Hwg Holdings LP has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $325 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.4M, Invesco Qqq Trust, Series 1 with a value of $32.1M, Microsoft Corp with a value of $23.1M, Meta Platforms, Inc. with a value of $21.1M, and Curtiss Wright Corp with a value of $20M.

Examining the 13F form we can see an increase of $107M in the current position value, from $217M to 325M.

Hwg Holdings LP is based out at Houston, TX

Below you can find more details about Hwg Holdings LP portfolio as well as his latest detailed transactions.

Portfolio value $325 Million
ETFs: $85.8 Million
Technology: $70.2 Million
Communication Services: $54.9 Million
Industrials: $31.9 Million
Financial Services: $27.5 Million
Consumer Cyclical: $20.6 Million
Healthcare: $14.3 Million
Consumer Defensive: $12.2 Million
Other: $7.24 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $325 Million
  • Prior Value $217 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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