StockDriftsStockDriftsTop 50 Clearwave Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | 4.23% | 183.1K | $7.7M | -0.74%(-1.37K) | $37.67(+17.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.95% | 20.0K | $7.2M | +1.70%(+335) | $279.52(+23.33%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.61% | 143.8K | $6.5M | +12.67%(+16.17K) | $46.04(-2.54%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 3.61% | 132.0K | $6.5M | -15.40%(-24.03K) | $49.69(-0.10%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.48% | 16.7K | $6.3M | +22.96%(+3.12K) | $342.19(+15.07%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.04% | 27.6K | $5.5M | +8.82%(+2.24K) | $186.05(+21.51%) | 2026-06-30 | |
| GLW | CORNING INC | 2.88% | 20.4K | $5.2M | +4.30%(+843) | $90.19(+88.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.8% | 17.6K | $5.1M | +2.26%(+388) | $263.34(+15.96%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.78% | 21.1K | $5.0M | +4.10%(+832) | $224.30(+17.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.62% | 12.7K | $4.8M | +2.03%(+253) | $455.37(+6.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.78% |
Clearwave Capital, LLC reports $181.39M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are FELC (4.2%), GOOGL (4.0%) and FBND (3.6%). The top 20 holdings account for 52.85% of reported assets. Its disclosed equity book has returned +8.14% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clearwave Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111821). View Clearwave Capital, LLC’s 13F filings on SEC