Nearwater Capital Markets, Ltd Top Holdings and 13F Report (2025) About Nearwater Capital Markets, LtdInvestment ActivityNearwater Capital Markets, Ltd has $3.50 billion in total holdings as of December 31, 2024.Nearwater Capital Markets, Ltd owns shares of 78 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $619,291,360Broadcom $322,835,577NVIDIA $242,662,030Mastercard $187,692,717The Goldman Sachs Group $100,781,120 Sector AllocationMap of 500 Largest Holdings ofNearwater Capital Markets, Ltd Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$619,291,3601,052,00017.7%ETFAVGOBroadcom$322,835,5771,392,4939.2%Computer and TechnologyNVDANVIDIA$242,662,0301,807,0006.9%Computer and TechnologyMAMastercard$187,692,717356,4445.4%Business ServicesGSThe Goldman Sachs Group$100,781,120176,0002.9%FinanceMSFTMicrosoft$96,945,000230,0002.8%Computer and TechnologyTSLATesla$95,306,240236,0002.7%Auto/Tires/TrucksWMTWalmart$85,411,288945,3382.4%Retail/WholesaleBACBank of America$83,948,9831,910,1022.4%FinanceJPMJPMorgan Chase & Co.$82,939,660346,0002.4%FinanceMETAMeta Platforms$60,307,530103,0001.7%Computer and TechnologyAAPLApple$57,847,020231,0001.7%Computer and TechnologyMCDMcDonald's$55,129,541190,1741.6%Retail/WholesaleISRGIntuitive Surgical$54,756,214104,9051.6%MedicalGOOGLAlphabet$53,193,300281,0001.5%Computer and TechnologyAMZNAmazon.com$51,556,650235,0001.5%Retail/WholesaleAXPAmerican Express$50,454,300170,0001.4%FinanceBRK.BBerkshire Hathaway$49,544,411109,3021.4%FinanceMSMorgan Stanley$40,453,302321,7731.2%FinanceHONHoneywell International$39,042,828172,8401.1%Multi-Sector ConglomeratesHDHome Depot$38,899,000100,0001.1%Retail/WholesaleCRWDCrowdStrike$37,637,600110,0001.1%Computer and TechnologyWFCWells Fargo & Company$37,578,400535,0001.1%FinanceMUMicron Technology$37,030,400440,0001.1%Computer and TechnologySYKStryker$36,303,842100,8301.0%MedicalRTXRTX$35,294,600305,0001.0%AerospaceABBVAbbVie$35,006,900197,0001.0%MedicalCOPConocoPhillips$34,709,500350,0001.0%Oils/EnergyIBMInternational Business Machines$32,974,500150,0000.9%Computer and TechnologyTJXTJX Companies$32,014,650265,0000.9%Retail/WholesaleCVXChevron$30,412,055209,9700.9%Oils/EnergyPalantir Technologies Inc.$28,759,820380,2700.8%COMXOMExxon Mobil$27,968,200260,0000.8%Oils/EnergyTXNTexas Instruments$26,251,400140,0000.7%Computer and TechnologyCLColgate-Palmolive$25,682,166282,5010.7%Consumer StaplesICEIntercontinental Exchange$25,331,700170,0000.7%FinanceABNBAirbnb$24,967,900190,0000.7%Consumer DiscretionaryMMCMarsh & McLennan Companies$24,324,981114,5190.7%FinanceAMATApplied Materials$23,012,145141,5000.7%Computer and TechnologyPGRProgressive$20,366,85085,0000.6%FinanceCSCOCisco Systems$19,536,000330,0000.6%Computer and TechnologyAccenture plc$17,589,50050,0000.5%SHS CL ACMCSAComcast$17,263,800460,0000.5%Consumer DiscretionaryTAT&T$15,939,000700,0000.5%Computer and TechnologyBMYBristol-Myers Squibb$15,836,800280,0000.5%MedicalTRVTravelers Companies$15,657,85065,0000.4%FinancePGProcter & Gamble$15,088,50090,0000.4%Consumer StaplesPCGPG&E$15,026,068744,6020.4%UtilitiesELVElevance Health$15,003,16340,6700.4%MedicalDEDeere & Company$14,809,58634,9530.4%Industrial ProductsAPOApollo Global Management$14,506,33387,8320.4%FinanceAONAON$14,366,40040,0000.4%FinanceCOFCapital One Financial$14,265,60080,0000.4%FinanceAIGAmerican International Group$13,832,000190,0000.4%FinanceCCitigroup$13,482,712191,5430.4%FinanceORCLOracle$13,331,20080,0000.4%Computer and TechnologyUBERUber Technologies$13,270,400220,0000.4%Computer and TechnologyXELXcel Energy$13,096,382193,9630.4%UtilitiesCMECME Group$12,772,65055,0000.4%FinanceBlackRock, Inc.$12,301,32012,0000.4%COMCOSTCostco Wholesale$11,911,51013,0000.3%Retail/WholesaleTDGTransDigm Group$11,785,7049,3000.3%AerospaceArista Networks, Inc.$11,053,000100,0000.3%COMGEGeneral Electric$10,507,77063,0000.3%TransportationTMOThermo Fisher Scientific$10,404,60020,0000.3%MedicalNXPINXP Semiconductors$10,392,50050,0000.3%Computer and TechnologyTFCTruist Financial$9,979,309230,0440.3%FinanceFCXFreeport-McMoRan$9,973,799261,9170.3%Basic MaterialsCBChubb$9,946,80036,0000.3%FinanceEMREmerson Electric$9,942,28480,2250.3%Industrial ProductsJCIJohnson Controls International$9,939,576125,9290.3%ConstructionBKNGBooking$9,936,8402,0000.3%Retail/WholesaleEQIXEquinix$9,428,90010,0000.3%FinanceADPAutomatic Data Processing$9,074,63031,0000.3%Business ServicesSCHWCharles Schwab$7,401,000100,0000.2%FinanceCTASCintas$6,759,90037,0000.2%Business ServicesGOOGAlphabet$2,856,60015,0000.1%Computer and TechnologyKEYKeyCorp$857,00050,0000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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