Fund Holdings

NWK Group, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
HOWMET AEROSPACE INC(HWM)030,624+30,62407,057,6072.71%+7,057,607
COMFORT SYS USA INC(FIX)1,7625,480+3,7181,644,4577,556,8652.90%+5,912,408
ARISTA NETWORKS INC(ANET)047,442+47,44205,824,9292.24%+5,824,929
MARVELL TECHNOLOGY INC(MRVL)057,665+57,66505,711,7182.19%+5,711,718
GE VERNOVA INC(GEV)13,48613,374-1128,814,04511,674,1654.48%+2,860,120
COSTCO WHOLESALE CORPORATION(COST)14,92114,797-12412,866,97514,744,1755.66%+1,877,200
LAM RESEARCH CORP(LRCX)31,30531,248-575,358,7906,676,4482.56%+1,317,658
EXXON MOBIL CORP01,249+1,2490211,9050.08%+211,905
NETFLIX INC.(NFLX)80,38380,153-2307,536,7107,706,7112.96%+170,001
TJX COS INC NEW(TJX)14,67715,002+3252,254,5342,395,8190.92%+141,285
CHEVRON CORPORATION(CVX)2,5852,5850393,980534,8370.21%+140,857
SCHWAB STRATEGIC TR4,0989,372+5,27498,516231,9570.09%+133,441
VIKING HOLDINGS LTD(VIK)68,47767,988-4894,889,9434,995,7581.92%+105,815
BANK NEW YORK MELLON CORP69,72268,800-9228,094,0278,161,7443.13%+67,717
SCHWAB STRATEGIC TR1,4163,524+2,10841,928107,4820.04%+65,554
ISHARES TR01,049+1,049059,5730.02%+59,573
EQUINIX INC(EQIX)1,005840-165769,991823,4020.32%+53,411
WALMART INC(WMT)3,0003,0000334,230372,8400.14%+38,610
MERCK & CO INC(MRK)2,0002,0000210,520240,5800.09%+30,060
DIMENSIONAL ETF TRUST
US TARGETED VLU
8,3298,3290495,909520,1460.20%+24,237
ISHARES TR3,2433,279+36798,297813,1920.31%+14,895
MCKESSON CORP(MCK)3303300270,696285,5690.11%+14,873
SCHWAB STRATEGIC TR4,9525,137+185148,907159,0420.06%+10,135
SCHWAB STRATEGIC TR1,5421,897+35540,44747,6150.02%+7,168
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
8,5008,5000398,820404,0050.16%+5,185
ISHARES TR5757010,32910,8070.00%+478
SCHWAB STRATEGIC TR27827807,9178,0840.00%+167
ISHARES TR149149014,30814,4720.01%+164
ISHARES TR128128012,32312,4450.00%+122
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
900900042,00842,0660.02%+58
SCHWAB STRATEGIC TR22066660.00%0
ISHARES TR535304,6194,5950.00%-24
ISHARES TR454504,3274,2950.00%-32
ISHARES TR414104,5184,4690.00%-49
VANGUARD INDEX FDS171708,2947,4250.00%-869
VANGUARD INDEX FDS4024020116,723115,5010.04%-1,222
EMERSON ELEC CO(EMR)1,6501,6500218,988216,1830.08%-2,805
ISHARES TR2932930113,347108,6090.04%-4,738
ISHARES TR7,9237,914-9791,349785,6230.30%-5,726
SCHWAB STRATEGIC TR6,2416,2410167,945160,0190.06%-7,926
BERKSHIRE HATHAWAY INC DEL3573570179,446171,0740.07%-8,372
ISHARES TR6406400239,002228,1980.09%-10,804
ISHARES TR10,64110,202-439702,306688,9410.26%-13,365
ISHARES TR670659-11458,910430,4650.17%-28,445
ISHARES TR7,7047,70401,145,5081,097,2810.42%-48,227
SCHWAB STRATEGIC TR11,90411,504-400388,311335,1140.13%-53,197
ALPHABET INC(GOOG)2,6402,6400828,432757,3100.29%-71,122
BERKSHIRE HATHAWAY INC DEL2201,509,6001,436,2800.55%-73,320
VERISK ANALYTICS INC(VRSK)2,1672,1670484,736411,1880.16%-73,548
VANGUARD INDEX FDS6,7116,71102,249,9972,152,9560.83%-97,041
INVESCO QQQ TR4,5564,450-1062,798,5002,568,2140.99%-230,286
ISHARES TR2,7662,498-2681,309,1481,065,1470.41%-244,001
CELESTICA INC(CLS)17,97517,938-375,313,5905,052,7761.94%-260,814
GOLDMAN SACHS GROUP INC(GS)8,5668,572+67,529,5147,251,8262.78%-277,688
STATE STR SPDR S&P 500 ETF T(SPY)7,2877,200-874,968,8574,682,5541.80%-286,303
GE AEROSPACE(GE)31,88031,673-2079,819,9968,987,8473.45%-832,149
META PLATFORMS INC(META)11,87111,774-977,835,9286,736,2592.59%-1,099,669
VISA INC(V)21,98221,825-1577,709,3076,596,3882.53%-1,112,919
APPLE INC(AAPL)57,89557,566-32915,739,33514,609,6755.61%-1,129,660
BROADCOM INC(AVGO)38,40538,319-8613,291,97111,860,1144.55%-1,431,857
AMAZON COM INC(AMZN)65,76864,949-81915,180,57013,526,9285.19%-1,653,642
NVIDIA CORPORATION(NVDA)132,915132,222-69324,788,68323,059,5508.85%-1,729,133
ALPHABET INC(GOOG)70,98770,616-37122,218,93120,306,3377.79%-1,912,594
ELI LILLY & CO(LLY)15,36715,174-19316,514,60813,956,5905.36%-2,558,018
TESLA INC(TSLA)35,13735,032-10515,801,81213,023,1465.00%-2,778,666
MICROSOFT CORP(MSFT)29,52429,127-39714,278,39710,781,9424.14%-3,496,455
VISTRA CORP(VST)27,3240-27,3244,408,1810-4,408,181
DOORDASH INC(DASH)21,4690-21,4694,862,2990-4,862,299
AMERICAN EXPRESS CO(AXP)17,7460-17,7466,565,1330-6,565,133
SPOTIFY TECHNOLOGY S A(SPOT)11,6380-11,6386,758,3030-6,758,303
BOSTON SCIENTIFIC CORP(BSX)72,9580-72,9586,956,5450-6,956,545
ULTA BEAUTY INC(ULTA)13,4200-13,4208,119,2340-8,119,234
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