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 KGS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,419,976 | 178,669 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $1,235,193 | 36,043 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,524,950 | 148,122 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,514,074 | 86,066 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $2,347,028 | 80,932 | Shares | Sole | 2024-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||