Henson-Edgewater Management, LLC - Portfolio overview

Henson-Edgewater Management, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-30.

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. AAPL - APPLE INC, 13.56%
2. PLTR - PALANTIR TECHNOLOGIES INC, 7.13%
3. BAC - BANK AMERICA CORP, 5.84%

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

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