HWG Holdings LP
Top Portfolio Positions
39 positions ·
$236,235,391 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CW |
Curtiss Wright Corp
Industrials
|
43,627 | $29,715,222 | 12.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
98,583 | $28,348,527 | 12.00% | |
| NVDA |
Nvidia Corp
Technology
|
133,206 | $23,231,126 | 9.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
53,518 | $15,742,854 | 6.66% | |
| ESLT |
Elbit Systems Ltd
Industrials
|
18,266 | $15,509,477 | 6.57% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
178,669 | $10,419,976 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
25,167 | $9,316,068 | 3.94% | |
| MLI |
Mueller Industries Inc
Industrials
|
76,732 | $8,501,905 | 3.60% | |
| AVGO |
Broadcom Inc.
Technology
|
22,037 | $6,820,671 | 2.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,417 | $6,394,091 | 2.71% |
Portfolio Trend
21 quarters · across all stocks
Holdings in CW
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,715,222 | 43,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,880,442 | 32,435 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $16,938,099 | 31,197 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $20,023,710 | 40,986 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,253,249 | 35,469 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,679,859 | 35,731 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $14,200,394 | 43,203 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,730,414 | 21,147 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 | $4,480,306 | 20,110 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,617,664 | 8,269 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $908,749 | 4,948 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $991,286 | 5,624 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $987,411 | 5,913 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $747,289 | 5,370 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $843,148 | 5,615 | Shares | Sole | 2022-04-26 | |
| No 13F history on record for this holder in this stock. | ||||||