HWG Holdings LP 13F Holdings

CIK 0001599390 · HOUSTON, TX

As of Sep 30, 2025, HWG Holdings LP reported 57 positions worth $394.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—66,077$44.2M11.21%
INVESCO QQQ TRUST SERIES 1QQQ—64,704$38.8M9.84%
NVIDIA CORPNVDATechnology138,478$25.8M6.55%
MICROSOFT CORPMSFTTechnology49,705$25.7M6.52%
ALPHABET INCGOOGLEquity88,686$21.6M5.46%
META PLATFORMS INCMETACommunication Services29,025$21.3M5.40%
CURTISS WRIGHT CORPCWIndustrials31,197 6.9M4.29%
JPMORGAN CHASE & COJPMFinancial Services52,231 6.5M4.18%
BROADCOM INCAVGOTechnology47,612 5.7M3.98%
AMAZON.COM INCAMZNEquity71,075 5.6M3.95%
DOORDASH INCDASHCommunication Services45,055 2.3M3.11%
COSTCO WHOLESALE CORPCOSTConsumer Defensive12,314 1.4M2.89%
ELBIT SYSTEMS LTDESLTIndustrials19,345$9.9M2.50%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology30,474$8.5M2.16%
MUELLER INDUSTRIES INCMLIIndustrials78,975$8.0M2.02%
CALL (ANET) ANET 00 EXP 06/1——1,419$7.7M1.95%
APPLE INCAAPLTechnology28,660$7.3M1.85%
UBER TECHNOLOGIES INCUBERTechnology71,807$7.0M1.78%
NETFLIX INCNFLXCommunication Services5,543$6.6M1.68%
BROWN & BROWN INCBROFinancial Services67,101$6.3M1.59%
BOSTON SCIENTIFIC CORPBSXHealthcare58,575$5.7M1.45%
CALL (AVGO) BROADCOM INC $300——1,060$5.4M1.37%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETFSPYM—44,741$3.5M0.89%
ARISTA NETWORKS INCANETTechnology23,526$3.4M0.87%
CALL (AMD) ADVANCED MICRO DEVI——1,172$3.4M0.85%