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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 12 of 39  ·  780 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CL COLGATE PALMOLIVE CO COM Consumer Defensive 802.0 $74K 0.01% NEW $91.68 -0.4%
222 PPL PPL CORP COM Utilities 2,005.0 $73K 0.01% NEW $36.35 -3.7%
223 CEG CONSTELLATION ENERGY CORP COM Utilities 291.0 $72K 0.01% NEW $248.37 +12.1%
224 PFE PFIZER INC COM Healthcare 2,948.0 $71K 0.01% NEW $24.07 +18.7%
225 KO COCA COLA CO COM Consumer Defensive 842.0 $68K 0.01% NEW $81.27 +12.8%
226 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 2,102.0 $66K 0.01% NEW $31.61 +11.9%
227 SH PROSHARES SHORT S&P500 2,000.0 $66K 0.01% NEW $33.02 -1.7%
228 EFX EQUIFAX INC COM Industrials 401.0 $64K 0.01% NEW $158.72 +20.9%
229 NEM NEWMONT CORP COM Basic Materials 643.0 $60K 0.01% NEW $93.40 +44.7%
230 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 3,737.0 $59K 0.01% NEW $15.88 +14.4%
231 MU MICRON TECHNOLOGY INC COM Technology 51.0 $59K 0.01% NEW $1154.29 -19.2%
232 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 605.0 $59K 0.01% NEW $96.95 +5.7%
233 GD GENERAL DYNAMICS CORP COM Industrials 165.0 $58K 0.01% NEW $354.24 +6.3%
234 AEP AMERICAN ELEC PWR CO INC COM Utilities 426.0 $58K 0.01% NEW $136.81 -10.3%
235 AEM AGNICO EAGLE MINES LTD COM Basic Materials 350.0 $54K 0.01% NEW $155.13 +44.5%
236 PFS PROVIDENT FINL SVCS INC COM Financial Services 2,172.0 $51K 0.01% NEW $23.64 -0.8%
237 QBTS D-WAVE QUANTUM INC COM Technology 2,125.0 $51K 0.01% NEW $23.99 -19.3%
238 CALF PACER US SMALL CAP CASH COWS ETF 1,000.0 $51K 0.01% NEW $50.61 +13.6%
239 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 430.0 $50K 0.01% NEW $117.28 +0.6%
240 UAL UNITED AIRLS HLDGS INC COM Industrials 369.0 $50K 0.01% NEW $135.99 -13.7%
Page 12 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%