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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 4 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 10,676.0 $1.2M 0.22% NEW $113.26 +2.1%
62 V VISA INC Financial Services 3,523.0 $1.2M 0.22% NEW $343.05 +6.6%
63 KLAC KLA CORP Technology 3,874.0 $1.2M 0.21% NEW $301.72 -35.9%
64 INTC INTEL CORP Technology 8,236.0 $1.1M 0.21% NEW $139.63 -31.3%
65 JNJ JOHNSON & JOHNSON Healthcare 4,511.0 $1.1M 0.21% NEW $253.99 +6.5%
66 XOM EXXON MOBIL CORP Energy 8,228.0 $1.1M 0.20% NEW $136.72 +20.8%
67 DELL DELL TECHNOLOGIES INC Technology 2,605.0 $1.1M 0.20% NEW $431.50 +8.5%
68 OEF ISHARES TR 3,067.0 $1.1M 0.20% NEW $365.84 +3.6%
69 PANW PALO ALTO NETWORKS INC Technology 3,214.0 $1.1M 0.20% NEW $341.06 +9.6%
70 APH AMPHENOL CORP Technology 6,052.0 $1.1M 0.20% NEW $176.33 -9.8%
71 SCHF SCHWAB STRATEGIC TR 37,101.0 $1.0M 0.19% NEW $27.70 +1.4%
72 SNDK SANDISK CORP Technology 447.0 $1.0M 0.18% NEW $2273.73 -29.1%
73 VXUS VANGUARD STAR FDS 11,777.0 $1.0M 0.18% NEW $85.49 +1.2%
74 EFV ISHARES TR 12,640.0 $968K 0.18% NEW $76.55 +6.3%
75 ASRV AMERISERV FINL INC Financial Services 247,487.0 $960K 0.17% NEW $3.88 +31.4%
76 ABBV ABBVIE INC Healthcare 3,645.0 $917K 0.17% NEW $251.61 +2.3%
77 ITOT ISHARES TR 5,581.0 $917K 0.17% NEW $164.26 +2.6%
78 GS GOLDMAN SACHS GROUP INC Financial Services 897.0 $907K 0.17% NEW $1011.26 +2.5%
79 VB VANGUARD INDEX FDS 2,949.0 $894K 0.16% NEW $303.15 +0.5%
80 ICVT ISHARES TR 7,115.0 $866K 0.16% NEW $121.73 -4.2%
Page 4 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%