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Portfolio (Quarterly) Guide ↗

ARWA LLC

· CIK 0002113621
13F Portfolio $202M AUM 149 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 44 Added 64 Reduced 10 Exited
Page 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA ISHARES TR 15,163.0 $1.4M 0.71% -222.0 -1.4% $95.14 +2.9%
42 FDX FEDEX CORP Industrials 3,823.0 $1.4M 0.71% -781.0 -17.0% $376.99 +9.0%
43 NDAQ NASDAQ INC Financial Services 16,967.0 $1.4M 0.71% -2K -8.1% $84.21 +7.4%
44 PLD PROLOGIS INC. Real Estate 10,235.0 $1.4M 0.70% -243.0 -2.3% $138.02 +6.4%
45 MSI MOTOROLA SOLUTIONS INC Technology 3,191.0 $1.4M 0.70% -132.0 -4.0% $442.56 -7.0%
46 MA MASTERCARD INCORPORATED Financial Services 2,720.0 $1.4M 0.68% +233.0 +9.4% $503.61 -1.7%
47 ABT ABBOTT LABORATORIES Healthcare 13,251.0 $1.4M 0.67% +3K +29.3% $102.72 -16.4%
48 SYK STRYKER CORPORATION Healthcare 3,791.0 $1.3M 0.64% $339.10 -9.4%
49 META META PLATFORMS INC Communication Services 2,013.0 $1.3M 0.63% NEW $628.37 -2.7%
50 HD HOME DEPOT INC Consumer Cyclical 3,715.0 $1.3M 0.62% +295.0 +8.6% $339.59 -6.3%
51 CTAS CINTAS CORP Industrials 7,211.0 $1.3M 0.62% +433.0 +6.4% $174.14 -1.8%
52 MRSH MARSH & MCLENNAN COS INC Financial Services 7,046.0 $1.2M 0.60% +420.0 +6.3% $173.13 -6.8%
53 FIRST TR EXCH TRADED FD III 16,658.0 $1.2M 0.60% NEW $72.39
54 SPGI S&P GLOBAL INC Financial Services 2,835.0 $1.2M 0.60% $424.28 -2.4%
55 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,097.0 $1.2M 0.59% NEW $196.33 +6.5%
56 XLC SELECT SECTOR SPDR TR 9,798.0 $1.1M 0.56% -1K -11.2% $114.27 +2.0%
57 FTGC FIRST TR EXCHANGE TRAD FD VI 38,727.0 $1.1M 0.54% NEW $28.27 +2.3%
58 IEF ISHARES TR 11,422.0 $1.1M 0.54% +249.0 +2.2% $95.43 -1.1%
59 NVDA NVIDIA CORPORATION Technology 5,625.0 $1.0M 0.51% +338.0 +6.4% $183.93 +14.1%
60 JFLX J P MORGAN EXCHANGE TRADED F 20,252.0 $1.0M 0.50% +4K +27.2% $49.92 +0.5%
Page 3 of 8  ·  149 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
Financial Services 27.2%
Technology 17.5%
Industrials 11.5%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 6.1%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 4.4%
Real Estate 2.7%