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Livermore
Livermore
ZHEN

PFW Advisors LLC

SEC CIK
0001989744
Latest filing
Jul 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 10, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
118
−3 vs. Q4 2025
Portfolio value
$317.9M
−$13.2M (−4.0%) vs. Q4 2025
Filed
Apr 10, 2026
SEC
Holdings of PFW Advisors LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR796$269.0K0.1%+796NewHistory
MELIMercadolibre IncCOM148$255.9K0.1%+18+13.8%AddedHistory
SHELShell plcADR2,737$254.5K0.1%00.0%UnchangedHistory
GGGGraco IncCOM2,935$248.4K0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock1,145$244.6K0.1%+1,145NewHistory
COPConocoPhillipsStock1,844$243.4K0.1%+1,844NewHistory
SPGIS&P Global Inc.Stock568$241.6K0.1%+134+30.9%AddedHistory
ORLYO Reilly Automotive IncStock2,595$239.5K0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock3,303$237.6K0.1%−7−0.2%ReducedHistory
TFCTruist Financial CorpCOM4,951$227.6K0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock1,425$227.6K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock319$226.0K0.1%+319NewHistory
NVSNovartis AGADR1,457$222.6K0.1%00.0%UnchangedHistory
CVXChevron CorpStock1,057$218.7K0.1%+1,057NewHistory
NEMNEWMONT CorpStock1,928$208.7K0.1%+1,928NewHistory
FCNFti Consulting, IncCOM1,161$205.2K0.1%+1,161NewHistory
MANHManhattan Associates IncStock1,534$204.2K0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock450$200.9K0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (13)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of PFW Advisors LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
iShares Core U.S. Aggregate Bond ETF464287226ETF69,051$6.90M2.1%–
iShares Tr46434V613CORE UNIVRSL USD129,289$6.02M1.8%–
EMREmerson Electric CoStock19,098$2.53M0.8%History
SBUXStarbucks CorpStock18,569$1.56M0.5%History
APDAir Products & Chemicals, Inc.Stock3,342$825.5K0.2%History
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS26,295$820.7K0.2%History
HONHoneywell International IncCOM3,896$760.1K0.2%History
SNVSynovus Financial CorpCOM NEW8,473$424.1K0.1%History
IBMInternational Business Machines CorpStock793$234.9K0.1%History
BXBlackstone Inc.COM1,496$230.6K0.1%History
HLIHoulihan Lokey, Inc.CL A1,283$223.5K0.1%History
CRWDCrowdStrike Holdings, Inc.Stock435$203.9K0.1%History
THCTenet Healthcare CorpCOM NEW1,020$202.7K0.1%History