Mwa Asset Management - Q4 2025 13F Filings

MW

Mwa Asset Management

CIK: 0001903058
Address: Massachusetts Lexington 55 Ferncroft Rd. Suite 305
$179.45 M
Portfolio Value
121
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
-0.76%
$179.45 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mwa Asset Management Q4 2025 Filing Summary

Mwa Asset Management filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 179.45 M reflecting a -0.92% change from the prior quarter, spanning 121 assets. The top 10 holdings comprised 35.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 10 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Mwa Asset Management’s Q4 2025 Filing

Mwa Asset Management submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Mwa Asset Management reported a managed portfolio value of 179.45 M, consisting of 121 individual positions.

This page displays the raw filing documents. To see which stocks Mwa Asset Management bought or sold during Q4 2025, please visit Mwa Asset Management's Portfolio Analysis page.