Purewater Capital LLC — 13F Holdings & Portfolio

CIK 2135327 · latest 13F-HR filed 2026-05-14

Purewater Capital LLC manages $104.4M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LQDA (13.28%), ACIO (13.01%), BIL (11.84%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$104.4M

Long-equity book

Holdings

69

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LIQUIDIA CORPORATION LQDA 53635D202 $13.9M 13.28% 367,562 SH
2 ETF SER SOLUTIONS ACIO 26922A222 $13.6M 13.01% 323,690 SH
3 SPDR SERIES TRUST BIL 78468R663 $12.4M 11.84% 134,912 SH
4 ETF SER SOLUTIONS DRSK 26922A388 $9.1M 8.71% 332,857 SH
5 ISHARES TR IVV 464287200 $6.4M 6.13% 9,800 SH
6 ISHARES TR SHV 464288679 $5.7M 5.45% 51,563 SH
7 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $5.5M 5.28% 49,806 SH
8 INTEL CORP INTC 458140100 $3.9M 3.72% 88,061 SH
9 ISHARES INC IEMG 46434G103 $3.2M 3.05% 45,716 SH
10 ISHARES TR IEFA 46432F842 $3.1M 2.99% 34,485 SH
11 SPDR SERIES TRUST XAR 78464A631 $2.2M 2.06% 8,484 SH
12 AMAZON COM INC AMZN 023135106 $1.6M 1.54% 7,746 SH
13 CAMECO CORP CCJ 13321L108 $1.5M 1.47% 14,167 SH
14 ISHARES TR IYW 464287721 $1.0M 0.97% 5,578 SH
15 ASP ISOTOPES INC ASPI 00218A105 $936.4K 0.90% 211,851 SH
16 PHILIP MORRIS INTL INC PM 718172109 $911.0K 0.87% 5,510 SH
17 DIAMONDBACK ENERGY INC FANG 25278X109 $877.4K 0.84% 4,436 SH
18 CORE NATURAL RESOURCES INC CNR 218937100 $834.0K 0.80% 7,963 SH
19 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $817.6K 0.78% 24,212 SH
20 MICROSOFT CORP MSFT 594918104 $787.7K 0.75% 2,128 SH
21 ISHARES TR IBB 464287556 $741.4K 0.71% 4,391 SH
22 GEO GROUP INC GEO 36162J106 $704.8K 0.67% 41,926 SH
23 LYONDELLBASELL INDUSTRIES NV LYB N53745100 $575.9K 0.55% 7,149 SH
24 EXXON MOBIL CORP XOM 30231G102 $553.4K 0.53% 3,262 SH
25 DOW HLDGS INC DOW 260557103 $544.7K 0.52% 13,079 SH
26 APPLE INC AAPL 037833100 $541.3K 0.52% 2,133 SH
27 SPDR GOLD TR GLD 78463V107 $531.8K 0.51% 1,236 SH
28 ISHARES TR IHE 464288836 $526.3K 0.50% 6,072 SH
29 NVIDIA CORPORATION NVDA 67066G104 $506.3K 0.48% 2,903 SH
30 SELECT SECTOR SPDR TR XLK 81369Y803 $475.8K 0.46% 3,580 SH
31 OLIN CORP OLN 680665205 $447.3K 0.43% 15,046 SH
32 BROADCOM INC AVGO 11135F101 $445.1K 0.43% 1,438 SH
33 ALTRIA GROUP INC MO 02209S103 $429.9K 0.41% 6,514 SH
34 ALPHABET INC GOOGL 02079K305 $424.4K 0.41% 1,476 SH
35 HUNTSMAN CORP HUN 447011107 $407.4K 0.39% 30,611 SH
36 AIR PRODUCTS AND CHEMICALS I APD 009158106 $396.2K 0.38% 1,364 SH
37 ELI LILLY & CO LLY 532457108 $336.6K 0.32% 366 SH
38 SELECT SECTOR SPDR TR XLF 81369Y605 $328.0K 0.31% 6,643 SH
39 ISHARES TR IJR 464287804 $327.6K 0.31% 2,636 SH
40 FERRARI N V RACE N3167Y103 $318.1K 0.30% 940 SH
41 WALMART INC WMT 931142103 $310.8K 0.30% 2,501 SH
42 SELECT SECTOR SPDR TR XLC 81369Y852 $308.3K 0.30% 2,781 SH
43 ISHARES TR IJH 464287507 $295.2K 0.28% 4,371 SH
44 JPMORGAN CHASE & CO JPM 46625H100 $295.0K 0.28% 1,003 SH
45 CONOCOPHILLIPS COP 20825C104 $284.9K 0.27% 2,159 SH
46 SELECT SECTOR SPDR TR XLV 81369Y209 $279.0K 0.27% 1,903 SH
47 FIRST TR EXCHANGE-TRADED FD KNG 33739Q705 $277.5K 0.27% 5,698 SH
48 COSTCO WHOLESALE CORPORATION COST 22160K105 $271.7K 0.26% 273 SH
49 SHELL PLC SHEL 780259305 $270.6K 0.26% 2,910 SH
50 VISA INC V 92826C839 $269.7K 0.26% 892 SH