FWL INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
211 positions ·
$315,025,179 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LNG |
Cheniere Energy, Inc.
Energy
|
96,915 | $27,500,600 | 8.73% | |
| NVDA |
Nvidia Corp
Technology
|
114,911 | $20,040,478 | 6.36% | |
| WMB |
Williams Companies, Inc.
Energy
|
261,577 | $19,037,574 | 6.04% | |
| MDT |
Medtronic plc
Healthcare
|
206,090 | $17,857,698 | 5.67% | |
| GLD |
Spdr Gold Trust
|
39,321 | $16,919,433 | 5.37% | |
| ETR |
Entergy Corp /De/
Utilities
|
142,000 | $15,955,120 | 5.06% | |
| MU |
Micron Technology Inc
Technology
|
42,810 | $14,462,930 | 4.59% | |
| CCJ |
Cameco Corp
Energy
|
129,651 | $14,081,395 | 4.47% | |
| MSFT |
Microsoft Corp
Technology
|
37,022 | $13,704,433 | 4.35% | |
| LSTR |
Landstar System Inc
Industrials
|
82,399 | $13,209,383 | 4.19% |
Portfolio Trend
Holdings in IFN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,245 | 110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,508 | 110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,318 | 90 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,900 | 115 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,813 | 115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,811 | 115 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,567 | 135 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,411 | 135 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||