Clearwave Capital, LLC
Net buyer this quarter
$181M
118
+$9.51M
29.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $7.16M | 3.95% | 0.00% | +1.7% | Q4 2025 |
 PULS | $6.54M | 3.61% | 0.75% | -15.4% | Q4 2025 |
 AVGO | $6.31M | 3.48% | 0.00% | +23.0% | Q4 2025 |
 NVDA | $5.52M | 3.04% | 0.00% | +8.8% | Q4 2025 |
 GLW | $5.22M | 2.88% | 0.00% | +4.3% | Q4 2025 |
 AAPL | $5.09M | 2.80% | 0.00% | +2.3% | Q4 2025 |
 AMZN | $5.04M | 2.78% | 0.00% | +4.1% | Q4 2025 |
 MSFT | $4.75M | 2.62% | 0.00% | +2.0% | Q4 2025 |
 MU | $3.86M | 2.13% | 0.00% | +5.0% | Q4 2025 |
 ANET | $3.79M | 2.09% | 0.00% | +7.4% | Q4 2025 |
 AMD | $3.01M | 1.66% | 0.00% | Not reported | Q4 2025 |
 META | $2.78M | 1.54% | Not reported | +17.0% | Q4 2025 |
 COST | $1.95M | 1.07% | 0.00% | +3.1% | Q4 2025 |
 DE | $1.92M | 1.06% | 0.00% | +8.2% | Q4 2025 |
| GOOG | $1.8M | 0.99% | Not reported | +0.1% | Q4 2025 |
 FLTB | $1.62M | 0.89% | 1.18% | +10.7% | Q4 2025 |
 WMT | $1.59M | 0.88% | 0.00% | +2.1% | Q4 2025 |
 IWS | $1.5M | 0.83% | Not reported | -6.0% | Q4 2025 |
 GE | $1.31M | 0.72% | 0.00% | +19.1% | Q4 2025 |
 EIX | $1.3M | 0.72% | 0.00% | +0.8% | Q4 2025 |
 ENB | $1.19M | 0.66% | 0.00% | +0.9% | Q4 2025 |
 PANW | $1.13M | 0.63% | 0.00% | +16.8% | Q4 2025 |
 JPM | $1.07M | 0.59% | 0.00% | +24.5% | Q4 2025 |
 V | $1.03M | 0.57% | 0.00% | +13.3% | Q4 2025 |
 CRWD | $994K | 0.55% | 0.00% | Not reported | Q4 2025 |
 GS | $963K | 0.53% | 0.00% | -1.4% | Q4 2025 |
 AMGN | $915K | 0.50% | 0.00% | +7.2% | Q4 2025 |
 CRWV | $895K | 0.49% | Not reported | Not reported | Q4 2025 |
 MRVL | $878K | 0.48% | 0.00% | 0.0% | Q4 2025 |
 GEV | $851K | 0.47% | 0.00% | +38.6% | Q4 2025 |
 CVX | $823K | 0.45% | 0.00% | +10.3% | Q4 2025 |
 LLY | $796K | 0.44% | 0.00% | +17.8% | Q4 2025 |
 VZ | $744K | 0.41% | 0.00% | +7.7% | Q4 2025 |
 TXN | $744K | 0.41% | 0.00% | +0.3% | Q4 2025 |
 EPD | $739K | 0.41% | 0.00% | +0.9% | Q4 2025 |
 STX | $737K | 0.41% | 0.00% | +11.9% | Q1 2026 |
 CRS | $726K | 0.40% | 0.00% | +10.1% | Q1 2026 |
 JCI | $699K | 0.39% | 0.00% | +0.2% | Q4 2025 |
 KLAC | $697K | 0.38% | 0.00% | +54.1% | Q1 2026 |
 UNH | $685K | 0.38% | 0.00% | +0.6% | Q4 2025 |
 DKS | $666K | 0.37% | 0.00% | +1.0% | Q4 2025 |
 CGCP | $664K | 0.37% | Not reported | +1.3% | Q4 2025 |
 AMKR | $664K | 0.37% | 0.00% | +9.8% | Q1 2026 |
 TSLA | $660K | 0.36% | 0.00% | Not reported | Q4 2025 |
 ETR | $637K | 0.35% | 0.00% | +0.4% | Q4 2025 |
 SHOP | $622K | 0.34% | 0.00% | +36.3% | Q4 2025 |
 URI | $620K | 0.34% | 0.00% | +37.1% | Q4 2025 |
 C | $618K | 0.34% | 0.00% | +12.2% | Q1 2026 |
 HD | $616K | 0.34% | 0.00% | -12.1% | Q4 2025 |
 UPS | $610K | 0.34% | 0.00% | +2.3% | Q4 2025 |
| Q1 2026 | |||||
| PULS | $7.72M | 5.28% | 0.89% | +12.9% | Q4 2025 |
| GOOGL | $5.66M | 3.87% | 0.00% | +4.0% | Q4 2025 |
| MSFT | $4.62M | 3.16% | 0.00% | +144.0% | Q4 2025 |
| NVDA | $4.42M | 3.02% | 0.00% | +3.2% | Q4 2025 |
| AAPL | $4.36M | 2.98% | 0.00% | +2.8% | Q4 2025 |
| AMZN | $4.23M | 2.89% | 0.00% | +14.2% | Q4 2025 |
| AVGO | $4.21M | 2.88% | 0.00% | +7.4% | Q4 2025 |
| GLW | $2.67M | 1.82% | 0.00% | +3.9% | Q4 2025 |
| ANET | $2.55M | 1.74% | 0.00% | +6.5% | Q4 2025 |
| META | $2.42M | 1.65% | Not reported | +13.6% | Q4 2025 |
| COST | $2.01M | 1.38% | 0.00% | +2.9% | Q4 2025 |
| WMT | $1.71M | 1.17% | 0.00% | +2.0% | Q4 2025 |
| DE | $1.58M | 1.08% | 0.00% | +5.1% | Q4 2025 |
| FLTB | $1.46M | 1.00% | 1.06% | +11.6% | Q4 2025 |
| GOOG | $1.46M | 1.00% | Not reported | +0.1% | Q4 2025 |
| IWS | $1.42M | 0.97% | Not reported | +2.0% | Q4 2025 |
| EIX | $1.27M | 0.87% | 0.00% | +0.9% | Q4 2025 |
| ENB | $1.18M | 0.81% | 0.00% | +0.6% | Q4 2025 |
| MU | $1.08M | 0.74% | 0.00% | -11.1% | Q4 2025 |
| AMD | $1.05M | 0.72% | 0.00% | +10.7% | Q4 2025 |
| CVX | $932K | 0.64% | 0.00% | +6.2% | Q4 2025 |
| GE | $835K | 0.57% | 0.00% | +8.2% | Q4 2025 |
| AMGN | $830K | 0.57% | 0.00% | +5.6% | Q4 2025 |
| VZ | $819K | 0.56% | 0.00% | +5.1% | Q4 2025 |
| GS | $817K | 0.56% | 0.00% | +0.4% | Q4 2025 |
| V | $800K | 0.55% | 0.00% | +7.7% | Q4 2025 |
| JPM | $770K | 0.53% | 0.00% | +18.6% | Q4 2025 |
| EPD | $754K | 0.52% | 0.00% | +0.2% | Q4 2025 |
| CRWV | $696K | 0.48% | Not reported | +66.8% | Q4 2025 |
| CGCP | $657K | 0.45% | Not reported | +0.7% | Q4 2025 |
| HD | $653K | 0.45% | 0.00% | +0.6% | Q4 2025 |
| JCI | $625K | 0.43% | 0.00% | +0.2% | Q4 2025 |
| ETR | $620K | 0.42% | 0.00% | +0.4% | Q4 2025 |
| TSLA | $584K | 0.40% | 0.00% | -1.2% | Q4 2025 |
| DKS | $577K | 0.39% | 0.00% | Not reported | Q4 2025 |
 CB | $549K | 0.38% | 0.00% | +0.4% | Q4 2025 |
| UPS | $545K | 0.37% | 0.00% | -0.1% | Q4 2025 |
 VLO | $540K | 0.37% | 0.00% | +0.1% | Q4 2025 |
 SO | $527K | 0.36% | 0.00% | -0.4% | Q4 2025 |
| LLY | $517K | 0.35% | 0.00% | +17.1% | Q4 2025 |
| CRWD | $508K | 0.35% | 0.00% | Not reported | Q4 2025 |
 PG | $499K | 0.34% | 0.00% | +8.4% | Q4 2025 |
 RITM | $496K | 0.34% | 0.01% | +0.7% | Q4 2025 |
| TXN | $483K | 0.33% | 0.00% | +0.4% | Q4 2025 |
| SHOP | $474K | 0.32% | 0.00% | Not reported | Q4 2025 |
| GEV | $457K | 0.31% | 0.00% | Not reported | Q4 2025 |
| PANW | $456K | 0.31% | 0.00% | +146.5% | Q4 2025 |
| C | $446K | 0.31% | 0.00% | New | Q1 2026 |
 SPY | $444K | 0.30% | Not reported | +0.3% | Q4 2025 |
| UNH | $444K | 0.30% | 0.00% | +0.7% | Q4 2025 |
| Q4 2025 | |||||
| PULS | $6.85M | 5.06% | 0.79% | New | Q4 2025 |
| GOOGL | $5.93M | 4.38% | 0.00% | New | Q4 2025 |
| NVDA | $4.58M | 3.39% | 0.00% | New | Q4 2025 |
| AAPL | $4.54M | 3.35% | 0.00% | New | Q4 2025 |
| AVGO | $4.38M | 3.23% | 0.00% | New | Q4 2025 |
| AMZN | $4.1M | 3.03% | 0.00% | New | Q4 2025 |
| ANET | $2.56M | 1.89% | 0.00% | New | Q4 2025 |
| MSFT | $2.48M | 1.83% | 0.00% | New | Q4 2025 |
| META | $2.46M | 1.81% | Not reported | New | Q4 2025 |
| COST | $1.69M | 1.25% | 0.00% | New | Q4 2025 |
| GLW | $1.65M | 1.22% | 0.00% | New | Q4 2025 |
| GOOG | $1.59M | 1.18% | Not reported | New | Q4 2025 |
| WMT | $1.5M | 1.11% | 0.00% | New | Q4 2025 |
| IWS | $1.34M | 0.99% | Not reported | New | Q4 2025 |
| FLTB | $1.32M | 0.98% | 0.95% | New | Q4 2025 |
| DE | $1.24M | 0.92% | 0.00% | New | Q4 2025 |
| ENB | $1.04M | 0.77% | 0.00% | New | Q4 2025 |
| EIX | $1.03M | 0.76% | 0.00% | New | Q4 2025 |
| MU | $1.02M | 0.76% | 0.00% | New | Q4 2025 |
| AMD | $1M | 0.74% | 0.00% | New | Q4 2025 |
| V | $861K | 0.64% | 0.00% | New | Q4 2025 |
| GS | $844K | 0.62% | 0.00% | New | Q4 2025 |
| GE | $838K | 0.62% | 0.00% | New | Q4 2025 |
| AMGN | $731K | 0.54% | 0.00% | New | Q4 2025 |
| TSLA | $715K | 0.53% | 0.00% | New | Q4 2025 |
| JPM | $712K | 0.53% | 0.00% | New | Q4 2025 |
 CRDO | $708K | 0.52% | 0.00% | New | Q4 2025 |
 COHR | $686K | 0.51% | 0.00% | New | Q4 2025 |
| HD | $680K | 0.50% | 0.00% | New | Q4 2025 |
| CGCP | $661K | 0.49% | Not reported | New | Q4 2025 |
| CVX | $646K | 0.48% | 0.00% | New | Q4 2025 |
| SHOP | $644K | 0.48% | 0.00% | New | Q4 2025 |
| EPD | $637K | 0.47% | 0.00% | New | Q4 2025 |
| VZ | $632K | 0.47% | 0.00% | New | Q4 2025 |
| CRWD | $610K | 0.45% | 0.00% | New | Q4 2025 |
| DKS | $576K | 0.43% | 0.00% | New | Q4 2025 |
| JCI | $570K | 0.42% | 0.00% | New | Q4 2025 |
| RITM | $566K | 0.42% | 0.01% | New | Q4 2025 |
| UPS | $550K | 0.41% | 0.00% | New | Q4 2025 |
| UNH | $537K | 0.40% | 0.00% | New | Q4 2025 |
| CB | $524K | 0.39% | 0.00% | New | Q4 2025 |
| LLY | $517K | 0.38% | 0.00% | New | Q4 2025 |
| ETR | $508K | 0.38% | 0.00% | New | Q4 2025 |
 MTZ | $492K | 0.36% | 0.00% | New | Q4 2025 |
 IBM | $482K | 0.36% | 0.00% | New | Q4 2025 |
| SO | $478K | 0.35% | 0.00% | New | Q4 2025 |
| SPY | $464K | 0.34% | Not reported | New | Q4 2025 |
| PG | $457K | 0.34% | 0.00% | New | Q4 2025 |
| TXN | $430K | 0.32% | 0.00% | New | Q4 2025 |
 PLTR | $426K | 0.31% | 0.00% | New | Q4 2025 |