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Portfolio (Quarterly) Guide ↗

PFW Advisors LLC

· CIK 0001989744
13F Portfolio $343M AUM 124 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 26 Added 63 Reduced 7 Exited
Page 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHEL SHELL PLC Energy 2,637.0 $204K 0.06% -100.0 -3.6% $77.54 +17.2%
122 MU MICRON TECHNOLOGY INC Technology 177.0 $204K 0.06% NEW $1154.29 -19.2%
123 TJX TJX COS INC NEW Consumer Cyclical 1,341.0 $203K 0.06% -84.0 -5.9% $151.50 -10.8%
124 GRAB GRAB HOLDINGS LIMITED Technology 14,979.0 $56K 0.02% NEW $3.77 -4.2%
Page 7 of 7  ·  124 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
Consumer Defensive 25.5%
Basic Materials 20.5%
Technology 16.2%
Financial Services 10.7%
Healthcare 7.3%
Industrials 5.9%
Consumer Cyclical 5.9%
Utilities 3.8%
Communication Services 2.2%
Real Estate 1.8%