Ewa, LLC

13F filer · CIK 0001835252

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$548MU.S. long equity reported on 13F

Positions23447 new · 18 closed

Net flow last quarter+$17.4MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026234 positions
AAPLApple Inc.	$15.4M	2.81%	0.00%	+2.6%	Q1 2023
NVDANvidia Corp	$14M	2.55%	0.00%	-6.8%	Q1 2023
SHLDSears Holdings Corp	$10.2M	1.86%	0.16%	+31.4%	Q3 2025
AMZNAmazon Com Inc	$7M	1.28%	0.00%	+13.3%	Q1 2023
GOOGAlphabet Inc.	$6.05M	1.10%	Not reported	+9.6%	Q1 2023
MUMicron Technology Inc	$5.71M	1.04%	0.00%	+19.9%	Q4 2023
MSFTMicrosoft Corp	$5.27M	0.96%	0.00%	+1.8%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.66M	0.85%	Not reported	+0.4%	Q1 2023
AVGOBroadcom Inc.	$4.33M	0.79%	0.00%	+11.0%	Q2 2023
GOOGLAlphabet Inc.	$4.04M	0.74%	0.00%	+10.5%	Q1 2023
CSCOCisco Systems, Inc.	$3.89M	0.71%	0.00%	+1.9%	Q3 2024
METAMeta Platforms, Inc.	$3.57M	0.65%	Not reported	-30.4%	Q1 2023
LLYELI LILLY & Co	$3.19M	0.58%	0.00%	+22.6%	Q1 2023
TSLATesla, Inc.	$3.07M	0.56%	0.00%	+4.7%	Q2 2023
AMDAdvanced Micro Devices Inc	$2.55M	0.46%	0.00%	+7.7%	Q3 2023
JPMJPMorgan Chase & Co	$2.26M	0.41%	0.00%	+11.7%	Q1 2023
BRK.BBerkshire Hathaway Inc	$2.11M	0.39%	Not reported	+3.6%	Q1 2023
LRCXLam Research Corp	$1.8M	0.33%	0.00%	+6.4%	Q4 2023
IAUIshares Gold Trust	$1.77M	0.32%	0.00%	+12.5%	Q3 2024
COSTCostco Wholesale Corp	$1.72M	0.31%	0.00%	-0.2%	Q1 2023
CLSCelestica Inc	$1.68M	0.31%	0.00%	-1.6%	Q4 2023
LITELumentum Holdings Inc.	$1.52M	0.28%	0.00%	+1.1%	Q3 2025
STXSeagate Technology Holdings plc	$1.42M	0.26%	0.00%	+4.4%	Q3 2025
AMATApplied Materials Inc	$1.31M	0.24%	0.00%	+8.3%	Q3 2025
MUFGMitsubishi Ufj Financial Group Inc	$1.27M	0.23%	0.00%	-2.7%	Q1 2023
CATCaterpillar Inc	$1.27M	0.23%	0.00%	+11.8%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.26M	0.23%	Not reported	Not reported	Q1 2023
WMTWalmart Inc.	$1.21M	0.22%	0.00%	+0.4%	Q1 2023
VVisa Inc.	$1.21M	0.22%	0.00%	+10.3%	Q1 2023
KLACKla Corp	$1.17M	0.21%	0.00%	+3.0%	Q1 2024
INTCIntel Corp	$1.15M	0.21%	0.00%	+23.2%	Q4 2025
JNJJohnson & Johnson	$1.15M	0.21%	0.00%	+6.5%	Q2 2023
XOMExxonMobil Holdings Corp	$1.12M	0.21%	0.00%	+4.9%	Q1 2023
DELLDell Technologies Inc.	$1.12M	0.21%	0.00%	-1.3%	Q4 2025
PANWPalo Alto Networks Inc	$1.1M	0.20%	0.00%	+8.5%	Q4 2023
APHAmphenol Corp	$1.07M	0.19%	0.00%	-7.8%	Q4 2023
SNDKSandisk Corp	$1.02M	0.19%	0.00%	New	Q2 2026
ASRVAmeriserv Financial Inc	$960K	0.18%	1.46%	+0.8%	Q2 2025
ABBVAbbVie Inc.	$917K	0.17%	0.00%	+5.3%	Q1 2024
GSGoldman Sachs Group Inc	$907K	0.17%	0.00%	+3.3%	Q2 2024
GEGeneral Electric Co	$860K	0.16%	0.00%	+11.2%	Q3 2024
PMPhilip Morris International Inc.	$846K	0.15%	0.00%	+10.9%	Q2 2024
ANETArista Networks, Inc.	$841K	0.15%	0.00%	-0.6%	Q4 2023
EMXCEmax Holdings Corp	$827K	0.15%	Not reported	-0.5%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$796K	0.15%	0.00%	+4.0%	Q2 2024
FIXComfort Systems USA Inc	$789K	0.14%	0.00%	+1.8%	Q3 2025
BACBank of America Corp	$786K	0.14%	0.00%	+19.8%	Q2 2024
TERTeradyne, Inc	$765K	0.14%	0.00%	-14.6%	Q4 2025
ORCLOracle Corp	$748K	0.14%	0.00%	-9.8%	Q1 2023
THROTheron Resource Group	$736K	0.13%	0.22%	-4.7%	Q2 2025

Q1 2026Reported Apr 23, 2026204 positions
AAPLApple Inc.	$13.2M	2.99%	0.00%	+2.8%	Q1 2023
NVDANvidia Corp	$13.1M	2.96%	0.00%	+1.4%	Q1 2023
SHLDSears Holdings Corp	$9.18M	2.08%	0.12%	+66.8%	Q3 2025
AMZNAmazon Com Inc	$5.4M	1.22%	0.00%	+14.8%	Q1 2023
METAMeta Platforms, Inc.	$5.21M	1.18%	Not reported	+5.5%	Q1 2023
MSFTMicrosoft Corp	$5.13M	1.16%	0.00%	-25.0%	Q1 2023
GOOGAlphabet Inc.	$4.48M	1.02%	Not reported	+48.7%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.04M	0.92%	Not reported	-4.5%	Q1 2023
AVGOBroadcom Inc.	$3.2M	0.72%	0.00%	+4.6%	Q2 2023
GOOGLAlphabet Inc.	$2.94M	0.67%	0.00%	+33.5%	Q1 2023
TSLATesla, Inc.	$2.59M	0.59%	0.00%	+6.4%	Q2 2023
CSCOCisco Systems, Inc.	$2.53M	0.57%	0.00%	+3.7%	Q3 2024
LLYELI LILLY & Co	$2M	0.45%	0.00%	+35.7%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.95M	0.44%	Not reported	+15.6%	Q1 2023
IAUIshares Gold Trust	$1.84M	0.42%	0.00%	-58.7%	Q3 2024
COSTCostco Wholesale Corp	$1.83M	0.42%	0.00%	+23.1%	Q1 2023
JPMJPMorgan Chase & Co	$1.82M	0.41%	0.00%	+4.9%	Q1 2023
MUMicron Technology Inc	$1.39M	0.32%	0.00%	+18.2%	Q4 2023
XOMExxonMobil Holdings Corp	$1.33M	0.30%	0.00%	+15.2%	Q1 2023
WMTWalmart Inc.	$1.32M	0.30%	0.00%	+15.0%	Q1 2023
CLSCelestica Inc	$1.32M	0.30%	0.00%	-0.2%	Q4 2023
PLTRPalantir Technologies Inc.	$1.3M	0.29%	0.00%	-28.6%	Q1 2025
LITELumentum Holdings Inc.	$1.23M	0.28%	0.00%	+0.2%	Q3 2025
MUFGMitsubishi Ufj Financial Group Inc	$1.12M	0.25%	0.00%	-0.4%	Q1 2023
JNJJohnson & Johnson	$1.04M	0.23%	0.00%	+31.6%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$984K	0.22%	Not reported	+0.8%	Q1 2023
VVisa Inc.	$965K	0.22%	0.00%	+13.1%	Q1 2023
ASRVAmeriserv Financial Inc	$889K	0.20%	1.45%	+0.8%	Q2 2025
NFLXNetflix Inc	$880K	0.20%	0.00%	+19.2%	Q4 2023
KGCKinross Gold Corp	$868K	0.20%	0.00%	-0.1%	Q1 2023
LRCXLam Research Corp	$833K	0.19%	0.00%	+14.4%	Q4 2023
ORCLOracle Corp	$832K	0.19%	0.00%	+16.8%	Q1 2023
APHAmphenol Corp	$829K	0.19%	0.00%	+18.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$829K	0.19%	0.00%	+39.6%	Q3 2023
MAMastercard Inc	$766K	0.17%	0.00%	+6.8%	Q3 2023
CATCaterpillar Inc	$754K	0.17%	0.00%	+19.0%	Q1 2024
ABBVAbbVie Inc.	$753K	0.17%	0.00%	+14.5%	Q1 2024
GSGoldman Sachs Group Inc	$734K	0.17%	0.00%	+10.3%	Q2 2024
NEMNEWMONT Corp	$707K	0.16%	0.00%	+3.5%	Q2 2025
PMPhilip Morris International Inc.	$697K	0.16%	0.00%	+12.2%	Q2 2024
THROTheron Resource Group	$649K	0.15%	0.23%	-93.9%	Q2 2025
EMXCEmax Holdings Corp	$639K	0.14%	Not reported	-91.2%	Q3 2023
ANETArista Networks, Inc.	$611K	0.14%	0.00%	+17.8%	Q4 2023
CEGConstellation Energy Corp	$594K	0.13%	0.00%	+6.1%	Q1 2024
GEGeneral Electric Co	$587K	0.13%	0.00%	+24.0%	Q3 2024
AMATApplied Materials Inc	$574K	0.13%	0.00%	+18.4%	Q3 2025
CVXChevron Corp	$561K	0.13%	0.00%	+24.3%	Q2 2024
BACBank of America Corp	$561K	0.13%	0.00%	+19.2%	Q2 2024
KLACKla Corp	$554K	0.13%	0.00%	+5.6%	Q1 2024
STXSeagate Technology Holdings plc	$551K	0.13%	0.00%	+2.7%	Q3 2025

Q4 2025Reported Feb 3, 2026200 positions
NVDANvidia Corp	$13.8M	3.36%	0.00%	+17.0%	Q1 2023
AAPLApple Inc.	$13.7M	3.35%	0.00%	+57.6%	Q1 2023
THROTheron Resource Group	$11.4M	2.77%	3.73%	+3.2%	Q2 2025
MSFTMicrosoft Corp	$8.94M	2.18%	0.00%	+10.0%	Q1 2023
EMXCEmax Holdings Corp	$6.73M	1.64%	Not reported	+5.9%	Q3 2023
METAMeta Platforms, Inc.	$5.7M	1.39%	Not reported	+6.7%	Q1 2023
AMZNAmazon Com Inc	$5.21M	1.27%	0.00%	-21.3%	Q1 2023
SHLDSears Holdings Corp	$5.04M	1.23%	0.07%	+7.2%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$4.44M	1.08%	Not reported	+12.2%	Q1 2023
IAUIshares Gold Trust	$4.11M	1.00%	0.01%	-2.1%	Q3 2024
AVGOBroadcom Inc.	$3.42M	0.83%	0.00%	+6.1%	Q2 2023
GOOGAlphabet Inc.	$3.3M	0.80%	Not reported	+85.3%	Q1 2023
TSLATesla, Inc.	$2.94M	0.72%	0.00%	+7.3%	Q2 2023
CSCOCisco Systems, Inc.	$2.42M	0.59%	0.00%	-5.1%	Q3 2024
GOOGLAlphabet Inc.	$2.4M	0.59%	0.00%	+21.1%	Q1 2023
PLTRPalantir Technologies Inc.	$2.2M	0.54%	0.00%	+45.2%	Q1 2025
JPMJPMorgan Chase & Co	$1.9M	0.46%	0.00%	+11.1%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.77M	0.43%	Not reported	+39.5%	Q1 2023
LLYELI LILLY & Co	$1.72M	0.42%	0.00%	+26.3%	Q1 2023
CLSCelestica Inc	$1.39M	0.34%	0.00%	-1.1%	Q4 2023
COSTCostco Wholesale Corp	$1.29M	0.31%	0.00%	-5.3%	Q1 2023
MUFGMitsubishi Ufj Financial Group Inc	$1.05M	0.26%	0.00%	-0.1%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$1.04M	0.25%	Not reported	+14.9%	Q1 2023
WMTWalmart Inc.	$1.03M	0.25%	0.00%	+2.3%	Q1 2023
MUMicron Technology Inc	$996K	0.24%	0.00%	+2.3%	Q4 2023
VVisa Inc.	$990K	0.24%	0.00%	-6.2%	Q1 2023
ORCLOracle Corp	$944K	0.23%	0.00%	+9.5%	Q1 2023
MAMastercard Inc	$819K	0.20%	0.00%	+5.4%	Q3 2023
XOMExxonMobil Holdings Corp	$819K	0.20%	0.00%	+16.4%	Q1 2023
APPAppLovin Corp	$809K	0.20%	0.00%	+204.1%	Q3 2025
KGCKinross Gold Corp	$801K	0.20%	0.00%	-4.0%	Q1 2023
ASRVAmeriserv Financial Inc	$777K	0.19%	1.47%	+1.0%	Q2 2025
APHAmphenol Corp	$746K	0.18%	0.00%	+6.5%	Q4 2023
NFLXNetflix Inc	$720K	0.18%	0.00%	+0.4%	Q4 2023
BKNGBooking Holdings Inc.	$715K	0.17%	0.00%	+0.8%	Q1 2024
CEGConstellation Energy Corp	$708K	0.17%	0.00%	+1.2%	Q1 2024
GSGoldman Sachs Group Inc	$692K	0.17%	0.00%	+28.6%	Q2 2024
ABBVAbbVie Inc.	$691K	0.17%	0.00%	+13.2%	Q1 2024
JNJJohnson & Johnson	$666K	0.16%	0.00%	+9.3%	Q2 2023
LITELumentum Holdings Inc.	$645K	0.16%	0.00%	-1.2%	Q3 2025
SHOPShopify Inc.	$641K	0.16%	0.00%	+1.7%	Q4 2023
NEMNEWMONT Corp	$629K	0.15%	0.00%	+16.5%	Q2 2025
AMDAdvanced Micro Devices Inc	$625K	0.15%	0.00%	+4.3%	Q3 2023
DELLDell Technologies Inc.	$615K	0.15%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$602K	0.15%	0.00%	+9.5%	Q2 2024
VOTVan Kampen Municipal Opportunity Trust II	$587K	0.14%	Not reported	Not reported	Q1 2023
LRCXLam Research Corp	$583K	0.14%	0.00%	+10.0%	Q4 2023
HOODRobinhood Markets, Inc.	$572K	0.14%	0.00%	+23.7%	Q2 2025
ANETArista Networks, Inc.	$554K	0.14%	0.00%	+0.8%	Q4 2023
BACBank of America Corp	$531K	0.13%	0.00%	+12.6%	Q2 2024

Q3 2025Reported Oct 31, 2025179 positions
NVDANvidia Corp	$11.8M	3.26%	0.00%	+18.7%	Q1 2023
THROTheron Resource Group	$10.8M	2.99%	3.62%	+3.4%	Q2 2025
MSFTMicrosoft Corp	$8.71M	2.41%	0.00%	+9.0%	Q1 2023
AAPLApple Inc.	$8.16M	2.26%	0.00%	-5.8%	Q1 2023
AMZNAmazon Com Inc	$6.3M	1.74%	0.00%	+5.5%	Q1 2023
METAMeta Platforms, Inc.	$5.94M	1.64%	Not reported	+2.8%	Q1 2023
EMXCEmax Holdings Corp	$5.9M	1.63%	Not reported	-23.3%	Q3 2023
SHLDSears Holdings Corp	$5.09M	1.41%	0.07%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$3.86M	1.07%	Not reported	Not reported	Q1 2023
IAUIshares Gold Trust	$3.76M	1.04%	0.01%	+39.1%	Q3 2024
AVGOBroadcom Inc.	$3.07M	0.85%	0.00%	+23.8%	Q2 2023
TSLATesla, Inc.	$2.71M	0.75%	0.00%	-8.0%	Q2 2023
CSCOCisco Systems, Inc.	$2.26M	0.63%	0.00%	+1.9%	Q3 2024
JPMJPMorgan Chase & Co	$1.67M	0.46%	0.00%	+3.5%	Q1 2023
PLTRPalantir Technologies Inc.	$1.56M	0.43%	0.00%	+3.4%	Q1 2025
GOOGLAlphabet Inc.	$1.54M	0.43%	0.00%	+14.7%	Q1 2023
COSTCostco Wholesale Corp	$1.46M	0.40%	0.00%	+3.6%	Q1 2023
GOOGAlphabet Inc.	$1.38M	0.38%	Not reported	+11.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.27M	0.35%	Not reported	+5.7%	Q1 2023
ORCLOracle Corp	$1.24M	0.34%	0.00%	+29.6%	Q1 2023
CLSCelestica Inc	$1.17M	0.32%	0.00%	-1.2%	Q4 2023
MUFGMitsubishi Ufj Financial Group Inc	$1.05M	0.29%	0.00%	+1.1%	Q1 2023
VVisa Inc.	$1.03M	0.28%	0.00%	+1.1%	Q1 2023
LLYELI LILLY & Co	$967K	0.27%	0.00%	-5.4%	Q1 2023
WMTWalmart Inc.	$932K	0.26%	0.00%	+2.0%	Q1 2023
NFLXNetflix Inc	$917K	0.25%	0.00%	+2.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$884K	0.24%	Not reported	-6.2%	Q1 2023
MAMastercard Inc	$775K	0.21%	0.00%	+5.1%	Q3 2023
KGCKinross Gold Corp	$737K	0.20%	0.00%	+0.1%	Q1 2023
BKNGBooking Holdings Inc.	$720K	0.20%	0.00%	-0.8%	Q1 2024
ASRVAmeriserv Financial Inc	$700K	0.19%	1.46%	+1.0%	Q2 2025
XOMExxonMobil Holdings Corp	$659K	0.18%	0.00%	-23.6%	Q1 2023
CEGConstellation Energy Corp	$652K	0.18%	0.00%	-0.8%	Q1 2024
APHAmphenol Corp	$642K	0.18%	0.00%	-0.3%	Q4 2023
ABBVAbbVie Inc.	$619K	0.17%	0.00%	+4.2%	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$618K	0.17%	Not reported	+0.2%	Q1 2023
ANETArista Networks, Inc.	$611K	0.17%	0.00%	+1.2%	Q4 2023
HOODRobinhood Markets, Inc.	$586K	0.16%	0.00%	+4.6%	Q2 2025
SHOPShopify Inc.	$582K	0.16%	0.00%	+3.1%	Q4 2023
MUMicron Technology Inc	$570K	0.16%	0.00%	+5.5%	Q4 2023
HDHome Depot, Inc.	$567K	0.16%	0.00%	+5.5%	Q1 2024
PMPhilip Morris International Inc.	$557K	0.15%	0.00%	-6.2%	Q2 2024
TAt&T Inc.	$552K	0.15%	0.00%	-8.2%	Q2 2024
JNJJohnson & Johnson	$546K	0.15%	0.00%	+2.9%	Q2 2023
PANWPalo Alto Networks Inc	$540K	0.15%	0.00%	-10.9%	Q4 2023
PGPROCTER & GAMBLE Co	$540K	0.15%	0.00%	+1.9%	Q1 2023
GSGoldman Sachs Group Inc	$488K	0.13%	0.00%	+2.2%	Q2 2024
MSIMotorola Solutions, Inc.	$479K	0.13%	0.00%	+1.7%	Q1 2023
INTUIntuit Inc.	$475K	0.13%	0.00%	-1.8%	Q1 2023
CRMSalesforce, Inc.	$470K	0.13%	0.00%	+0.5%	Q1 2023

Premium opens every quarter this fund has filed