IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nvwm, LLC

Q2 2025 Holdings

Filed 2025-08-06 | 904 holdings | $414.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Quanta Svcs Inc COM(PWR)COM74762E102$1.4M3,6490.3%
Msci Inc COM(MSCI)COM55354G100$1.4M2,4090.3%
Snowflake Inc CL A(SNOW)COM833445109$1.4M6,2300.3%
Danaher Corporation COM(DHR)COM235851102$1.4M7,0930.3%
Copart Inc COM(CPRT)COM217204106$1.4M28,6750.3%
ATI Inc COM(ATI)COM01741R102$1.4M16,3500.3%
Accenture PLC Ireland SHS Class A(ACN)COMG1151C101$1.4M4,7850.3%
Duke Energy Corp New COM New(DUK)COM26441C204$1.5M12,4590.4%
KLA Corp COM New(KLAC)COM482480100$1.5M1,6510.4%
Pepsico Inc COM(PEP)COM713448108$1.5M11,3220.4%
Synopsys Inc COM(SNPS)COM871607107$1.5M2,9830.4%
Cadence Design System Inc COM(CDNS)COM127387108$1.5M4,9640.4%
Sonoco Prods Co COM(SON)COM835495102$1.5M35,1560.4%
Nextera Energy Inc COM(NEE)COM65339F101$1.5M22,1900.4%
Datadog Inc CL A COM(DDOG)COM23804L103$1.6M11,8120.4%
Salesforce Inc COM(CRM)COM79466L302$1.6M6,1050.4%
Procter and Gamble Co COM(PG)COM742718109$1.7M10,4590.4%
Shopify Inc CL A SUB VTG SHS(SHOP)COM82509L107$1.7M14,6890.4%
Union PAC Corp COM(UNP)COM907818108$1.7M7,3790.4%
Mcdonalds Corp COM(MCD)COM580135101$1.8M6,1110.4%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$1.8M18,1390.4%
Verisk Analytics Inc COM(VRSK)COM92345Y106$1.8M5,8730.4%
Spdr Msci Eafe Strategicfactors ETF(QEFA)ETF78463X434$1.8M21,6610.4%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$1.9M2,3100.4%
T. Rowe Price Capital Appreciation Equity ETF(TCAF)ETF87283Q867$1.9M52,6730.4%
Robinhood Mkts Inc COM CL A(HOOD)COM770700102$1.9M20,2570.5%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$2.0M23,5350.5%
Abbott Labs COM(ABT)COM002824100$2.0M14,3610.5%
Waste Mgmt Inc del COM(WM)COM94106L109$2.0M8,5960.5%
Trane Technologies PLC SHS(TT)COMG8994E103$2.0M4,4970.5%
Mercadolibre Inc COM(MELI)COM58733R102$2.1M7980.5%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$2.1M48,1710.5%
Vanguard Total International Stock ETF(VXUS)ETF921909768$2.1M30,3990.5%
Zoetis Inc CL A(ZTS)COM98978V103$2.1M13,4700.5%
Crowdstrike Hldgs Inc CL A(CRWD)COM22788C105$2.1M4,1470.5%
TJX COS Inc New COM(TJX)COM872540109$2.1M17,3630.5%
Thermo Fisher Scientific Inc COM(TMO)COM883556102$2.2M5,3850.5%
Morgan Stanley COM New(MS)COM617446448$2.2M15,6070.5%
American WTR WKS Co Inc New COM(AWK)COM030420103$2.2M15,9350.5%
Starbucks Corp COM(SBUX)COM855244109$2.2M24,2160.5%
Harbor Commodity All-Weather Strategy ETF(HGER)ETF41151J505$2.2M91,7150.5%
Abbvie Inc COM(ABBV)COM00287Y109$2.3M12,4630.6%
Bank America Corp COM(BAC)COM060505104$2.4M50,0310.6%
Spotify Technology S A SHS(SPOT)COML8681T102$2.4M3,1100.6%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$2.5M47,7140.6%
GE Vernova Inc COM(GEV)COM36828A101$2.6M4,9430.6%
Ishares Gold Trust(IAU)ETF464285204$2.7M42,5860.6%
Vanguard Total Bond Market ETF(BND)ETF921937835$2.7M36,4130.6%
Uber Technologies Inc COM(UBER)COM90353T100$2.7M28,9520.7%
Vaneck Gold Miners ETF(GDX)ETF92189F106$2.7M52,3220.7%
PreviousPage 13 of 14Next