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Portfolio (Quarterly) Guide ↗

AWM CAPITAL, LLC

· CIK 0001806820
13F Portfolio $1.2B AUM 122 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VGT VANGUARD WORLD FD 1,758.0 $210K 0.02% NEW $119.49 -0.9%
122 TXN TEXAS INSTRS INC Technology 692.0 $206K 0.02% NEW $297.86 -11.2%
Page 7 of 7  ·  122 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
Financial Services 37.6%
Technology 33.9%
Energy 7.7%
Communication Services 7.3%
Consumer Cyclical 6.7%
Consumer Defensive 2.8%
Industrials 2.2%
Healthcare 1.9%