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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 38 of 39  ·  780 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FEDEX FGHT HLDG CO INC COMMON STOCK 1.0 $151.0 NEW $151.00
742 NRG NRG ENERGY INC COM NEW Utilities 1.0 $146.0 NEW $146.00 -23.4%
743 TPR TAPESTRY INC COM Consumer Cyclical 1.0 $146.0 NEW $146.00 -9.5%
744 EWM ISHARES MSCI MALAYSIA ETF 5.0 $138.0 NEW $27.60 +3.6%
745 GRAL GRAIL INC COM Healthcare 2.0 $137.0 NEW $68.50 +11.8%
746 J JACOBS SOLUTIONS INC COM Industrials 1.0 $126.0 NEW $126.00 +20.3%
747 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 14.0 $108.0 NEW $7.71 +20.6%
748 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 10.0 $99.0 NEW $9.90 +4.5%
749 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 1.0 $89.0 NEW $89.00 -37.8%
750 COCRYSTAL PHARMA INC COM NEW 84.0 $88.0 NEW $1.05
751 IZOTROPIC CORP COM 500.0 $85.0 NEW $0.17
752 SOLV SOLVENTUM CORP COM SHS Healthcare 1.0 $77.0 NEW $77.00 +18.5%
753 BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK 5.0 $52.0 NEW $10.40
754 AMC ENTMT HLDGS INC CL A NEW 21.0 $40.0 NEW $1.90
755 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 5.0 $38.0 NEW $7.60 -25.4%
756 TEMPO AUTOMATION HOLDINGS INC COM 1,000.0 $19.0 NEW $0.02
757 METCB RAMACO RES INC COM CL B 2.0 $17.0 NEW $8.50
758 CANOPY GROWTH CORPORATION COM NEW 10.0 $10.0 NEW $1.00
759 NANO MOBILE HEALTHCARE INC COM NEW 15,000.0 $3.0 NEW $0.00
760 SDEV NOVABAY PHARMACEUTICALS INC COM SHS Healthcare 1.0 $1.0 NEW $1.00 +12.0%
Page 38 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%