13FBOX
SNOWWATER INVESTMENT PARTNERS, LLC · 13F Holdings
Options Calculator Rankings

SNOWWATER INVESTMENT PARTNERS, LLC

No.8276 Data as of 2026Q2
Latest AUM (Q2 2026)
$144.6M
QoQ Change Q1 2026
+$38.6M+36.4%
Holdings
98
New Buys
13
Adds
34
Reduces
36
Exits
4
Unchanged
15
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UDR INC COMUDR
14.47%0.35%$20.9M524,198$366,51310,850+513,348+4,731.32%Add
IINVESCO QQQ TRVOO
6.02%6.35%$8.7M11,803$6.7M11,668+135+1.16%Add
GGENERAL DYNAMICS CORPVTI
5.9%6.98%$8.5M23,073$7.4M23,07300.00%Unchanged
ALPHABET INCGOOGL
4.43%4.97%$6.4M17,914$5.3M18,326-412-2.25%Reduce
AMAZON COM INCAMZN
4.28%5.13%$6.2M26,002$5.4M26,149-147-0.56%Reduce
LAM RESEARCH CORPLRCX
3.73%2.86%$5.4M12,448$3.0M14,184-1,736-12.24%Reduce
APPLE INCAAPL
3.68%4.25%$5.3M18,395$4.5M17,770+625+3.52%Add
JPMORGAN CHASE & COJPM
3.19%3.85%$4.6M14,092$4.1M13,875+217+1.56%Add
SSTATE STR SPDR S&P 500 ETF TSPY
3.12%3.7%$4.5M6,026$3.9M6,025+1+0.02%Add
VVICOR CORPVICR
3.11%2.28%$4.5M11,830$2.4M15,023-3,193-21.25%Reduce
VVANGUARD SPECIALIZED FUNDSVIG
3.08%3.82%$4.5M18,850$4.1M18,85000.00%Unchanged
VVANGUARD MIDVO
2.25%2.73%$3.3M40,369$2.9M10,072+30,297+300.80%Add
NVIDIA CORPORATIONNVDA
2.23%2.62%$3.2M16,125$2.8M15,915+210+1.32%Add
VVANGUARD WORLD FDVGT
2.16%2.23%$3.1M26,122$2.4M3,384+22,738+671.93%Add
MICROSOFT CORPMSFT
1.82%2.42%$2.6M7,060$2.6M6,929+131+1.89%Add
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.45%1.75%$2.1M4,000$1.9M4,00000.00%Unchanged
PROGRESSIVE CORPPGR
1.37%1.69%$2.0M9,038$1.8M9,031+7+0.08%Add
MARRIOTT INTL INC NEWMAR
1.29%1.61%$1.9M5,036$1.7M5,232-196-3.75%Reduce
AAlphabet Inc Class CGOOG
1.22%1.36%$1.8M4,998$1.4M5,011-13-0.26%Reduce
VVANGUARD INDEX FDSVOO
1.15%1.84%$1.7M2,413$2.0M3,267-854-26.14%Reduce
IISHARES TRDGRO
1.1%1.21%$1.6M20,978$1.3M18,225+2,753+15.11%Add
COSTCO WHOLESALE CORPORATIONCOST
1.06%1.57%$1.5M1,638$1.7M1,669-31-1.86%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
1.04%1.35%$1.5M2$1.4M200.00%Unchanged
CHEVRON CORPORATIONCVX
1.03%1.66%$1.5M8,947$1.8M8,506+441+5.18%Add
NEWMONT CORPNEM
1.02%1.62%$1.5M15,771$1.7M15,830-59-0.37%Reduce
IISHARES TRDVY
1%1.32%$1.4M9,220$1.4M9,260-40-0.43%Reduce
ELI LILLY & COLLY
0.89%0.97%$1.3M1,077$1.0M1,116-39-3.49%Reduce
VVANGUARD INDEX FDSVB
0.77%0.91%$1.1M3,667$960,3373,66700.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.76%0.97%$1.1M2,201$1.0M2,156+45+2.09%Add
ABBVIE INCABBV
0.71%0.78%$1.0M4,107$830,3773,818+289+7.57%Add
DANAHER CORP DEL COMDHR
0.67%0.79%$972,9155,097$837,7104,409+688+15.60%Add
CROWDSTRIKE HLDGS INCCRWD
0.65%0.48%$935,6101,226$508,7041,303-77-5.91%Reduce
DIGITAL RLTY TR INC COMDLR
0.64%0.9%$931,4815,187$957,9965,316-129-2.43%Reduce
IISHARES TRIGRO
0.6%0.59%$873,9289,939$625,1517,463+2,476+33.18%Add
CVS HEALTH CORPCVS
0.57%0.5%$828,7388,011$533,7667,432+579+7.79%Add
VISA INCV
0.55%0.61%$797,3412,324$645,5852,136+188+8.80%Add
VVANGUARD INDEX FDSVTV
0.53%0.65%$762,7553,500$686,7003,50000.00%Unchanged
INTEL CORPINTC
0.52%0.21%$747,8585,356$223,0775,055+301+5.95%Add
VISTRA CORPVST
0.51%0.66%$743,1824,685$703,0934,677+8+0.17%Add
MCDONALDS CORPMCD
0.5%0.82%$721,9982,671$870,2122,800-129-4.61%Reduce
L3HARRIS TECHNOLOGIES INCLHX
0.48%0.78%$701,4842,414$828,7052,401+13+0.54%Add
MERCK & CO INCMRK
0.45%0.56%$645,0884,988$597,6454,934+54+1.09%Add
BUNGE GLOBAL SABG
0.44%0.72%$640,1675,998$763,2006,000-2-0.03%Reduce
PHILLIPS 66PSX
0.41%0.6%$597,0853,532$639,4523,510+22+0.63%Add
EXXON MOBIL CORPXOM
0.41%0.78%$586,9394,293$822,3424,847-554-11.43%Reduce
PROCTER & GAMBLE COPG
0.4%0.63%$575,2693,923$664,1354,598-675-14.68%Reduce
VVANGUARD WHITEHALL FDSVNQ
0.39%0.51%$569,6186,100$539,6066,10000.00%Unchanged
VVANGUARD HEALTHVHT
0.39%0.49%$565,1291,890$514,7041,89000.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVGK
0.39%0.49%$558,6876,310$520,1336,31000.00%Unchanged
HONEYWELL INTL INCHON
0.36%0.98%$515,1942,301$1.0M4,599-2,298-49.97%Reduce

🧭 Institutional Sector Flow Heatmap

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