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ICW Investment Advisors LLC Last Quarter Change: USA Stocks, Unchanged

ICW Investment Advisors LLC quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ICW Investment Advisors LLC opened 5 positions, added to 46, reduced 80, sold out of 9 and left 3 unchanged. The largest increase in value was GOOGL (+$1,233,684); the largest decrease was ACN (-$1,203,376).

  • CAT: Country of operation United States; Class COM; Shares 2026-03-31 842; Shares 2026-06-30 842.
  • ASML: Country of operation —; Class N Y REGISTRY SHS; Shares 2026-03-31 197; Shares 2026-06-30 197.
  • BLK: Country of operation United States; Class COM; Shares 2026-03-31 883; Shares 2026-06-30 883.

Two Form 13F-HR filings compared (SEC CIK 1794820): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CAT
CATERPILLAR INC
United StatesCOM8428420$596,525$897,161+$300,636
ASML
ASML HLDG NV
N Y REGISTRY SHS1971970$260,696$391,148+$130,452
BLK
BLACKROCK INC
United StatesCOM8838830$849,617$849,374-$243

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