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Portfolio (Quarterly) Guide ↗

FWL INVESTMENT MANAGEMENT, LLC

· CIK 0001829231
13F Portfolio $545M AUM 501 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 501 New
Page 15 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QUBT QUANTUM COMPUTING INC COM Technology 1,500.0 $15K 0.00% NEW $9.70 -15.1%
282 C CITIGROUP INC COM NEW Financial Services 103.0 $14K 0.00% NEW $139.96 -5.9%
283 CW CURTISS WRIGHT CORP COM Industrials 19.0 $14K 0.00% NEW $757.74 -18.8%
284 NVS NOVARTIS AG SPONSORED ADR Healthcare 90.0 $14K 0.00% NEW $156.72 +0.8%
285 CEG CONSTELLATION ENERGY CORP COM Utilities 56.0 $14K 0.00% NEW $248.38 +10.1%
286 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 265.0 $14K 0.00% NEW $52.41 -0.5%
287 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 173.0 $14K 0.00% NEW $79.97 -0.3%
288 SAN BANCO SANTANDER SA ADR Financial Services 971.0 $13K 0.00% NEW $13.80 +6.7%
289 MRSH MARSH & MCLENNAN COS INC COM Financial Services 80.0 $13K 0.00% NEW $166.68 +16.8%
290 IWV ISHARES RUSSELL 3000 ETF 30.0 $13K 0.00% NEW $426.40 +2.0%
291 QBTS D-WAVE QUANTUM INC COM Technology 525.0 $13K 0.00% NEW $23.99 -22.1%
292 VO VANGUARD MID-CAP ETF 152.0 $12K 0.00% NEW $80.57 +2.8%
293 JPMORGAN ULTRA-SHORT INCOME ETF 232.0 $12K 0.00% NEW $50.57
294 VWO VANGUARD FTSE EMERGING MARKETS ETF 195.0 $12K 0.00% NEW $59.70 +0.4%
295 INTC INTEL CORP COM Technology 83.0 $12K 0.00% NEW $139.63 -37.5%
296 DG DOLLAR GEN CORP COM Consumer Defensive 100.0 $12K 0.00% NEW $115.11 +8.9%
297 SONY SONY GROUP CORP SPONSORED ADR Technology 571.0 $11K 0.00% NEW $20.06 +20.9%
298 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 213.0 $11K 0.00% NEW $52.65 +5.6%
299 HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 281.0 $11K 0.00% NEW $39.15 -1.3%
300 LOW LOWES COS INC COM Consumer Cyclical 48.0 $11K 0.00% NEW $222.10 -2.3%
Page 15 of 26  ·  501 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 33.5%
Energy 20.6%
Financial Services 14.9%
Industrials 11.2%
Healthcare 7.8%
Consumer Cyclical 3.7%
Real Estate 3.4%
Consumer Defensive 2.4%
Utilities 1.0%
Communication Services 0.9%