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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 9 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 T AT&T INC Communication Services 20,153.0 $417K 0.08% NEW $20.70 +21.6%
162 MSOS ADVISORSHARES TR 81,039.0 $412K 0.07% NEW $5.08 -7.8%
163 AMGN AMGEN INC Healthcare 1,131.0 $410K 0.07% NEW $362.14 +20.4%
164 WDC WESTERN DIGITAL CORP Technology 641.0 $409K 0.07% NEW $638.65 -25.7%
165 ESLT ELBIT SYS LTD Industrials 539.0 $409K 0.07% NEW $759.12 -0.9%
166 EWL ISHARES INC 6,489.0 $408K 0.07% NEW $62.85 +1.9%
167 JEPI J P MORGAN EXCHANGE TRADED F 7,199.0 $407K 0.07% NEW $56.48 +2.6%
168 ENOR ISHARES TR 12,932.0 $406K 0.07% NEW $31.42 +15.9%
169 INTU INTUIT Technology 1,548.0 $404K 0.07% NEW $260.98 +39.6%
170 AGG ISHARES TR 3,999.0 $396K 0.07% NEW $98.97 -1.3%
171 POWL POWELL INDS INC Industrials 1,375.0 $394K 0.07% NEW $286.32 -30.8%
172 VLO VALERO ENERGY CORP Energy 1,505.0 $392K 0.07% NEW $260.53 +32.8%
173 TJX TJX COS INC NEW Consumer Cyclical 2,588.0 $392K 0.07% NEW $151.48 -3.2%
174 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,343.0 $390K 0.07% NEW $31.61 +12.5%
175 ILCV ISHARES TR 3,827.0 $387K 0.07% NEW $101.24 +7.3%
176 PGR PROGRESSIVE CORP Financial Services 1,768.0 $386K 0.07% NEW $218.43 -1.8%
177 EFAV ISHARES TR 4,380.0 $384K 0.07% NEW $87.70 +7.2%
178 APP APPLOVIN CORP Technology 742.0 $382K 0.07% NEW $515.18 -39.3%
179 ALL ALLSTATE CORP Financial Services 1,605.0 $382K 0.07% NEW $237.92 +9.6%
180 EWS ISHARES INC 12,886.0 $382K 0.07% NEW $29.61 +13.8%
Page 9 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%