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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 22 of 39  ·  780 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NFBK NORTHFIELD BANCORP INC DEL COM Financial Services 220.0 $3K 0.00% NEW $14.73 +3.9%
422 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 24.0 $3K 0.00% NEW $134.88 +1.9%
423 HAL HALLIBURTON CO COM Energy 95.0 $3K 0.00% NEW $33.95 +0.6%
424 MET METLIFE INC COM Financial Services 38.0 $3K 0.00% NEW $84.61 +12.6%
425 NSC NORFOLK SOUTHN CORP COM Industrials 10.0 $3K 0.00% NEW $314.60 +11.9%
426 SHAK SHAKE SHACK INC CL A Consumer Cyclical 56.0 $3K 0.00% NEW $56.02 +34.1%
427 NVS NOVARTIS AG SPONSORED ADR Healthcare 20.0 $3K 0.00% NEW $156.70 +1.7%
428 NTAP NETAPP INC COM Technology 20.0 $3K 0.00% NEW $154.75 +21.3%
429 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 8.0 $3K 0.00% NEW $386.75 +3.5%
430 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 65.0 $3K 0.00% NEW $47.52 +1.5%
431 ITW ILLINOIS TOOL WKS INC COM Industrials 11.0 $3K 0.00% NEW $270.45 +4.0%
432 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 53.0 $3K 0.00% NEW $56.04 +10.7%
433 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 16.0 $3K 0.00% NEW $183.12 +1.2%
434 SPG SIMON PPTY GROUP INC NEW COM Real Estate 13.0 $3K 0.00% NEW $223.62 -1.5%
435 WMB WILLIAMS COS INC COM Energy 39.0 $3K 0.00% NEW $74.33 -3.9%
436 ABSI ABSCI CORPORATION COM Healthcare 250.0 $3K 0.00% NEW $11.59 -18.5%
437 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 11.0 $3K 0.00% NEW $263.27 +37.7%
438 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 3.0 $3K 0.00% NEW $965.00 -15.1%
439 OKTA OKTA INC CL A Technology 21.0 $3K 0.00% NEW $136.43 -3.7%
440 CMPS COMPASS PATHWAYS PLC SPONSORED ADS Healthcare 202.0 $3K 0.00% NEW $14.15 +5.0%
Page 22 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%