Nearwater Capital Markets, Ltd Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.5T

Holdings

78

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (78 positions)

StockValue
IVViShares Core S&P 500 ETF
$619.3M
AVGOBROADCOM Inc
$322.8M
NVDANVIDIA Corporation
$242.7M
MAMastercard Incorporated
$187.7M
GSThe Goldman Sachs Group, Inc.
$100.8M
MSFTMicrosoft Corporation
$96.9M
TSLATesla, Inc
$95.3M
WMTWalmart Inc.
$85.4M
BACBank America Corp
$83.9M
JPMJPMorgan Chase & Co
$82.9M
METAMeta Platforms, Inc
$60.3M
AAPLApple Inc.
$57.8M
MCDMcDonald's Corporation
$55.1M
ISRGIntuitive Surgical, Inc.
$54.8M
GOOGLAlphabet Inc.
$53.2M
AMZNAmazon.com, Inc.
$51.6M
AXPAmerican Express Company
$50.5M
BRK/BBerkshire Hathaway Inc
$49.5M
DWDMorgan Stanley
$40.5M
HONHoneywell International Inc
$39.0M
HDThe Home Depot, Inc
$38.9M
CRWDCrowdStrike Holdings, Inc
$37.6M
WFCWells Fargo & Company
$37.6M
MUMicron Technology, Inc
$37.0M
SYKStryker Corporation
$36.3M
RTXRaytheon Technologies Corporation
$35.3M
ABBVAbbVie Inc
$35.0M
COPConocoPhillips
$34.7M
IBMInternational Business Machines Corporation (IBM)
$33.0M
TJXThe TJX Companies, Inc.
$32.0M
CVXChevron Corporation
$30.4M
PLTRPalantir Technologies Inc.
$28.8M
XOMExxon Mobil Corporation
$28.0M
TXNTexas Intrs Inc.
$26.3M
CLColgate-Palmolive Company
$25.7M
ICEIntercontinental Exchange Inc.
$25.3M
ABNBAirbnb, Inc.
$25.0M
MRSHMarsh & McLennan Companies, Inc.
$24.3M
AMATApplied Materials, Inc.
$23.0M
PGRProgressive Corporation
$20.4M
CSCOCisco Systems, Inc.
$19.5M
ACNAccenture plc
$17.6M
CMCSAComcast Corporation
$17.3M
TAT&T Inc.
$15.9M
BMYBristol-Myers Squibb Co
$15.8M
TRVThe Travelers Companies, Inc
$15.7M
PGProcter & Gamble Co
$15.1M
PCGPG&E Corporation
$15.0M
ELVElevance Health, Inc
$15.0M
DEDeere & Company
$14.8M
APOApollo Global Management, Inc
$14.5M
AONAon plc
$14.4M
COFCapital One Financial Corporation
$14.3M
AIGAmerican International Group, Inc.
$13.8M
TRVCCitigroup Inc
$13.5M
ORCLOracle Corporation
$13.3M
UBERUber Technologies, Inc
$13.3M
XELXcel Energy Inc
$13.1M
CMECME Group Inc
$12.8M
BLKBlackRock, Inc.
$12.3M
COSTCostco Wholesale Corporation
$11.9M
T7DTransDigm Group Inc
$11.8M
ANETArista Networks, Inc.
$11.1M
GEGeneral Electric Company
$10.5M
TMOThermo Fisher Scientific Inc
$10.4M
NXPINXP Semiconductors N.V
$10.4M
TFCTruist Finl Corp
$10.0M
FCXFreeport-McMoRan Inc.
$10.0M
CBChubb Limited
$9.9M
EMREmerson Electric Co.
$9.9M
JCIJohnson Controls International plc
$9.9M
BKNGBooking Holdings Inc
$9.9M
EQIXEquinix, Inc
$9.4M
ADPAutomatic Data Processing Inc
$9.1M
SCHWThe Charles Schwab Corporation
$7.4M
CITCintas Corporation
$6.8M
GOOGAlphabet Inc.
$2.9M
KEYKeyCorp
$857K