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Asset Manager ← All Institutions

RW Investment Management LLC

1028 S. BRIDGEWAY PLACE SUITE 200, EAGLE, ID 83616 • 208-333-1433

Q4 2025 · Filed 2025-11-14
Market Value
$0
-100.0%
Holdings
110
-1
New Purchases
0
Added To
0
Closed
110
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 94.7%
Technology 1.9%
Industrials 0.9%
Consumer Defensive 0.8%
Consumer Cyclical 0.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 43 $0 0%
Large Cap 50 $0 0%
Mid Cap 7 $0 0%
Small Cap 9 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$486.2B
Median Market Cap
$114.5B
Avg P/E
37.8
Median P/E
26.6
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
77
# ETFs / Funds
33

Top Holdings (110 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IRM —% -$204K -2,000 -100.0% SOLD
2 CVX —% -$429K -2,761 -100.0% SOLD
3 ED —% -$230K -2,285 -100.0% SOLD
4 XOM —% -$982K -8,706 -100.0% SOLD
5 HD —% -$539K -1,330 -100.0% SOLD
6 WSR —% -$145K -11,821 -100.0% SOLD
7 DRI —% -$276K -1,451 -100.0% SOLD
8 A —% -$336K -2,620 -100.0% SOLD
9 WMB —% -$273K -4,314 -100.0% SOLD
10 KO —% -$393K -5,920 -100.0% SOLD
11 LOW —% -$802K -3,191 -100.0% SOLD
12 IBM —% -$271K -960 -100.0% SOLD
13 PAAS —% -$246K -6,342 -100.0% SOLD
14 MCD —% -$303K -997 -100.0% SOLD
15 DE —% -$2M -3,452 -100.0% SOLD
16 PM —% -$243K -1,499 -100.0% SOLD
17 LMT —% -$622K -1,246 -100.0% SOLD
18 AORT —% -$325K -7,683 -100.0% SOLD
19 CAT —% -$466K -977 -100.0% SOLD
20 BX —% -$1M -8,250 -100.0% SOLD
21 JPM —% -$3M -10,627 -100.0% SOLD
22 IDA —% -$2M -13,298 -100.0% SOLD
23 BAC —% -$827K -16,031 -100.0% SOLD
24 SCHW —% -$655K -6,865 -100.0% SOLD
25 PG —% -$208K -1,352 -100.0% SOLD
26 USB —% -$2M -50,346 -100.0% SOLD
27 V —% -$210K -615 -100.0% SOLD
28 ETN —% -$857K -2,291 -100.0% SOLD
29 EW —% -$306K -3,936 -100.0% SOLD
30 PWR —% -$850K -2,050 -100.0% SOLD
31 UNP —% -$218K -921 -100.0% SOLD
32 MCK —% -$358K -463 -100.0% SOLD
33 LLY —% -$1M -1,335 -100.0% SOLD
34 MPC —% -$741K -3,842 -100.0% SOLD
35 JBTM —% -$663K -4,720 -100.0% SOLD
36 BA —% -$895K -4,147 -100.0% SOLD
37 KKR —% -$1M -9,762 -100.0% SOLD
38 T —% -$282K -9,968 -100.0% SOLD
39 WM —% -$644K -2,915 -100.0% SOLD
40 JNJ —% -$911K -4,916 -100.0% SOLD
41 EMR —% -$269K -2,050 -100.0% SOLD
42 GD —% -$251K -737 -100.0% SOLD
43 UNH —% -$227K -657 -100.0% SOLD
44 RTX —% -$610K -3,645 -100.0% SOLD
45 TGT —% -$324K -3,611 -100.0% SOLD
46 PKG —% -$2M -7,074 -100.0% SOLD
47 OKE —% -$396K -5,427 -100.0% SOLD
48 L —% -$243K -2,424 -100.0% SOLD
49 NOC —% -$290K -476 -100.0% SOLD
50 TSM —% -$204K -731 -100.0% SOLD
51 AMGN —% -$544K -1,927 -100.0% SOLD
52 CSCO —% -$305K -4,451 -100.0% SOLD
53 ESGE —% -$378K -8,711 -100.0% SOLD
54 DFIC —% -$142M -4,344,885 -100.0% SOLD
55 AMZN —% -$762K -3,471 -100.0% SOLD
56 LOAN —% -$13K -12,959 -100.0% SOLD
57 MAR —% -$291K -1,116 -100.0% SOLD
58 AAPL —% -$7M -28,807 -100.0% SOLD
59 BND —% -$3M -38,216 -100.0% SOLD
60 MCHP —% -$400K -6,226 -100.0% SOLD
61 META —% -$2M -2,065 -100.0% SOLD
62 AMAT —% -$256K -1,250 -100.0% SOLD
63 DFAT —% -$46M -798,679 -100.0% SOLD
64 ITOT —% -$475K -3,263 -100.0% SOLD
65 C —% -$265K -2,607 -100.0% SOLD
66 MU —% -$2M -14,363 -100.0% SOLD
67 BSV —% -$99M -1,252,378 -100.0% SOLD
68 FCX —% -$818K -20,846 -100.0% SOLD
69 IVV —% -$579K -865 -100.0% SOLD
70 PEP —% -$398K -2,833 -100.0% SOLD
71 VTI —% -$152M -461,768 -100.0% SOLD
72 VBR —% -$208K -995 -100.0% SOLD
73 VB —% -$8M -32,469 -100.0% SOLD
74 DFCF —% -$50M -1,161,912 -100.0% SOLD
75 DFEM —% -$63M -1,964,109 -100.0% SOLD
76 MSFT —% -$6M -12,100 -100.0% SOLD
77 DFAX —% -$3M -101,922 -100.0% SOLD
78 AGG —% -$453K -4,518 -100.0% SOLD
79 MDLZ —% -$220K -3,520 -100.0% SOLD
80 PSQ —% -$395K -12,730 -100.0% SOLD
81 PFF —% -$910K -28,777 -100.0% SOLD
82 SPY —% -$880K -1,321 -100.0% SOLD
83 WMT —% -$1M -12,256 -100.0% SOLD
84 DFUV —% -$28M -615,583 -100.0% SOLD
85 AVGO —% -$2M -5,275 -100.0% SOLD
86 GOOGL —% -$856K -3,521 -100.0% SOLD
87 GOOG —% -$643K -2,640 -100.0% SOLD
88 COST —% -$4M -4,794 -100.0% SOLD
89 ADBE —% -$307K -869 -100.0% SOLD
90 QQQ —% -$552K -919 -100.0% SOLD
91 NVDA —% -$504K -2,701 -100.0% SOLD
92 TSLA —% -$794K -1,786 -100.0% SOLD
93 VO —% -$5M -15,915 -100.0% SOLD
94 SHM —% -$3M -68,553 -100.0% SOLD
95 DFSI —% -$3M -81,910 -100.0% SOLD
96 DFNM —% -$4M -74,924 -100.0% SOLD
97 AVUV —% -$86M -860,585 -100.0% SOLD
98 DUHP —% -$92M -2,441,054 -100.0% SOLD
99 PAYX —% -$371K -2,924 -100.0% SOLD
100 SH —% -$427K -11,565 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
MU $0 SOLD

Sold Out Positions

SymbolValue% Port
T —%
CVX —%
ED —%
XOM —%
HD —%
WSR —%
DRI —%
A —%
WMB —%
KO —%
LOW —%
IBM —%
WM —%
IRM —%
DE —%
View SEC EDGAR Filings for RW Investment Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms