Holdings of COWA, LLC
147 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 47.5 % of the equity sleeve
Sector breakdown
- Industrials 7.3 %
- Technology 7.0 %
- Energy 4.7 %
- Funds 4.3 %
- Health care 2.3 %
- Consumer staples 2.2 %
- Financials 1.5 %
- Consumer discretionary 1.0 %
- Communication 1.0 %
- Materials 0.5 %
- Utilities 0.1 %
- Unattributed 68.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 143 | 308.3M $ | 99.26 % |
| 2 | GB | 4 | 2.3M $ | 0.74 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Abbott Laboratories | 4,642 | 476.6K $ | |
| 102 | PG&E Corp | 25,307 | 444.7K $ | |
| 103 | Vanguard S&P 500 Growth ETF | 1,074 | 437.9K $ | |
| 104 | iShares MSCI International Quality Factor ETF | 9,307 | 430.3K $ | |
| 105 | International Paper Co | 11,869 | 423.7K $ | |
| 106 | Eli Lilly & Co | 471 | 415.8K $ | |
| 107 | Vanguard Total Stock Market ETF | 1,282 | 411.5K $ | |
| 108 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 2,300 | 398K $ | |
| 109 | Select Sector Spdr Trust | 8,000 | 395K $ | |
| 110 | Berkshire Hathaway Inc | 806 | 386.2K $ | |
| 111 | Altria Group, Inc. | 5,797 | 382.5K $ | |
| 112 | Diageo PLC | 5,075 | 377.8K $ | |
| 113 | Fiserv Inc | 6,700 | 373.9K $ | |
| 114 | Comcast Corp | 12,855 | 369.1K $ | |
| 115 | GE Vernova Inc | 421 | 367.5K $ | |
| 116 | Johnson & Johnson | 1,500 | 366.9K $ | |
| 117 | Williams Cos Inc/The | 5,015 | 365K $ | |
| 118 | DFA Dimensional Emerging Mkts High Proftblty ETF | 10,743 | 363K $ | |
| 119 | Cambria Foreign Shareholder Yi | 9,596 | 358.3K $ | |
| 120 | American Express Co | 1,085 | 328.2K $ | |
| 121 | Emerson Electric Co. | 2,475 | 324.3K $ | |
| 122 | Vanguard US Multifactor ETF | 2,050 | 317.9K $ | |
| 123 | Delta Air Lines Inc | 4,425 | 294.2K $ | |
| 124 | Constellation Brands Inc | 1,862 | 279.4K $ | |
| 125 | Ishares Inc | 6,948 | 276.3K $ | |
| 126 | Costco Wholesale Corp | 272 | 271.7K $ | |
| 127 | Amphenol Corp | 2,042 | 258K $ | |
| 128 | SSgA Active Trust | 6,415 | 253.3K $ | |
| 129 | UiPath Inc | 22,660 | 251.5K $ | |
| 130 | Vanguard Large-Cap ETF | 829 | 247.7K $ | |
| 131 | Viking Therapeutics Inc | 7,530 | 245K $ | |
| 132 | Vanguard S&P 500 ETF | 394 | 235.4K $ | |
| 133 | Vanguard Information Technology ETF | 337 | 235.1K $ | |
| 134 | NGL Energy Partners LP | 18,857 | 232.5K $ | |
| 135 | General Mills, Inc. | 5,946 | 221.3K $ | |
| 136 | GSK PLC | 4,009 | 221.3K $ | |
| 137 | SPDR Series Trust | 3,900 | 220.7K $ | |
| 138 | Old Republic International Corp | 5,516 | 220.1K $ | |
| 139 | Alphabet Inc | 765 | 219.4K $ | |
| 140 | Morgan Stanley Direct Lending Fund | 15,636 | 218.3K $ | |
| 141 | iShares Select Dividend ETF | 1,395 | 211.2K $ | |
| 142 | Applied Materials Inc | 615 | 210.2K $ | |
| 143 | Globe Life Inc | 1,500 | 208.8K $ | |
| 144 | Olin Corp | 6,892 | 204.9K $ | |
| 145 | Norfolk Southern Corp | 700 | 200.9K $ | |
| 146 | Americold Realty Trust Inc | 13,000 | 149K $ | |
| 147 | Ford Motor Co | 11,800 | 136.2K $ | |