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Portfolio (Quarterly) Guide ↗

RWQ Financial Management Services, Inc.

· CIK 0001846544
13F Portfolio $217M AUM 20 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 6 Added 11 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 51,976.0 $16.3M 7.48% -16K -23.8% $313.00 +23.9%
2 TSLA TESLA INC Consumer Cyclical 34,220.0 $15.4M 7.08% -265.0 -0.8% $449.72 -7.2%
3 MSFT MICROSOFT CORP Technology 28,050.0 $13.6M 6.24% -4K -12.6% $483.62 -13.3%
4 AMZN AMAZON COM INC Consumer Cyclical 54,335.0 $12.5M 5.77% -27K -32.9% $230.82 +16.3%
5 NVDA NVIDIA CORPORATION Technology 66,091.0 $12.3M 5.67% -20K -23.0% $186.50 +17.7%
6 AAPL APPLE INC Technology 34,726.0 $9.4M 4.34% -70K -66.7% $271.86 +12.2%
7 CEG CONSTELLATION ENERGY CORP Utilities 21,325.0 $7.5M 3.46% -15K -41.7% $353.27 -19.1%
8 GE GE AEROSPACE Industrials 20,165.0 $6.2M 2.86% -34K -63.0% $308.03 -2.0%
9 GEV GE VERNOVA INC Utilities 2,925.0 $1.9M 0.88% -75.0 -2.5% $653.57 +59.7%
10 OKLO OKLO INC Utilities 10,510.0 $754K 0.35% -33K -76.0% $71.76 -9.3%
11 QQQ INVESCO QQQ TR Financial Services 351.0 $216K 0.10% -425.0 -54.8% $614.31 +16.3%

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 44.8%
Communication Services 20.9%
Consumer Cyclical 15.3%
Financial Services 9.9%
Utilities 5.6%
Industrials 3.4%