Thayne Gould
Fwl Investment Management, Llc
Assets Managed
$455.563M
Holdings
346
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
9.6%(2Q avg: 8.98%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Fwl Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 346 positions.
Assets under management
The assets under management (AUM) of Fwl Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 455.563M in assets, with a quarterly growth rate of 9.6% and a 2-quarter average growth rate of 8.98%. The portfolio is managed by Thayne Gould, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
LNG Cheniere Energy Inc
| 6.04% | $27.501M 96,915 shares@ $283.76 avg price | Increased 12.32% |
AMLP Alerian Mlp Etf
| 5.48% | $24.965M 474,255 shares@ $52.65 avg price | Increased 20.87% |
BIL Spdr Bloomberg 1-3 Month T-b
| 5.46% | $24.83M 270,947 shares@ $91.64 avg price | Increased 68.18% |
GOOG Alphabet Inc-cl C
| 4.49% | $20.417M 71,175 shares@ $286.87 avg price | Decreased -5.05% |
NVDA Nvidia Corp
| 4.4% | $20.041M 114,911 shares@ $174.41 avg price | Increased 31.58% |
WMB Williams Cos Inc
| 4.18% | $19.038M 261,577 shares@ $72.78 avg price | Increased 11.87% |
MDT Medtronic Plc
| 3.92% | $17.858M 206,090 shares@ $86.66 avg price | Increased 94.61% |
GDX Vaneck Gold Miners Etf
| 3.78% | $17.212M 187,556 shares@ $91.78 avg price | Decreased -25.09% |
GLD Spdr Gold Shares
| 3.72% | $16.92M 39,321 shares@ $430.3 avg price | Decreased -10.99% |
ETR Entergy Corp
| 3.51% | $15.955M 142,000 shares@ $112.36 avg price | Increased 37.38% |
1-10 of 346