SEC Form 13F

MWA Asset Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$221,265,882
Positions129

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$11,280,62311,690
CATERPILLAR INCCATCOM$10,108,8139,493
LAM RESEARCH CORPLRCXCOM NEW$8,408,70819,405
DELL TECHNOLOGIES INCDELLCL C$8,388,87219,443
BROADCOM INCAVGOCOM$8,073,45121,372
APPLE INCAAPLCOM$7,977,98627,571
NVIDIA CORPORATIONNVDACOM$7,562,42437,795
ALPHABET INCGOOGCAP STK CL C$6,772,13919,167
UNITED RENTALS INCURICOM$6,348,6985,604
DEERE & CODECOM$5,969,3199,410

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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