§ 13F · FUND PROFILE
ICW Investment Advisors LLC.
AUM · $286M (13F)Positions · 144Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 28K | $8M | 2.8% | ±0% |
| 2 | AVGO | BROADCOM INC | 19K | $7M | 2.5% | −1% |
| 3 | CASY | CASEYS GEN STORES INC | 9K | $7M | 2.4% | −1% |
| 4 | NVDA | NVIDIA CORPORATION | 33K | $7M | 2.3% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 17K | $7M | 2.3% | +1% |
| 6 | GOOGL | ALPHABET INC | 18K | $6M | 2.2% | ±0% |
| 7 | ABBV | ABBVIE INC | 24K | $6M | 2.1% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 9K | $6M | 2.1% | +3% |
| 9 | V | VISA INC | 17K | $6M | 2.1% | ±0% |
| 10 | AMZN | AMAZON COM INC | 24K | $6M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ICW SIGNAL
AC read
ICW Investment Advisors LLC is a Other fund managing $286 million in assets. The fund runs a portfolio of 144 positions.
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