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Portfolio (Quarterly) Guide ↗

ICW Investment Advisors LLC

· CIK 0001794820
13F Portfolio $286M AUM 144 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 144 New
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VB VANGUARD INDEX FDS 751.0 $228K 0.08% NEW $302.97 -1.0%
142 SDY SPDR SERIES TRUST 1,493.0 $227K 0.08% NEW $152.20 +3.1%
143 PWR QUANTA SVCS INC Industrials 307.0 $221K 0.08% NEW $720.84 -14.0%
144 INTC INTEL CORP Technology 1,552.0 $217K 0.08% NEW $139.63 -34.3%
Page 8 of 8  ·  144 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
Industrials 18.2%
Technology 16.0%
Consumer Cyclical 15.0%
Healthcare 14.4%
Consumer Defensive 13.3%
Financial Services 7.9%
Basic Materials 5.0%
Utilities 3.6%
Communication Services 3.0%
Energy 2.2%