Instuitional Investor - Mwa Asset Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Seagate Technology Holdings Plc	STX	11,690	$11,280,623	5.1%
2.	Caterpillar Inc	CAT	9,493	$10,108,813	4.57%
3.	Lam Research Corp	LRCX	19,405	$8,408,708	3.8%
4.	Dell Technologies Inc.	DELL	19,443	$8,388,872	3.79%
5.	Broadcom Inc.	AVGO	21,372	$8,073,451	3.65%