13F filer
Rothwell Investment Advisors
Next 13F (Dec 31 quarter) due by Tue, Feb 16, 2027 You’ll get an email when it’s filed
13F Value
$186.9M
Positions
1,140
Top Position
AAPL5.2%
Top 5
21.4%
Latest filing changes
No increased positions
No new positions
No reduced positions
No exited positions
Holdings1,140
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 5.2% | $9.7M | — | 29.0K | — | Common Stock | |
| 2 | NVDA | 4.7% | $8.8M | — | 38.7K | — | Common Stock | |
| 3 | GOOG | 4.4% | $8.3M | — | 24.3K | — | Common Stock | |
| 4 | MSFT | 3.6% | $6.7M | — | 13.1K | — | Common Stock | |
| 5 | AMZN | 3.5% | $6.5M | — | 26.1K | — | Common Stock | |
| 6 | META | 2.2% | $4.1M | — | 5.7K | — | Common Stock | |
| 7 | SGOV | 2.2% | $4.1M | — | 40.5K | — | ETF | |
| 8 | MU | 1.9% | $3.6M | — | 3.4K | — | Common Stock | |
| 9 | AMD | 1.8% | $3.4M | — | 5.6K | — | Common Stock | |
| 10 | PLTR | 1.5% | $2.8M | — | 15.2K | — | Common Stock | |
| 11 | LRCXFiling details
| 1.5% | $2.8M | — | 8.5K | — | Common Stock | |
| 12 | FTNT | 1.2% | $2.3M | — | 12.9K | — | Common Stock | |
| 13 | COST | 1.1% | $2.1M | — | 2.3K | — | Common Stock | |
| 14 | LLY | 1.0% | $1.8M | — | 1.5K | — | Common Stock | |
| 15 | CLS | 0.9% | $1.7M | — | 4.7K | — | Common Stock | |
| 16 | ASML | 0.9% | $1.6M | — | 884 | — | Common Stock | |
| 17 | AMAT | 0.8% | $1.5M | — | 3.0K | — | Common Stock | |
| 18 | ANETFiling details
| 0.8% | $1.5M | — | 7.4K | — | Common Stock | |
| 19 | JNJ | 0.8% | $1.5M | — | 5.5K | — | Common Stock | |
| 20 | TTMI | 0.7% | $1.3M | — | 10.7K | — | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.