CWC Advisors, LLC.
Top Portfolio Positions
83 positions ·
$93,151,498 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
21,707 | $6,718,533 | 7.21% | |
| AAPL |
Apple Inc.
Technology
|
25,953 | $6,586,611 | 7.07% | |
| NVDA |
Nvidia Corp
Technology
|
31,506 | $5,494,646 | 5.90% | |
| GE |
General Electric Co
Industrials
|
11,359 | $3,223,343 | 3.46% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
11,309 | $3,129,200 | 3.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,297 | $3,057,322 | 3.28% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
11,672 | $2,916,949 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
7,726 | $2,859,933 | 3.07% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
3,042 | $2,573,501 | 2.76% | |
| PSX |
Phillips 66
Energy
|
13,041 | $2,375,809 | 2.55% |
Portfolio Trend
Holdings in HCKT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,970 | 16,216 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $302,733 | 15,422 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $315,927 | 16,619 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $421,972 | 16,600 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $472,545 | 16,172 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $375,951 | 12,238 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $327,639 | 12,472 | Shares | Sole | 2024-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||