Companies included in RW
This is RW's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–35 of 35.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| DPLMF | Diploma PLC | 13,291 | NS | 7.2% |
| FGXXX | First American Government Obligations Fund | 1,080,496.36 | PA | 6.2% |
| LOAR | Loar Holdings Inc | 18,147 | NS | 5.85% |
| HEI | HEICO Corp | 2,931 | NS | 4.54% |
| GOOGL | Alphabet Inc | 2,034 | NS | 4.49% |
| RSP | Invesco S&P 500 Equal Weight ETF | 3,478 | NS | 4.06% |
| AAPL | Apple Inc | 2,555 | NS | 3.98% |
| APG | API Group Corp | 15,047 | NS | 3.95% |
| APH | Amphenol Corp | 4,587 | NS | 3.88% |
| CSCO | Cisco Systems Inc | 7,143 | NS | 3.75% |
| AVGO | Broadcom Inc | 1,461 | NS | 3.5% |
| INTC | Intel Corp | 6,408 | NS | 3.47% |
| NVDA | NVIDIA Corp | 2,965 | NS | 3.4% |
| AMZN | Amazon.com Inc | 2,173 | NS | 3.31% |
| GE | GE AEROSPACE | 1,907 | NS | 3.17% |
| GPGI | GPGI Inc | 31,108 | NS | 2.76% |
| TDG | TransDigm Group Inc | 406 | NS | 2.7% |
| TASE IT | Tel Aviv Stock Exchange Ltd | 9,130 | NS | 2.64% |
| HLT | Hilton Worldwide Holdings Inc | 1,387 | NS | 2.58% |
| BRK/B | Berkshire Hathaway Inc | 897 | NS | 2.44% |
| AME | AMETEK Inc | 1,532 | NS | 2.07% |
| ADDTF | AddTech AB | 9,569 | NS | 1.98% |
| BKTI | BK Technologies Corp | 3,546 | NS | 1.96% |
| CW | Curtiss-Wright Corp | 463 | NS | 1.91% |
| CSU CN | Constellation Software Inc/Canada | 157 | NS | 1.64% |
| JKHY | Jack Henry & Associates Inc | 1,746 | NS | 1.54% |
| MTD | Mettler-Toledo International Inc | 207 | NS | 1.52% |
| MA | Mastercard Inc | 519 | NS | 1.5% |
| ISSC | Innovative Solutions and Support Inc | 11,575 | NS | 1.46% |
| PRM | Perimeter Solutions Inc | 7,567 | NS | 1.32% |
| MSFT | Microsoft Corp | 548 | NS | 1.28% |
| MSI | Motorola Solutions Inc | 496 | NS | 1.25% |
| VSEC | VSE Corp | 954 | NS | 0.94% |
| NIQ | NIQ Global Intelligence Plc | 14,619 | NS | 0.92% |
| MAMA | Mama's Creations Inc | 11,092 | NS | 0.9% |
SEC N-PORT snapshot as of .