Hwg Holdings Lp Buys Big in Q2: Focus on Tech & Growth Stocks

Investor Activity Overview

Hwg Holdings Lp managed a substantial portfolio valued at approximately $439.9 million as of June 30th, 2026.

Significant Purchases This Quarter

This quarter saw considerable buying activity by Hwg Holdings Lp (investor). Notably, the investor significantly increased their position in QQQ, adding over 21,445 shares which represented a massive 232.29% increase from the previous period.

• QQQ allocation jumped to 5.11%
• The position in AMAZON.COM INC (AMZN), a Consumer Cyclical stock, increased dramatically by 305.99% due to adding over 66,000 shares.
• BROADCOM INC (AVGO) experienced an 81.02% increase in its position through share growth.
• The APPLE INC (AAPL) holding also saw a substantial rise of about 120.77%, adding roughly 24,552 shares.
• KLA CORP (KLAC), another Technology stock, was added with significant growth, increasing by over 936% in the quarter.

Major Sales and Exits

Hwg Holdings Lp also demonstrated a willingness to sell or reduce positions during this period. The most notable sale occurred in MUELLER INDS INC (MLI), where the position decreased by 51.74%.

• The investor completely exited their position in CHEVRON CORP (CVX), reducing its allocation to 0.12%, following a large reduction.
• They also significantly reduced their position in FIRST TRUST EUROZONE ALPHADEX ETF (FEUZ) by over 83.62%.

• ISHARES CORE S&P MID CAP ETF (IJH) was added with a significant increase of 324.37%.
• TEREX CORP (TEX), an Industrials stock, saw its position grow by 100%, indicating a new or substantially increased holding.
• KODIAK GAS SERVICES INC (KGS) was added as a new holding within the Energy sector.
• AMPHENOL CORP CLA (APH), MERCURY SYSTEMS INC (MRCY), and HOWMET AEROSPACE INC (HWM) were all added with substantial share increases, often exceeding 100%.

Despite the changes, several core holdings remained significant for Hwg Holdings Lp. The investor continued to hold large allocations in ISHARES CORE S&P 500 ETF (IVV) at approximately 17.26% of the portfolio, and in JPMORGAN CHASE & CO (JPM), a Financial Services stock now accounting for about 3.84%. Other stable sectors include Technology (~20.74%) and Industrials (~17.24%).

In summary, the portfolio of Hwg Holdings Lp underwent significant changes in Q2 2026. The investor focused on acquiring substantial positions in major Technology companies like AVGO, AAPL, and KLAC, as well as the broader Technology sector via its holdings of IVV and IJH (which experienced a large increase). Conversely, they sold their position in CVX entirely and significantly reduced others like MLI and FEUZ. These actions suggest a strategic shift towards growth-oriented Technology stocks while exiting some other sectors or specific positions.