Cowa, LLC Portfolio Holdings

Cowa, LLC

  • $299 Million
  • Q3 2025

Cowa, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $299 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $22M, Dimensional ETF Tr with a value of $20.6M, Ishares Tr Ibonds 2026 Term Hi with a value of $18.3M, Ishares Tr Ibonds Dec 2026 Ter with a value of $16.2M, and Comfort Systems Usa Inc with a value of $11.5M.

Examining the 13F form we can see an increase of $38.6M in the current position value, from $261M to 299M.

Cowa, LLC is based out at Tulsa, OK

Below you can find more details about Cowa, LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Million
ETFs: $223 Million
Industrials: $16.3 Million
Technology: $15.6 Million
Energy: $15.5 Million
Financial Services: $6.42 Million
Consumer Defensive: $6.39 Million
Healthcare: $4.5 Million
Consumer Cyclical: $2.65 Million
Other: $4.07 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $299 Million
  • Prior Value $261 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Cowa, LLC Portfolio

Follow Cowa, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cowa, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email