FWL INVESTMENT MANAGEMENT, LLC: 13F holdings
CIK 18292312026Q2
| Positions | 501 |
|---|
| Reported value | $544.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 501 (+155 vs prior quarter) |
|---|
| Reported value | $544.7m (+19.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC COM | 27,995 | $32.3m | 5.9% |
| AMLP ALERIAN MLP ETF | 503,526 | $26.1m | 4.8% |
| GOOG ALPHABET INC CAP STK CL C | 73,774 | $26.1m | 4.8% |
| BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 283,610 | $26.0m | 4.8% |
| LNG CHENIERE ENERGY INC COM NEW | 107,188 | $25.6m | 4.7% |
| NVDA NVIDIA CORPORATION COM | 127,674 | $25.5m | 4.7% |
| WMB WILLIAMS COS INC COM | 266,950 | $19.8m | 3.6% |
| LLY ELI LILLY & CO COM | 15,864 | $19.0m | 3.5% |
| LSTR LANDSTAR SYS INC COM | 85,567 | $17.7m | 3.2% |
| ETR ENTERGY CORP NEW COM | 146,976 | $16.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1829231")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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