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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 19 of 39  ·  780 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 60.0 $5K 0.00% NEW $89.43 +5.2%
362 TXN TEXAS INSTRS INC COM Technology 18.0 $5K 0.00% NEW $298.06 -13.0%
363 TGT TARGET CORP COM Consumer Defensive 41.0 $5K 0.00% NEW $130.34 +25.6%
364 STRATA CRITICAL MEDICAL INC CL A COM 1,000.0 $5K 0.00% NEW $5.27
365 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 35.0 $5K 0.00% NEW $147.54 -3.7%
366 DHR DANAHER CORP DEL COM Healthcare 27.0 $5K 0.00% NEW $190.56 +12.9%
367 CMI CUMMINS INC COM Industrials 7.0 $5K 0.00% NEW $713.14 -19.8%
368 BITWISE CRYPTO INDUSTRY INNOVATORS ETF 200.0 $5K 0.00% NEW $24.50
369 CAVA CAVA GROUP INC COM Consumer Cyclical 62.0 $5K 0.00% NEW $78.48 -9.5%
370 TFC TRUIST FINL CORP COM Financial Services 97.0 $5K 0.00% NEW $49.81 +1.1%
371 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 15.0 $5K 0.00% NEW $317.53 -7.8%
372 ACHR ARCHER AVIATION INC COM CL A Industrials 1,000.0 $5K 0.00% NEW $4.73 +26.8%
373 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 21.0 $5K 0.00% NEW $223.95 +26.1%
374 VOT VANGUARD MID-CAP GROWTH ETF 15.0 $5K 0.00% NEW $306.33 -0.8%
375 FORTINET INC COM 29.0 $4K 0.00% NEW $153.62
376 BSX BOSTON SCIENTIFIC CORP COM Healthcare 103.0 $4K 0.00% NEW $42.68 +16.7%
377 HTUS CAPITOL SERIES TRUST - HULL TACTICAL US ETF 100.0 $4K 0.00% NEW $43.85 +4.0%
378 PGR PROGRESSIVE CORP COM Financial Services 20.0 $4K 0.00% NEW $218.45 +1.3%
379 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 76.0 $4K 0.00% NEW $56.16 +4.3%
380 EQIX EQUINIX INC COM Real Estate 4.0 $4K 0.00% NEW $1042.50 +3.8%
Page 19 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%