IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nvwm, LLC

Q2 2021 Holdings

Filed 2021-08-04 | 686 holdings | $20.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Rockwell Automation Inc COM(ROK)COM773903109$7582,6520.0%
Nutrien LTD COM(NTR)COM67077M108$76412,5850.0%
YUM China Hldgs Inc COM(YUMC)COM98850P109$76511,5450.0%
Keycorp COM(KEY)COM493267108$76537,0290.0%
Booking Holdings Inc COM(BKNG)COM09857L108$7683510.0%
Ishares S&P 100 ETF(OEF)ETF464287101$7773,9600.0%
Deere & Co COM(DE)COM244199105$7782,2060.0%
Solaredge Technologies Inc COM(SEDG)COM83417M104$7902,8600.0%
Oshkosh Corp COM(OSK)COM688239201$7996,4140.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$80514,9420.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$8165,5270.0%
Spdr S&P Oil & Gas Exploration & Production ETF(XOP)ETF78468R556$8248,5230.0%
Delta AIR Lines Inc del COM New(DAL)COM247361702$82519,0810.0%
Inmode LTD SHS(INMD)COMM5425M103$8308,7640.0%
Zebra Technologies Corporation CL A(ZBRA)COM989207105$8331,5750.0%
Truist Finl Corp COM(TFC)COM89832Q109$84415,2130.0%
Under Armour Inc CL C(UA)COM904311206$85245,8650.0%
Ansys Inc COM(AKX)COM03662Q105$8562,4650.0%
Azek Co Inc CL A(AZEK)COM05478C105$88920,9460.0%
Duke Energy Corp New COM New(DUK)COM26441C204$8909,0120.0%
Edwards Lifesciences Corp COM(EW)COM28176E108$8928,6130.0%
Goldman Sachs Group Inc COM(GS)COM38141G104$8942,3540.0%
Shake Shack Inc CL A(SHAK)COM819047101$8958,3670.0%
Lauder Estee COS Inc CL A(EL)COM518439104$8992,8280.0%
Spdr S&P Biotech ETF(XBI)ETF78464A870$9016,6510.0%
Intel Corp COM(INTC)COM458140100$90916,1920.0%
Guardant Health Inc COM(GH)COM40131M109$9187,3870.0%
Humana Inc COM(HUM)COM444859102$9192,0760.0%
Docusign Inc COM(DOCU)COM256163106$9193,2880.0%
United Parcel Service Inc CL B(UPS)COM911312106$9224,4330.0%
Viacomcbs Inc CL B(0VVB)COM92556H206$93320,5400.0%
Freeport-Mcmoran Inc CL B(FCX)COM35671D857$95425,7040.0%
Whirlpool Corp COM(WHR)COM963320106$9574,3910.0%
TJX COS Inc New COM(TJX)COM872540109$96814,3720.0%
Synopsys Inc COM(SNPS)COM871607107$9793,5510.0%
Yelp Inc CL A(YELP)COM985817105$97924,4910.0%
Dupont de Nemours Inc COM(DD)COM26614N102$97912,6390.0%
T-Mobile US Inc COM(TMUS)COM872590104$9796,7640.0%
Westrock Co COM(WRKUSD)COM96145D105$99818,7520.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$1.0K8,0200.0%
Ishares Msci Brazil ETF(EWZ)ETF464286400$1.0K24,9390.0%
Jd.com Inc Spon ADR CL A(JD)ADR47215P106$1.0K12,7530.0%
Zscaler Inc COM(ZS)COM98980G102$1.0K4,7460.0%
Procter and Gamble Co COM(PG)COM742718109$1.0K7,6750.0%
Lilly ELI & Co COM(LLY)COM532457108$1.0K4,5510.0%
Qualcomm Inc COM(QCOM)COM747525103$1.1K7,3670.0%
Johnson & Johnson COM(JNJ)COM478160104$1.1K6,5020.0%
Ishares Msci Taiwan ETF(EWT)ETF46434G772$1.1K16,8840.0%
Servicenow Inc COM(NOW)COM81762P102$1.1K1,9650.0%
Vaneck Vectors Vietnam ETF(VNM)ETF92189F817$1.1K52,2330.0%
PreviousPage 7 of 10Next