Mwa Asset Management - Q42025 Holdings

Mwa Asset Management holds 121 stocks with a total portfolio value of $ 179.45M as of Q42025. In Q42025, Mwa Asset Management added 5 new positions, increased stakes in 27 stocks, reduced 83 holdings, and fully exited 10 positions. The largest holding is Broadcom Inc (AVGO), representing 4.61% of the total portfolio.