Bawa N Mallick Trust - Portfolio overview

Bawa N Mallick Trust has 69 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STR SPDR S&P 500 ETF T, 28.61%
  2. QQQ - INVESCO QQQ TR, 15.76%
  3. IWF - ISHARES TR, 3.41%

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

Explore securities or join Upside Invest to compare portfolios.