1900 WEALTH MANAGEMENT LLC
Top Portfolio Positions
132 positions ·
$166,692,052 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
30,430 | $14,582,056 | 8.75% | |
| IDCC |
InterDigital, Inc.
Technology
|
45,029 | $13,598,758 | 8.16% | |
| AAPL |
Apple Inc.
Technology
|
36,594 | $9,287,191 | 5.57% | |
| TPL |
Texas Pacific Land Corp
Energy
|
17,440 | $8,276,326 | 4.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,725 | $6,974,896 | 4.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
40,694 | $6,904,144 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
14,838 | $5,492,582 | 3.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,020 | $5,419,185 | 3.25% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
18,272 | $4,761,317 | 2.86% | |
| ET |
Energy Transfer LP
Energy
|
206,401 | $3,983,539 | 2.39% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,176 | 18,272 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $404,724 | 18,272 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $399,425 | 18,272 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $402,714 | 18,272 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $407,831 | 18,272 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $398,695 | 18,272 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $462,098 | 18,272 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $476,716 | 18,272 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $456,069 | 18,272 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $433,046 | 18,272 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $418,428 | 18,272 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $360,323 | 18,272 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $324,876 | 18,272 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $312,451 | 18,272 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $309,527 | 18,272 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $336,570 | 18,272 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $433,594 | 18,272 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $461,916 | 18,272 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $460,088 | 18,272 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $424,458 | 18,272 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $404,907 | 18,272 | Shares | Sole | 2021-04-26 | |
| No 13F history on record for this holder in this stock. | ||||||