Nearwater Capital Markets, Ltd - Portfolio overview

Nearwater Capital Markets, Ltd has 184 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 10.24%
2. SPDW - ST STR SPDR POR DE WO EX US ETF, 3.38%
3. AAPL - APPLE ORD, 3.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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