MondegarAI
HWG Holdings LP

Q1 2025 · 13F-HR

HWG Holdings LPholdings as filed

Filed 2025-04-22 · accession 0001599390-25-000002

$224.3M
Reported value
131
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$32.2M14.4%57,352CommonSOLE
037833100AAPLAPPLE INC$20.1M8.97%90,611CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$14.6M6.53%25,406CommonSOLE
594918104MSFTMICROSOFT CORP$13.8M6.14%36,691CommonSOLE
02079k305ALPHABET INC. CLASS A$12.6M5.61%81,383CommonSOLE
46625h100JPMORGAN CHASE & CO$11.7M5.22%47,740CommonSOLE
231561101CWCURTISS WRIGHT CORP$11.3M5.02%35,469CommonSOLE
22160k105COSTCO WHOLESALE CO$11.0M4.90%11,624CommonSOLE
023135106AMZNAMAZON.COM INC$10.9M4.84%57,089CommonSOLE
615369105MCOMOODYS CORP$9.4M4.21%20,270CommonSOLE
115236101BROBROWN & BROWN INC$8.8M3.91%70,504CommonSOLE
03957W106AROCARCHROCK INC$7.5M3.35%286,139CommonSOLE
64110l106NETFLIX INC$7.3M3.25%7,818CommonSOLE
632307104NTRANATERA INC$5.8M2.58%40,907CommonSOLE
50012a108KODIAK GAS SERVICES, INC$5.5M2.46%148,122CommonSOLE
101137107BSXBOSTON SCIENTIFIC CO$5.2M2.33%51,760CommonSOLE
217204106CPRTCOPART INC$5.2M2.32%92,067CommonSOLE
49456b101KINDER MORGAN INC$4.4M1.95%153,544CommonSOLE
172908105CTASCINTAS CORP$3.9M1.73%18,918CommonSOLE
78464a854SPDR PORTFOLIO S&P 500 ETF$3.0M1.32%45,044CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$2.7M1.19%5,386CommonSOLE
892672106TWTRADEWEB MARKETS INC$2.0M0.91%13,677CommonSOLE
624756102MLIMUELLER INDS INC$2.0M0.88%26,050CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.7M0.77%4,890CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ET$1.6M0.72%5,878CommonSOLE
79466L302CRMSALESFORCE INC$1.1M0.51%4,269CommonSOLE
78409v104S&P GLOBAL INC$730,1400.33%1,437CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$610,7650.27%17,890CommonSOLE
21037X100CNSWFCONSTELLATION SOFTWARE INC$519,5750.23%164CommonSOLE
67066g104NVIDIA CORP$372,7190.17%3,439CommonSOLE
30231g102EXXON MOBIL CORP$337,4040.15%2,837CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$302,1520.13%2,250CommonSOLE
78462f103SPDR S&P500 ETF TRUSTTRUST UNI$301,5110.13%539CommonSOLE
040413205ANETARISTA NETWORKS INC$292,7970.13%3,779CommonSOLE
58733R102MELIMERCADOLIBRE INC$251,6620.11%129CommonSOLE
25434V724DFUVDIMENSIONAL US MARKETWIDE VALU$234,7280.10%5,696CommonSOLE
91324p102UNITEDHEALTH GRP INC$234,6400.10%448CommonSOLE
25434V401DFUSDIMENSIONAL US EQUITY ETF$230,9730.10%3,819CommonSOLE
81369y209SELECT SECTOR HEALTH CARE SPDR$213,1750.10%1,460CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$203,7020.09%1,948CommonSOLE
532457108LLYLILLY ELI & CO$200,6960.09%243CommonSOLE
219948106CPAYCORPAY INC$195,9810.09%562CommonSOLE
113809107BERKSHIRE HATHAWAY INC DEL CL$173,0880.08%325CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR ADR$161,6840.07%974CommonSOLE
941053100WASTE CONNECTIONS INC$156,1520.07%800CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$139,8670.06%721CommonSOLE
03769m106APOLLO GLOBAL MANAGEMENT$119,8220.05%875CommonSOLE
375558103GILDGILEAD SCIENCES INC$102,6380.05%916CommonSOLE
464287507IJHISHARES CORE S&P MID CAP ETF$100,1870.04%1,717CommonSOLE
883556102TMOTHERMO FISHER SCNTFC$100,0180.04%201CommonSOLE
92826c839VISA INC CLASS A$98,1290.04%280CommonSOLE
133131102CPTCAMDEN PROPERTY TR REIT$97,8400.04%800CommonSOLE
125896100CMSCMS ENERGY CORP$97,6430.04%1,300CommonSOLE
11133T103BRBROADRIDGE FINANCIALSOLUTIONS$96,9840.04%400CommonSOLE
11135f101BROADCOM INC$96,4400.04%576CommonSOLE
25754A201DPZDOMINOS PIZZA INC COM$91,8900.04%200CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP F$88,9560.04%433CommonSOLE
278865100ECLECOLAB INC$88,7320.04%350CommonSOLE
038222105AMATAPPLIED MATERIALS$87,6520.04%604CommonSOLE
384802104GWWWW GRAINGER INC$81,0020.04%82CommonSOLE
620076307MSIMOTOROLA SOLUTIONS$78,8060.04%180CommonSOLE
464287606IJKiSHARES S&P MID CAP 400 GROWTH$78,0330.03%937CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$77,7550.03%515CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$72,2180.03%862CommonSOLE
863667101SYKSTRYKER CORP$70,7270.03%190CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY L$70,2100.03%1,000CommonSOLE
929160109VMCVULCAN MATERIALS CO$69,9900.03%300CommonSOLE
893641100TDGTRANSDIGM GROUP INC$69,1640.03%50CommonSOLE
02079k107ALPHABET INC. CLASS C$57,6490.03%369CommonSOLE
464287481IWPISHARES RUSSELL MID CAP GROWTH$55,4550.02%472CommonSOLE
127387108CDNSCADENCE DESIGN SYS$54,1720.02%213CommonSOLE
78463v107SPDR GOLD SHARES ETF$52,7300.02%183CommonSOLE
369604301GEGENERAL ELECTRIC CO$50,8380.02%254CommonSOLE
149123101CATCATERPILLAR INC$49,4700.02%150CommonSOLE
704326107PAYXPAYCHEX INC COM$46,2840.02%300CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$46,0810.02%90CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$45,7440.02%131CommonSOLE
55354g100MSCI INC$43,5430.02%77CommonSOLE
00287y109ABBVIE INC$42,1140.02%201CommonSOLE
29273V100ETENERGY TRANSFER LP COM UT LTD$38,0910.02%2,049CommonSOLE
949746101WMT2WELLS FARGO & CO$37,6900.02%525CommonSOLE
655844108NSCNORFOLK SOUTHERN CO$34,5800.02%146CommonSOLE
697435105PANWPALO ALTO NETWORKS, INC$30,7150.01%180CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$29,1170.01%968CommonSOLE
743315103PGRPROGRESSIVE CORPOHIO COM USD1.$28,3010.01%100CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$27,3640.01%236CommonSOLE
316773100FITBFIFTH THIRD BANCORP$26,5780.01%678CommonSOLE
969457100WMBWILLIAMS COS INC$26,0550.01%436CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$25,7860.01%18CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$25,4150.01%648CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$24,6620.01%321CommonSOLE
363576109AJGARTHUR J GALLAGHER&C$24,5120.01%71CommonSOLE
20825c104CONOCOPHILLIPS$24,3650.01%232CommonSOLE
59156R108METMETLIFE INC$22,1600.01%276CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$20,3890.01%814CommonSOLE
92204a702VANGUARD INFORMATION TECHNOLOG$20,0680.01%37CommonSOLE
464288810IHIISHARES US MEDICAL DEVICES ETF$18,9600.01%315CommonSOLE
942749102WTSWATTS WATER TECH INC CLASS A$12,8470.01%63CommonSOLE
911312106UPSUNITED PARCEL SRVC CLASS B$10,9990.00%100CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$9,2140.00%2CommonSOLE
053332102AZOAUTOZONE INC$7,6260.00%2CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$6,1710.00%100CommonSOLE
46428q109ISHARES SILVER TRUST ETF$5,5780.00%180CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILLINC$5,0210.00%100CommonSOLE
629377508NRGNRG ENERGY INC COMNEW$4,7730.00%50CommonSOLE
40434l105HP INC.$4,0700.00%147CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET$3,9040.00%32CommonSOLE
718546104PSXPHILLIPS 66$3,8280.00%31CommonSOLE
231021106CMICUMMINS INC$3,7610.00%12CommonSOLE
780259305SHELSHELL PLC ADR$3,6640.00%50CommonSOLE
G0083B108ACTAVIS PLC USD0.0001$2,7800.00%80CommonSOLE
78464a763SPDR S&P DIVIDEND ETF$2,7140.00%20CommonSOLE
88160r101TESLA INC$2,5920.00%10CommonSOLE
88579Y101MMM3M CO$2,4970.00%17CommonSOLE
46982l108JACOBS SOLUTIONS INC$2,4180.00%20CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRI$2,2680.00%147CommonSOLE
98954M200ZZILLOW GROUP INC CLASS C$2,2620.00%33CommonSOLE
76954a103RIVIAN AUTOMOTIVE INC CLASS A$2,2530.00%181CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$2,0840.00%41CommonSOLE
143658300CCL1EURCARNIVAL CORP PAIRED CTF$1,9530.00%100CommonSOLE
36828A101GEVGE VERNOVA$1,8320.00%6CommonSOLE
464285204IAUISHARES GOLD ETF$1,7690.00%30CommonSOLE
68389X105ORCLORACLE CORP$1,6780.00%12CommonSOLE
166764100CVXCHEVRON CORP$1,6730.00%10CommonSOLE
26622P107DOCSDOXIMITY INC$1,4510.00%25CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS$1,4480.00%32CommonSOLE
858927106STELSTELLAR BANCORP INC$1,3830.00%50CommonSOLE
717081103PFEPFIZER INC$1,2670.00%50CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GROUP IN$8490.00%19CommonSOLE
84470P109SBSISOUTHSIDE BANCSHARES INC$4630.00%16CommonSOLE
60463b109MIRAGE ENERGY CORP$10.00%1,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.