BROADWATER CAPITAL MANAGEMENT LLC
CIK 2084339 · Holdings on Dec 31, 2023 · First reported Oct 31, 2025
Top ten holdings
Q4 2023- MSFT12.01%
- AAPL9.16%
- MCD4.91%
- JNJ3.44%
- GOOGL3.36%
- PG3.07%
- KO2.76%
- MRK2.65%
- GOOG2.44%
- EXMOC2.30%
Share classes counted separately46.10%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $15.33M | 12.01% | 40.78K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $11.69M | 9.16% | 60.71K shares | Prior unavailable — | — | ↗▾ |
| 03 | MCDMCDONALD'S CORP View history and evidence | $6.27M | 4.91% | 21.15K shares | Prior unavailable — | — | ↗▾ |
| 04 | JNJJOHNSON & JOHNSON View history and evidence | $4.39M | 3.44% | 27.98K shares | Prior unavailable — | — | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.28M | 3.36% | 30.66K shares | Prior unavailable — | — | ↗▾ |
| 06 | PGPROCTER & GAMBLE CO/THE View history and evidence | $3.92M | 3.07% | 26.72K shares | Prior unavailable — | — | ↗▾ |
| 07 | KOCOCA-COLA CO/THE View history and evidence | $3.52M | 2.76% | 59.69K shares | Prior unavailable — | — | ↗▾ |
| 08 | MRKMERCK & CO. INC. View history and evidence | $3.38M | 2.65% | 31.03K shares | Prior unavailable — | — | ↗▾ |
| 09 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $3.11M | 2.44% | 22.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | EXMOCEXXON MOBIL CORP View history and evidence | $2.93M | 2.30% | 29.33K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2084339 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2025-10-31
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0002084339-26-000009",
"cover_total": 127652219,
"filing_date": "2026-02-03",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 223,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0002084339-25-000001",
"filing_date": "2025-10-31",
"confidential": false,
"cover_table_value_total_raw": 127652219
}
],
"cover_table_value": 127652219
}Research all 227 reported holdings.
This page includes 30 of 227 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.