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NWK Group, Inc. 13F holdings

Filed 2026-08-10 · NWK Group, Inc. · 71 positions · $324.2M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION132.5K$26.5M8.2%
GOOGLALPHABET INC70.8K$25.3M7.8%
LLYELI LILLY & CO15.2K$18.3M5.6%
MRVLMARVELL TECHNOLOGY INC57.9K$17.2M5.3%
AAPLAPPLE INC57.6K$16.7M5.1%
GEVGE VERNOVA INC13.4K$15.8M4.9%
AMZNAMAZON COM INC65.1K$15.5M4.8%
TSLATESLA INC35.2K$14.8M4.6%
AVGOBROADCOM INC38.5K$14.5M4.5%
COSTCOSTCO WHOLESALE CORPORATION14.8K$13.9M4.3%
LRCXLAM RESEARCH CORP31.4K$13.6M4.2%
GEGE AEROSPACE31.8K$11.9M3.7%
MSFTMICROSOFT CORP29.2K$10.9M3.4%
BNYBANK OF NY MELLON CORP69.0K$10.0M3.1%
FIXCOMFORT SYS USA INC4.6K$9.0M2.8%
GSGOLDMAN SACHS GROUP INC8.6K$8.7M2.7%
HWMHOWMET AEROSPACE INC30.7K$8.3M2.5%
ANETARISTA NETWORKS INC47.6K$8.1M2.5%
VVISA INC21.9K$7.5M2.3%
—VIKING HOLDINGS LTD68.3K$7.2M2.2%
METAMETA PLATFORMS INC11.8K$6.7M2.1%
ROSTROSS STORES INC24.5K$5.2M1.6%
SPYSTATE STR SPDR S&P 500 ETF T7.0K$5.2M1.6%
VSXYVICTORIAS SECRET AND CO60.0K$5.0M1.5%
CAVACAVA GROUP INC54.6K$4.3M1.3%
QQQINVESCO QQQ TR4.7K$3.5M1.1%
VTIVANGUARD INDEX FDS6.7K$2.5M0.8%
TJXTJX COS INC NEW14.9K$2.3M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.5%
CASYCASEYS GEN STORES INC1.7K$1.3M0.4%
ITOTISHARES TR7.7K$1.3M0.4%
IWFISHARES TR9.8K$1.2M0.4%
IWMISHARES TR3.2K$952,1260.3%
EQIXEQUINIX INC800$833,9120.3%
GOOGALPHABET INC2.4K$831,3850.3%
IJHISHARES TR9.9K$761,9240.2%
AGGISHARES TR7.6K$756,8010.2%
DFATDIMENSIONAL ETF TRUST8.3K$582,1970.2%
IVVISHARES TR657$492,0210.2%
PRFINVESCO EXCHANGE TRADED FD T8.5K$459,2550.1%
CVXCHEVRON CORPORATION2.6K$428,4900.1%
AMDADVANCED MICRO DEVICES INC683$396,7620.1%
SCHGSCHWAB STRATEGIC TR11.3K$381,4470.1%
WMTWALMART INC3.0K$339,7800.1%
PYPLPAYPAL HLDGS INC7.2K$312,3210.1%
SCHFSCHWAB STRATEGIC TR9.6K$265,6430.1%
IWBISHARES TR640$262,0800.1%
MRKMERCK & CO INC2.0K$257,0000.1%
MCKMCKESSON CORP330$249,3480.1%
SNOWSNOWFLAKE INC945$240,5030.1%
APPAPPLOVIN CORP466$240,0970.1%
EMREMERSON ELEC CO1.6K$236,1980.1%
CRWVCOREWEAVE INC2.1K$208,1380.1%
SCHMSCHWAB STRATEGIC TR5.1K$189,4010.1%
BRK-BBERKSHIRE HATHAWAY INC DEL357$178,6390.1%
SCHXSCHWAB STRATEGIC TR5.6K$164,5430.1%
VOVANGUARD INDEX FDS1.6K$129,5720.0%
IWVISHARES TR293$124,9350.0%
SCHVSCHWAB STRATEGIC TR3.5K$122,6700.0%
EEMISHARES TR1.0K$71,7620.0%
Top Fund Holdings
13F
Top Fund Holdings

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