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Rwwm, Inc. Top Holdings and 13F Report (2026)

About Rwwm, Inc.

Investment Activity

  • Rwwm, Inc. has $1.35 billion in total holdings as of June 30, 2026.
  • Rwwm, Inc. owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 8.30% of the portfolio was purchased this quarter.
  • About 9.15% of the portfolio was sold this quarter.
  • This quarter, Rwwm, Inc. has purchased 34 new stocks and bought additional shares in 12 stocks.
  • Rwwm, Inc. sold shares of 18 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Alibaba Group
$212,822,597
Berkshire Hathaway
$128,071,818
Whirlpool
$123,795,317

Largest New Holdings this Quarter

227046109 - Crocs
$19,340,522 Holding
88034P109 - Tencent Music Entertainment Group
$8,912,662 Holding
084670108 - Berkshire Hathaway
$748,850 Holding
02079K107 - Alphabet
$287,964 Holding
863667101 - Stryker
$252,722 Holding

Largest Purchases this Quarter

Whirlpool
717,801 shares (about $28.30M)
Crocs
160,316 shares (about $19.34M)
lululemon athletica
162,196 shares (about $18.52M)
iShares 0-3 Month Treasury Bond ETF
124,462 shares (about $12.53M)
Adobe
53,646 shares (about $11.00M)

Largest Sales this Quarter

Carter's
898,314 shares (about $36.97M)
Polaris
388,750 shares (about $26.61M)
Helen of Troy
699,218 shares (about $20.33M)
Kraft Heinz
854,988 shares (about $20.19M)
Daily Journal Corp. (S.C.)
6,265 shares (about $3.77M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRwwm, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Daily Journal Corp. (S.C.) stock logo
DJCO
Daily Journal Corp. (S.C.)
$212,998,611$3,766,455 â–¼-1.7%354,29515.7%Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$212,822,597$5,335,240 â–²2.6%2,217,36415.7%Consumer Discretionary
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$138,851,480$3,400,388 â–¼-2.4%1,680,19710.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$128,071,818$6,180,317 â–²5.1%255,9449.5%Finance
Whirlpool Corporation stock logo
WHR
Whirlpool
$123,795,317$28,295,715 â–²29.6%3,140,4199.1%Consumer Discretionary
Fox Factory Holding Corp. stock logo
FOXF
Fox Factory
$91,192,805$2,565,100 â–¼-2.7%5,381,6946.7%Consumer Discretionary
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$85,090,263$12,529,583 â–²17.3%845,2406.3%ETF
Carter's, Inc. stock logo
CRI
Carter's
$59,436,892$36,974,604 â–¼-38.4%1,444,0454.4%Consumer Discretionary
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$55,497,788$20,194,816 â–¼-26.7%2,349,6104.1%Consumer Staples
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$41,224,361$2,731,529 â–¼-6.2%301,5243.0%Energy
Polaris Inc. stock logo
PII
Polaris
$34,165,971$26,606,027 â–¼-43.8%499,2112.5%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$33,701,984$115,263 â–¼-0.3%90,3492.5%Technology
lululemon athletica inc. stock logo
LULU
lululemon athletica
$26,898,639$18,519,540 â–²221.0%235,5812.0%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$21,353,038$10,998,503 â–²106.2%104,1511.6%Technology
Crocs, Inc. stock logo
CROX
Crocs
$19,340,522$19,340,522 â–²New Holding160,3161.4%Consumer Discretionary
AMC Networks Inc. stock logo
AMCX
AMC Networks
$13,991,451$1,207,770 â–¼-7.9%1,401,9491.0%Communication Services
Helen of Troy Limited stock logo
HELE
Helen of Troy
$13,796,942$20,326,268 â–¼-59.6%474,6111.0%Consumer Discretionary
H&R Block, Inc. stock logo
HRB
H&R Block
$11,282,038$2,440,243 â–¼-17.8%296,2720.8%Consumer Discretionary
Tencent Music Entertainment Group Sponsored ADR stock logo
TME
Tencent Music Entertainment Group
$8,912,662$8,912,662 â–²New Holding1,054,4030.7%Communication Services
Winnebago Industries, Inc. stock logo
WGO
Winnebago Industries
$4,053,598$1,139,195 â–¼-21.9%129,7570.3%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,040,295$86,063 â–²2.2%4,3190.3%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$2,268,872$161,752 â–²7.7%7,8410.2%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,793,557$2,531 â–¼-0.1%6,3780.1%Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$1,279,758$15,342 â–¼-1.2%6,0060.1%Industrials
Invesco Short Term Treasury ETF stock logo
TBLL
Invesco Short Term Treasury ETF
$1,233,480$25,548 â–¼-2.0%11,6840.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,184,333$35,816 â–²3.1%5,9190.1%Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$905,7310.0%7,1690.1%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$748,850$748,850 â–²New Holding10.1%Finance
Accenture PLC stock logo
ACN
Accenture
$492,782$24,017 â–¼-4.6%3,9600.0%Technology
Chevron Corporation stock logo
CVX
Chevron
$452,193$17,405 â–²4.0%2,7280.0%Energy
Starbucks Corporation stock logo
SBUX
Starbucks
$416,833$511 â–²0.1%4,0790.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$287,964$287,964 â–²New Holding8150.0%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$285,327$8,238 â–¼-2.8%3810.0%ETF
Stryker Corporation stock logo
SYK
Stryker
$252,722$252,722 â–²New Holding8030.0%Healthcare
US Foods Holding Corp. stock logo
USFD
US Foods
$218,508$218,508 â–²New Holding2,1370.0%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$216,209$216,209 â–²New Holding6050.0%Communication Services
Oracle Corporation stock logo
ORCL
Oracle
$213,963$3,957 â–¼-1.8%1,4600.0%Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$207,706$606 â–²0.3%1,3710.0%Consumer Discretionary
Xponential Fitness, Inc. stock logo
XPOF
Xponential Fitness
$207,6000.0%30,0000.0%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$202,827$202,827 â–²New Holding8510.0%Consumer Discretionary
First American Financial Corporation stock logo
FAF
First American Financial
$0$1,751,847 â–¼-100.0%00.0%Finance
Wabash National Corporation stock logo
WNC
Wabash National
$0$477,333 â–¼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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