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Portfolio (Quarterly) Guide ↗

NVWM, LLC

· CIK 0001697274
13F Portfolio $496M AUM 992 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 780 New
Page 17 of 39  ·  780 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EVC ENTRAVISION COMMUNICATIONS CP CL A Communication Services 700.0 $9K 0.00% NEW $13.04 -37.8%
322 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 105.0 $9K 0.00% NEW $86.09 +17.3%
323 GLW CORNING INC COM Technology 35.0 $9K 0.00% NEW $255.43 -43.0%
324 JOBY JOBY AVIATION INC COMMON STOCK Industrials 1,000.0 $9K 0.00% NEW $8.92 -19.4%
325 LIN LINDE PLC SHS Basic Materials 17.0 $9K 0.00% NEW $518.94 -5.6%
326 PRU PRUDENTIAL FINL INC COM Financial Services 81.0 $9K 0.00% NEW $107.93 +13.7%
327 OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND 150.0 $9K 0.00% NEW $57.67 -0.4%
328 ZM ZOOM COMMUNICATIONS INC CL A Technology 100.0 $9K 0.00% NEW $86.31 +21.5%
329 FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST Financial Services 150.0 $8K 0.00% NEW $56.44 +2.1%
330 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 100.0 $8K 0.00% NEW $83.31 +16.6%
331 SMTC SEMTECH CORP COM Technology 50.0 $8K 0.00% NEW $161.86 -25.3%
332 XHR XENIA HOTELS & RESORTS INC COM Real Estate 387.0 $8K 0.00% NEW $20.36 -3.4%
333 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 168.0 $8K 0.00% NEW $44.81
334 NASSAU COS NEW YORK 7.45 QUIBS 2032 400.0 $7K 0.00% NEW $18.69
335 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 176.0 $7K 0.00% NEW $41.48 -0.4%
336 EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 443.0 $7K 0.00% NEW $16.48 +0.8%
337 DEMANT A/S SHS 169.0 $7K 0.00% NEW $41.02
338 CG CARLYLE GROUP INC COM Financial Services 160.0 $7K 0.00% NEW $42.17 +16.5%
339 VKTX VIKING THERAPEUTICS INC COM Healthcare 165.0 $6K 0.00% NEW $39.01 -14.8%
340 SA SEABRIDGE GOLD INC COM Basic Materials 250.0 $6K 0.00% NEW $25.74 +28.3%
Page 17 of 39  ·  780 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.7%
Financial Services 14.5%
Industrials 9.6%
Consumer Cyclical 9.5%
Communication Services 8.7%
Healthcare 6.4%
Utilities 3.9%
Consumer Defensive 3.5%
Energy 2.4%
Basic Materials 1.6%