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Portfolio (Quarterly) Guide ↗

BROADWATER CAPITAL MANAGEMENT LLC

· CIK 0002084339
13F Portfolio $138M AUM 208 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 208 New 19 Exited
Page 8 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSP INVESCO EXCHANGE TRADED FD T 71.0 $15K 0.01% NEW $212.77 +3.7%
142 XEL XCEL ENERGY INC Utilities 180.0 $14K 0.01% NEW $80.30 -4.8%
143 PDP INVESCO EXCHANGE TRADED FD T 95.0 $14K 0.01% NEW $151.73 -11.8%
144 TMP TOMPKINS FINL CORP Financial Services 150.0 $14K 0.01% NEW $94.52 +3.5%
145 V VISA INC Financial Services 40.0 $14K 0.01% NEW $343.10 +11.2%
146 GWW WW GRAINGER INC Industrials 10.0 $14K 0.01% NEW $1360.40 -4.0%
147 VTRS VIATRIS INC Healthcare 855.0 $14K 0.01% NEW $15.88 +2.9%
148 VTWO VANGUARD SCOTTSDALE FDS 110.0 $13K 0.01% NEW $121.42 -1.5%
149 SLP SIMULATIONS PLUS INC Healthcare 700.0 $13K 0.01% NEW $18.31 +0.4%
150 ADBE ADOBE INC Technology 62.0 $13K 0.01% NEW $205.02 +42.2%
151 USB US BANCORP Financial Services 209.0 $13K 0.01% NEW $60.40 +3.4%
152 WSO WATSCO INC Industrials 30.0 $13K 0.01% NEW $416.73 -25.4%
153 IWF ISHARES TR 100.0 $12K 0.01% NEW $124.17 -1.1%
154 KD KYNDRYL HLDGS INC Technology 1,037.0 $12K 0.01% NEW $11.31 +16.7%
155 CMCSA COMCAST CORP NEW Communication Services 448.0 $11K 0.01% NEW $24.55 +10.2%
156 WFC WELLS FARGO &CO Financial Services 133.0 $11K 0.01% NEW $82.64 +4.9%
157 AMT AMERICAN TOWER CORP Real Estate 66.0 $11K 0.01% NEW $163.58 +7.7%
158 SELF GLOBAL SELF STORAGE INC Real Estate 2,000.0 $10K 0.01% NEW $5.24 +4.8%
159 FISV FISERV INC Technology 200.0 $10K 0.01% NEW $49.05 +8.4%
160 FDX FEDEX CORP Industrials 30.0 $9K 0.01% NEW $313.13 +5.7%
Page 8 of 11  ·  208 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 30.3%
Healthcare 17.2%
Consumer Defensive 12.3%
Communication Services 9.9%
Industrials 9.0%
Utilities 6.1%
Consumer Cyclical 4.9%
Energy 4.5%
Basic Materials 2.6%
Financial Services 2.3%