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Portfolio (Quarterly) Guide ↗

EWA, LLC

· CIK 0001835252
13F Portfolio $548M AUM 332 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 332 New
Page 15 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SEZL SEZZLE INC Financial Services 1,286.0 $221K 0.04% NEW $171.63 -31.2%
282 SO SOUTHERN CO Utilities 2,294.0 $220K 0.04% NEW $95.70 -3.7%
283 BN BROOKFIELD CORP Financial Services 5,142.0 $219K 0.04% NEW $42.59 -1.0%
284 VBIL VANGUARD INSTL INDEX FD 2,889.0 $219K 0.04% NEW $75.67 -0.1%
285 USB US BANCORP Financial Services 3,602.0 $218K 0.04% NEW $60.41 +7.2%
286 VRT VERTIV HOLDINGS CO Industrials 648.0 $217K 0.04% NEW $335.00 -18.7%
287 SYSB ISHARES TR 2,446.0 $217K 0.04% NEW $88.71 -1.8%
288 SPOT SPOTIFY TECHNOLOGY S A Communication Services 471.0 $216K 0.04% NEW $459.13 +13.7%
289 BEKE KE HLDGS INC Real Estate 14,875.0 $216K 0.04% NEW $14.53 +16.5%
290 BLACKROCK ETF TRUST II 4,312.0 $215K 0.04% NEW $49.80
291 ECL ECOLAB INC Basic Materials 770.0 $214K 0.04% NEW $278.51 +0.9%
292 BSX BOSTON SCIENTIFIC CORP Healthcare 4,979.0 $213K 0.04% NEW $42.68 +20.4%
293 NEE NEXTERA ENERGY INC Utilities 2,416.0 $212K 0.04% NEW $87.77 -1.4%
294 SBUX STARBUCKS CORP Consumer Cyclical 2,062.0 $211K 0.04% NEW $102.17 +5.0%
295 DLR DIGITAL RLTY TR INC Real Estate 1,167.0 $210K 0.04% NEW $179.63 +9.3%
296 EWY ISHARES INC 1,037.0 $209K 0.04% NEW $201.90 -15.4%
297 SCHW SCHWAB CHARLES CORP Financial Services 2,256.0 $208K 0.04% NEW $92.25 +21.0%
298 IDXX IDEXX LABS INC Healthcare 395.0 $208K 0.04% NEW $526.44 +6.0%
299 FDN FIRST TR EXCHANGE-TRADED FD 784.0 $208K 0.04% NEW $264.72 +7.7%
300 KKR KKR & CO INC Financial Services 2,256.0 $207K 0.04% NEW $91.79 +17.5%
Page 15 of 17  ·  332 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 45.7%
Financial Services 15.2%
Communication Services 9.1%
Consumer Cyclical 8.2%
Industrials 6.7%
Healthcare 5.9%
Consumer Defensive 3.2%
Energy 2.2%
Basic Materials 1.5%
Utilities 1.4%