BROADWATER CAPITAL MANAGEMENT LLC - Portfolio overview

BROADWATER CAPITAL MANAGEMENT LLC has 243 reported holdings in this dataset, with the latest filing dated 2026-02-03.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 11.94%
2. AAPL - APPLE INC, 9.10%
3. MCD - MCDONALDS CORP, 4.88%

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

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