StockDriftsStockDriftsTop 50 ICW Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.84% | 28.0K | $8.1M | -0.32%(-89) | $93.83(+225.46%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.45% | 18.5K | $7.0M | -1.27%(-238) | $71.10(+453.81%) | 2026-06-30 | |
| CASY | CASEYS GEN STORES INC | 2.39% | 8.6K | $6.8M | -0.99%(-86) | $169.63(+399.01%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.33% | 33.2K | $6.7M | +0.43%(+141) | $106.34(+112.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.28% | 17.4K | $6.5M | +0.70%(+122) | $201.33(+141.43%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.23% | 17.8K | $6.4M | -0.22%(-40) | $113.05(+204.93%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.14% | 24.3K | $6.1M | +0.24%(+59) | $92.10(+170.81%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.1% | 8.8K | $6.0M | +3.27%(+277) | $451.54(+57.83%) | 2026-06-30 | |
| V | VISA INC | 2.06% | 17.1K | $5.9M | -0.24%(-41) | $195.07(+85.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.03% | 24.3K | $5.8M | -0.34%(-83) | $170.61(+53.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.38% | +8.44% | +49.94% |
| Top 20 Holdings Unweighted | +11.53% | +38.74% | +8.62% | +51.19% |
ICW Investment Advisors LLC reports $285.69M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.8%), AVGO (2.5%) and CASY (2.4%). The top 20 holdings account for 38.09% of reported assets. Its disclosed equity book has returned +38.38% on a three-year cumulative basis. 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 ICW Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1794820). View ICW Investment Advisors LLC’s 13F filings on SEC