HWG Holdings LP

Est. AUM

$384.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	COM	$61.8M	94651	16.08%	SOLE
2	CURTISS WRIGHT CORP	COM	$29.7M	43627	7.73%	SOLE
3	ALPHABET INC. CLASS A	COM	$28.3M	98583	7.37%	SOLE
4	ISHARES MSCI EMERGING MARKETS	COM	$26.7M	470405	6.95%	SOLE
5	ISHARES INC MSCI BRAZIL ETF	COM	$25.2M	655349	6.54%	SOLE
6	NVIDIA CORP	COM	$23.2M	133206	6.04%	SOLE
7	FIRST TRUST EUROZONE ALPHADEX	COM	$21.4M	344022	5.57%	SOLE
8	JPMORGAN CHASE & CO	COM	$15.7M	53518	4.09%	SOLE
9	ELBIT SYSTEMS LTD	COM	$15.5M	18266	4.03%	SOLE
10	KODIAK GAS SERVICES, INC	COM	$10.4M	178669	2.71%	SOLE
11	MICROSOFT CORP	COM	$9.3M	25167	2.42%	SOLE
12	MUELLER INDS INC	COM	$8.5M	76732	2.21%	SOLE
13	BROADCOM INC	COM	$6.8M	22037	1.77%	SOLE
14	COSTCO WHOLESALE CO	COM	$6.4M	6417	1.66%	SOLE
15	ARGAN INC COM	COM	$5.7M	10477	1.48%	SOLE
16	KLA CORP	COM	$5.5M	3707	1.42%	SOLE
17	INVSC QQQ TRUST SRS 1 ETF	COM	$5.3M	9232	1.39%	SOLE
18	APPLE INC	COM	$5.2M	20330	1.34%	SOLE
19	NETFLIX INC	COM	$5.2M	53599	1.34%	SOLE
20	BAKER HUGHES COMPANY CL A	COM	$5.1M	82946	1.32%	SOLE
21	META PLATFORMS INC CLASS ACALL	COM	$5.0M	8700	1.29%	SOLE
22	TJX COS INC NEW COM	COM	$4.6M	28606	1.19%	SOLE
23	LOCKHEED MARTIN CORP	COM	$4.5M	7509	1.18%	SOLE
24	AMAZON.COM INC	COM	$4.5M	21575	1.17%	SOLE
25	CHEVRON CORP	COM	$4.0M	19125	1.03%	SOLE
26	SPDR PORTFOLIO S&P 500 ETF	COM	$3.7M	48521	0.97%	SOLE
27	GOLDMAN SACHS GROUP	COM	$3.6M	4269	0.94%	SOLE
28	CATERPILLAR INC	COM	$2.9M	4043	0.74%	SOLE
29	ARISTA NETWORKS INC	COM	$2.9M	23266	0.74%	SOLE
30	GE VERNOVA	COM	$2.8M	3167	0.72%	SOLE
31	ENTERPRISE PRODS PART LP	COM	$2.6M	70002	0.69%	SOLE
32	GENERAL ELECTRIC CO	COM	$2.3M	8264	0.61%	SOLE
33	CALL (NFLX) NETFLIX INC $125 E	CALL	$2.3M	11620	0.61%	SOLE
34	PACCAR INC	COM	$2.2M	19114	0.57%	SOLE
35	LILLY ELI & CO	COM	$1.8M	1994	0.48%	SOLE
36	ENERGY TRANSFER LP COM UT LTD	COM	$1.8M	92302	0.46%	SOLE
37	ISHARES MSCI HONGKONG ETF	COM	$1.7M	72307	0.43%	SOLE
38	VANGUARD TOTAL STOCK MARKET ET	COM	$1.6M	5079	0.42%	SOLE
39	FIDELITY NASDAQ COMPOSITE IND	COM	$1.4M	16990	0.38%	SOLE
40	ISHARES CORE S&P MID CAP ETF	COM	$1.3M	18590	0.33%	SOLE
41	NORTHROP GRUMMAN CORP	COM	$918K	1346	0.24%	SOLE
42	BERKSHIRE HATHAWAY INC DEL CL	COM	$770K	1607	0.20%	SOLE
43	TAIWAN SEMICONDUCTOR ADR	ADR	$620K	1834	0.16%	SOLE
44	OLD REPUBLIC INTL CORP	COM	$530K	13276	0.14%	SOLE
45	STATE STREET SPDR S&P 500 ETF	COM	$469K	721	0.12%	SOLE
46	ARISTA NETWORKS INCCALL	COM	$430K	3500	0.11%	SOLE
47	EXXON MOBIL CORP	COM	$420K	2474	0.11%	SOLE
48	ISHARES MSCI EMU ETF	COM	$395K	6306	0.10%	SOLE
49	DEVON ENERGY CORP	COM	$303K	6012	0.08%	SOLE
50	DIMENSIONAL US EQUITY ETF	COM	$271K	3819	0.07%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.