC	Prospect Capital Corp	14,913	$38,624
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $4,270,901 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	7,124	+607	$1,807,999	+2.0%	42.33%
NVDA	Nvidia Corp Technology	Added	5,158	+435	$899,555	+2.1%	21.06%
MSFT	Microsoft Corp Technology	Added	2,147	+323	$794,754	−9.9%	18.61%
AVGO	Broadcom Inc. Technology	Added	1,757	+629	$543,809	+39.3%	12.73%
SHOP	Shopify Inc. Technology	Reduced	1,895	-458	$224,784	−40.7%	5.26%