MWA Asset Management — 13F holdings

MWA Asset Management reported 129 holdings worth $221M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. STX SEAGATE TECHNOLOGY HLDNGS PL — $11.3M (5.1%)
2. CAT CATERPILLAR INC — $10.1M (4.6%)
3. LRCX LAM RESEARCH CORP — $8.41M (3.8%)
4. DELL Dell Technologies Inc — $8.39M (3.8%)
5. AVGO BROADCOM INC — $8.07M (3.6%)
6. AAPL APPLE INC — $7.98M (3.6%)
7. NVDA NVIDIA CORPORATION — $7.56M (3.4%)
8. GOOG ALPHABET INC — $6.77M (3.1%)
9. URI UNITED RENTALS INC — $6.35M (2.9%)
10. DE DEERE & CO — $5.97M (2.7%)