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Nvwm, LLC

Q2 2026 Holdings

Filed 2026-07-29 | 992 holdings | $496.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Grabagun Digital Hldgs Inc Common Stock(PEW)COM38387Q105$2281000.0%
LAS Vegas Sands Corp COM(LVS)COM517834107$23150.0%
Firstenergy Corp COM(FE)COM337932107$23850.0%
Cardinal Health Inc COM(CAH)COM14149Y108$23810.0%
Ishares Latin America 40 ETF(ILF)ETF464287390$23970.0%
Pattern Group Inc COM SER A(PTRN)COM70339W104$252100.0%
Ishares Msci South Africa ETF(EZA)ETF464286780$25840.0%
The Trade Desk Inc COM CL A(TTD)COM88339J105$271150.0%
American Airlines Group Inc COM(AAL)COM02376R102$271150.0%
Labcorp Holdings Inc COM SHS(LH)COM504922105$28010.0%
Huntington Ingalls Inds Inc COM(HII)COM446413106$28010.0%
Richtech Robotics Inc CL B(RR)COM765504105$2951400.0%
Global X Robotics & Artificial Intelligence ETF(BOTZ)ETF37954Y715$30480.0%
Fortive Corp COM(FTV)COM34959J108$30550.0%
Ball Corp COM(BALL)COM058498106$31250.0%
HP Inc COM(HPQ)COM40434L105$329150.0%
Hershey Co COM(HSY)COM427866108$35120.0%
Berkley W R Corp COM(WRB)COM084423102$35350.0%
Bio-Techne Corp COM(TECH)COM09073M104$35350.0%
Host Hotels & Resorts Inc COM(HST)REIT44107P104$356150.0%
Nextpower Inc Class A COM(NXT)COM65290E101$35730.0%
Cooper COS Inc COM(COO)COM216648501$35950.0%
Advanced Energy Inds COM(AEIS)COM007973100$37310.0%
Best BUY Inc COM(BBY)COM086516101$37950.0%
Ishares Msci Brazil Small-Cap ETF(EWZS)ETF464289131$380290.0%
Cybin Inc COM New(HELP)COM23256X407$390590.0%
Invesco LTD SHS(IVZ)COMG491BT108$396150.0%
Ralph Lauren Corp CL A(RL)COM751212101$40110.0%
Masco Corp COM(MAS)COM574599106$40750.0%
Ingersoll Rand Inc COM(IR)COM45687V106$41050.0%
Mastec Inc COM(MTZ)COM576323109$41610.0%
Godaddy Inc CL A(GDDY)COM380237107$42450.0%
Pool Corp COM(POOL)COM73278L105$43020.0%
Nucor Corp COM(NUE)COM670346105$44620.0%
Kratos Defense & SEC Solutions COM New(KTOS)COM50077B207$44990.0%
Repositrak Inc COM New(TRAK)COM700215304$450500.0%
Guardant Health Inc COM(GH)COM40131M109$45030.0%
Molina Healthcare Inc COM(MOH)COM60855R100$45720.0%
Insulet Corp COM(PODD)COM45784P101$45730.0%
Textron Inc COM(TXT)COM883203101$45950.0%
Vistra Corp COM(VST)COM92840M102$47630.0%
Costar Group Inc COM(CSGP)COM22160N109$482170.0%
Hormel Foods Corp COM(HRL)COM440452100$496200.0%
News Corp New CL A(NWSA)COM65249B109$497200.0%
Mccormick & Co Inc COM NON VTG(MKC)COM579780206$504100.0%
Kimco Realty Corp COM(KIM)REIT49446R109$507200.0%
Figs Inc CL A(FIGS)COM30260D103$512500.0%
Hubbell Inc COM(HUBB)COM443510607$52310.0%
Mosaic Co COM(MOS)COM61945C103$530250.0%
Rambus Inc del COM(RMBS)COM750917106$53140.0%
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