Arkolith/Funds/NWK Group, Inc.

NWK Group, Inc.

CIK 1803054
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

NWK Group, Inc. holds a focused book of 71 reported positions worth $324.2M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ross Stores Inc and trimmed Comfort Systems USA Inc. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +6% (+6.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.5%
+6.7%/yr · since Nov '25
Their reported book
+9.4%
held from quarter-end
S&P 500
+13.7%
same window
$9K$9K$10K$11K$11KNov '25Jan '26Mar '26May '26Jul '26Sep '26
NWK Group, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +9.4%, a 3.8-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning NWK Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
55%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

94% mapped to company sectors

Information Technology
39%
Consumer Discretionary
19%
Industrials
18%
Financials
9%
Health Care
6%
ETFs / funds
6%
Materials
3%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as NWK Group, Inc.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 71$4.5B
Hoffman, Alan N Investment Management9 / 71$161.9M
Swiss Re Ltd33 / 71$1.0B
Mirae Asset Global Investments Co., Ltd.51 / 71$279.7B
Avalon Advisory Group10 / 71$250.0M
Greenbrier Partners Capital Management, LLC8 / 71$1.2B
Prospect Hill Management, LLC7 / 71$235.7M
New World Advisors LLC32 / 71$524.9M

Ranked by the share of each fund's own book sitting in the names it shares with NWK Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

71 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$26.5M132.5K
8.2%
+0.2%
Added · +239 sh
2Alphabet Inc
CAP STK CL A
$25.3M70.8K
7.8%
+0.3%
Added · +230 sh
3Eli Lilly & Co
COM
$18.3M15.2K
5.6%
+0.3%
Added · +53 sh
4Marvell Technology Inc
COM
$17.2M57.9K
5.3%
+0.4%
Added · +230 sh
5Apple Inc
COM
$16.7M57.6K
5.1%
+0.1%
Added · +34 sh
6Ge Vernova Inc
COM
$15.8M13.4K
4.9%
+0.4%
Added · +51 sh
7Amazon Com Inc
COM
$15.5M65.1K
4.8%
+0.3%
Added · +186 sh
8Tesla Inc
COM
$14.8M35.2K
4.6%
+0.5%
Added · +178 sh
9Broadcom Inc
COM
$14.5M38.5K
4.5%
+0.4%
Added · +146 sh
10Costco Wholesale Corporation
COM
$13.9M14.8K
4.3%
+0.3%
Added · +45 sh
11Lam Research Corp
COM NEW
$13.6M31.4K
4.2%
+0.4%
Added · +130 sh
12Ge Aerospace
COM NEW
$11.9M31.8K
3.7%
+0.4%
Added · +122 sh
13Microsoft Corp
COM
$10.9M29.2K
3.4%
+0.4%
Added · +113 sh
14Bank Of NY Mellon Corp
COM
$10.0M69.0K
3.1%
+0.3%
Added · +182 sh
15Comfort Sys USA Inc
COM
$9.0M4.6K
2.8%
−17%
Reduced · −925 sh
16Goldman Sachs Group Inc
COM
$8.7M8.6K
2.7%
+0.4%
Added · +36 sh
17Howmet Aerospace Inc
COM
$8.3M30.7K
2.5%
+0.4%
Added · +123 sh
18Arista Networks Inc
COM SHS
$8.1M47.6K
2.5%
+0.4%
Added · +196 sh
19Visa Inc
COM CL A
$7.5M21.9K
2.3%
+0.3%
Added · +67 sh
20Viking Holdings Ltd
ORD SHS
$7.2M68.3K
2.2%
+0.5%
Added · +347 sh
21Meta Platforms Inc
CL A
$6.7M11.8K
2.1%
+0.4%
Added · +45 sh
22Ross Stores Inc
COM
$5.2M24.5K
1.6%
New
New position
23State STR SPDR S&P 500 ETF T
TR UNIT
$5.2M7.0K
1.6%
−3.4%
Reduced · −248 sh
24Victorias Secret And Co
COMMON STOCK
$5.0M60.0K
1.5%
New
New position
25Cava Group Inc
COM
$4.3M54.6K
1.3%
New
New position
26Invesco QQQ TR
UNIT SER 1
$3.5M4.7K
1.1%
+6.3%
Added · +279 sh
27Vanguard Index FDS
TOTAL STK MKT
$2.5M6.7K
0.8%
Held
28TJX Cos Inc New
COM
$2.3M14.9K
0.7%
−0.4%
Reduced · −58 sh
29Berkshire Hathaway Inc Del
CL A
$1.5M2
0.5%
Held
30Caseys Gen Stores Inc
COM
$1.3M1.7K
0.4%
New
New position
31Ishares TR
CORE S&P TTL STK
$1.3M7.7K
0.4%
Held
32Ishares TR
RUS 1000 GRW ETF
$1.2M9.8K
0.4%
+294%
Added · +7K sh
33Ishares TR
RUSSELL 2000 ETF
$952K3.2K
0.3%
−3.4%
Reduced · −110 sh
34Equinix Inc
COM
$834K800
0.3%
−4.8%
Reduced · −40 sh
35Alphabet Inc
CAP STK CL C
$831K2.4K
0.3%
−11%
Reduced · −287 sh
36Ishares TR
CORE S&P MCP ETF
$762K9.9K
0.2%
−3.1%
Reduced · −321 sh
37Ishares TR
CORE US AGGBD ET
$757K7.6K
0.2%
−3.4%
Reduced · −268 sh
38Dimensional ETF Trust
US TARGETED VLU
$582K8.3K
0.2%
Held
39Ishares TR
CORE S&P500 ETF
$492K657
0.2%
−0.3%
Reduced · −2 sh
40Invesco Exchange Traded FD T
RAFI US 1000 ETF
$459K8.5K
0.1%
Held
41Chevron Corporation
COM
$428K2.6K
0.1%
Held
42Advanced Micro Devices Inc
COM
$397K683
0.1%
New
New position
43Schwab Strategic TR
US LCAP GR ETF
$381K11.3K
0.1%
−2.0%
Reduced · −232 sh
44Walmart Inc
COM
$340K3.0K
0.1%
Held
45PayPal Hldgs Inc
COM
$312K7.2K
0.1%
New
New position
46Schwab Strategic TR
INTL EQTY ETF
$266K9.6K
0.1%
+2.3%
Added · +218 sh
47Ishares TR
RUS 1000 ETF
$262K640
0.1%
Held
48Merck & Co Inc
COM
$257K2.0K
0.1%
Held
49McKesson Corp
COM
$249K330
0.1%
Held
50Snowflake Inc
COM SHS
$241K945
0.1%
New
New position
Showing 50 of 71 positions
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Filing history

As-of date vs the date the SEC received each filing

$324.2M · Q2 2026Q3 2025 · $294.0MQ2 2026 · $324.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d71$324.2M13F-HR
Q1 2026Mar 31, 2026May 7, 202637d66$260.6M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d67$287.9M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d69$294.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.