BROADWATER CAPITAL MANAGEMENT LLC
Sector Allocation
- Technology42.7%$58.9M
- Healthcare16.6%$23.0M
- Consumer Staples11.3%$15.6M
- Industrials5.8%$8.0M
- Utilities5.5%$7.6M
- Consumer Discretionary4.6%$6.4M
- Energy4.1%$5.7M
- Materials2.7%$3.8M
- Financials2.2%$3.0M
- Communication Services1.9%$2.6M
AUM History
13fpro.ai/research/fund/broadwater-capital-management-llc-2084339
Conviction and streaks
Stable · top 10 = 51.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$13.5MMSFT
$11.2MGOOGL
$9.6MGOOG
$7.3MWMT
$5.7MJNJ
$5.4MINTC
$5.3MMCD
$5.2MADI
$4.4MMRK
$3.8MKO
$3.6MPG
$3.3MABBV
$3.3MSO
$2.8MXOM.R34088
$2.7MWEC
$2.7MECL
$2.5MISRG
$2.3MSYK
$2.0M- SPDR$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/broadwater-capital-management-llc-2084339
BROADWATER CAPITAL MANAGEMENT LLC 13F holdings — Q2 2026
$137.9M portfolio (+3.0% QoQ) · 208 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio
$13.5M
9.8% of stocks
-0.1%This quarter+3.3%Since filed4+ qtrsHeld$11.2M
8.1% of stocks
-3%This quarter+39.5%Since filed4+ qtrsHeld$9.6M
6.9% of stocks
-4%This quarter-1.5%Since filed4+ qtrsHeld$7.3M
5.3% of stocks
-4%This quarter-1.5%Since filed4+ qtrsHeld$5.7M
4.1% of stocks
No changeThis quarter+9.9%Since filed4+ qtrsHeld$5.4M
3.9% of stocks
-4%This quarter+1.1%Since filed4+ qtrsHeld$5.3M
3.9% of stocks
No changeThis quarter-2.0%Since filed4+ qtrsHeld$5.2M
3.8% of stocks
+0.6%This quarter-5.3%Since filed4+ qtrsHeld$4.4M
3.2% of stocks
-2%This quarter+9.7%Since filed4+ qtrsHeld$3.8M
2.8% of stocks
-0.8%This quarter+7.3%Since filed4+ qtrsHeld
All holdings — BROADWATER CAPITAL MANAGEMENT LLC (Q2 2026)
208 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COCA COLA CO | Consumer Staples | $3.6M | 2.6% | 44K | -5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PROCTER & GAMBLE Co | Consumer Staples | $3.3M | 2.4% | 22K | -3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $3.3M | 2.4% | 13K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | SOUTHERN CO | Utilities | $2.8M | 2.0% | 29K | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | EXXON MOBIL CORP | Energy | $2.7M | 2.0% | 20K | -7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WEC ENERGY GROUP, INC. | Utilities | $2.7M | 2.0% | 23K | -0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ECOLAB INC. | Materials | $2.5M | 1.8% | 8,830 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INTUITIVE SURGICAL INC | Healthcare | $2.3M | 1.7% | 5,772 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | STRYKER CORP | Healthcare | $2.0M | 1.5% | 6,465 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - ST STR SP BIOTetf/fund | — | $1.9M | 1.4% | 12K | -3% | — | — | 13F |
| 21 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.8M | 1.3% | 6,455 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | S&P Global Inc. | Financials | $1.4M | 1.0% | 3,520 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ABBOTT LABORATORIES | Healthcare | $1.4M | 1.0% | 15K | -0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walt Disney Co | Communication Services | $1.4M | 1.0% | 14K | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENERAL DYNAMICS CORP | Industrials | $1.3M | 1.0% | 3,730 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.9% | 7,372 | -5% | |||
| 27 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $1.2M | 0.9% | 23K | — | |||
| 28 | $CVS | CVS HEALTH Corp | Healthcare | $1.2M | 0.8% | 11K | — | |||
| 29 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.1M | 0.8% | 4,785 | -0.4% | |||
| 30 | $MMM | 3M CO | Healthcare | $1.0M | 0.8% | 6,400 | — | |||
| 31 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $952K | 0.7% | 1,870 | — | |||
| 32 | $O | REALTY INCOME CORP | Real Estate | $896K | 0.7% | 14K | -0.5% | |||
| 33 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $866K | 0.6% | 9,450 | — | |||
| 34 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $792K | 0.6% | 19K | -9% | |||
| 35 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $791K | 0.6% | 4,199 | — | |||
| 36 | $QCOM | QUALCOMM INC/DE | Technology | $780K | 0.6% | 4,223 | — | |||
| 37 | $MPC | Marathon Petroleum Corp | Energy | $780K | 0.6% | 3,050 | -2% | |||
| 38 | $RTX | RTX Corp | Industrials | $773K | 0.6% | 4,072 | — | |||
| 39 | $FAST | FASTENAL CO | Industrials | $768K | 0.6% | 16K | — | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $756K | 0.6% | 5,580 | -3% | |||
| 41 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $729K | 0.5% | 1,754 | — | |||
| 42 | $ROP | ROPER TECHNOLOGIES INC | Technology | $728K | 0.5% | 2,150 | — | |||
| 43 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $698K | 0.5% | 3,116 | -50% | |||
| 44 | $HONA | Honeywell Aerospace Inc. | Industrials | $689K | 0.5% | 3,116 | New | |||
| 45 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $685K | 0.5% | 4,200 | — | |||
| 46 | $DCI | DONALDSON Co INC | Industrials | $637K | 0.5% | 7,100 | — | |||
| 47 | $JPM | JPMORGAN CHASE & CO | Financials | $616K | 0.5% | 1,881 | — | |||
| 48 | $NKE | NIKE, Inc. | Consumer Discretionary | $584K | 0.4% | 14K | — | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $581K | 0.4% | 4,948 | — | |||
| 50 | $AVY | Avery Dennison Corp | Materials | $545K | 0.4% | 3,360 | — | |||
| 51 | $PAYX | PAYCHEX INC | Technology | $540K | 0.4% | 5,488 | — | |||
| 52 | $GIS | GENERAL MILLS INC | Consumer Staples | $538K | 0.4% | 15K | -24% | |||
| 53 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $504K | 0.4% | 5,200 | — | |||
| 54 | $DUK | Duke Energy CORP | Utilities | $464K | 0.3% | 3,666 | — | |||
| 55 | $T | AT&T INC. | Communication Services | $425K | 0.3% | 21K | — | |||
| 56 | $CB | Chubb Ltd | Financials | $405K | 0.3% | 1,190 | — | |||
| 57 | $META | Meta Platforms, Inc. | Technology | $383K | 0.3% | 680 | — | |||
| 58 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $377K | 0.3% | 6,545 | -15% | |||
| 59 | $COP | CONOCOPHILLIPS | Energy | $353K | 0.3% | 3,400 | — | |||
| 60 | $BDX | BECTON DICKINSON & CO | Healthcare | $347K | 0.3% | 2,294 | — | |||
| 61 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $338K | 0.3% | 3,310 | -8% | |||
| 62 | $CI | Cigna Group | Healthcare | $332K | 0.2% | 1,206 | -4% | |||
| 63 | $APD | Air Products & Chemicals, Inc. | Materials | $322K | 0.2% | 1,100 | — | |||
| 64 | $NEE | NEXTERA ENERGY INC | Utilities | $281K | 0.2% | 3,206 | — | |||
| 65 | $CARR | CARRIER GLOBAL Corp | Industrials | $276K | 0.2% | 3,769 | — | |||
| 66 | $SHEL | Shell plc | Energy | $276K | 0.2% | 3,565 | -9% | |||
| 67 | $LMT | LOCKHEED MARTIN CORP | Industrials | $253K | 0.2% | 497 | — | |||
| 68 | $PFE | PFIZER INC | Healthcare | $244K | 0.2% | 10K | -13% | |||
| 69 | $CAT | CATERPILLAR INC | Industrials | $213K | 0.1% | 200 | — | |||
| 70 | $LIN | LINDE PLC | Materials | $208K | 0.1% | 400 | — | |||
| 71 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $160K | 0.1% | 916 | -34% | |||
| 72 | $PSX | Phillips 66 | Energy | $152K | 0.1% | 900 | — | |||
| 73 | $TXN | TEXAS INSTRUMENTS INC | Technology | $150K | 0.1% | 502 | -9% | |||
| 74 | $GE | GENERAL ELECTRIC CO | Industrials | $147K | 0.1% | 393 | -6% | |||
| 75 | $FLO | FLOWERS FOODS INC | Consumer Staples | $146K | 0.1% | 18K | -41% | |||
| 76 | $TGT | TARGET CORP | Consumer Staples | $144K | 0.1% | 1,106 | — | |||
| 77 | $SLB | SLB LIMITED/NV | Energy | $139K | 0.1% | 3,000 | — | |||
| 78 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $135K | 0.1% | 1,255 | — | |||
| 79 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $131K | 0.1% | 1,482 | — | |||
| 80 | $OTIS | Otis Worldwide Corp | Industrials | $130K | 0.1% | 1,822 | — | |||
| 81 | $AMZN | AMAZON COM INC | Consumer Discretionary | $124K | 0.1% | 520 | — | |||
| 82 | $WAT | WATERS CORP /DE/ | Healthcare | $116K | 0.1% | 308 | New | |||
| 83 | $EMR | EMERSON ELECTRIC CO | Industrials | $115K | 0.1% | 800 | — | |||
| 84 | $GEV | GE Vernova Inc. | Industrials | $113K | 0.1% | 96 | -6% | |||
| 85 | $EW | Edwards Lifesciences Corp | Healthcare | $109K | 0.1% | 1,200 | — | |||
| 86 | $TTD | Trade Desk, Inc. | Technology | $108K | 0.1% | 6,000 | — | |||
| 87 | $SOLV | Solventum Corp | Healthcare | $96K | 0.1% | 1,249 | — | |||
| 88 | $PYPL | PayPal Holdings, Inc. | Financials | $95K | 0.1% | 2,200 | — | |||
| 89 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $93K | 0.1% | 1,160 | +300% | |||
| 90 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $93K | 0.1% | 308 | — | |||
| 91 | $DOV | DOVER Corp | Industrials | $90K | 0.1% | 400 | — | |||
| 92 | $UL | UNILEVER PLC | Consumer Staples | $77K | 0.1% | 1,288 | -27% | |||
| 93 | $KMB | KIMBERLY CLARK CORP | Materials | $77K | 0.1% | 700 | — | |||
| 94 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $76K | 0.1% | 1,332 | — | |||
| 95 | $SYY | SYSCO CORP | Consumer Discretionary | $72K | 0.1% | 865 | — | |||
| 96 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $72K | 0.1% | 400 | -38% | |||
| 97 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $68K | 0.1% | 500 | — | |||
| 98 | $ADSK | Autodesk, Inc. | Technology | $68K | 0.1% | 350 | -26% | |||
| 99 | $NVS | NOVARTIS AG | Healthcare | $58K | 0.0% | 370 | — | |||
| 100 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $48K | 0.0% | 980 | -30% | |||
| 101 | $NOW | ServiceNow, Inc. | Technology | $47K | 0.0% | 470 | New | |||
| 102 | $AJG | Arthur J. Gallagher & Co. | Financials | $46K | 0.0% | 200 | — | |||
| 103 | $WELL | WELLTOWER INC. | Real Estate | $45K | 0.0% | 200 | — | |||
| 104 | $ES | EVERSOURCE ENERGY | Utilities | $45K | 0.0% | 620 | — | |||
| 105 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $44K | 0.0% | 925 | -38% | |||
| 106 | $GRMN | GARMIN LTD | Technology | $43K | 0.0% | 180 | — | |||
| 107 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $39K | 0.0% | 150 | — | |||
| 108 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $39K | 0.0% | 77 | — | |||
| 109 | $MS | MORGAN STANLEY | Financials | $38K | 0.0% | 183 | — | |||
| 110 | $ORCL | ORACLE CORP | Technology | $38K | 0.0% | 261 | -17% | |||
| 111 | $SRE | SEMPRA | Utilities | $37K | 0.0% | 400 | — | |||
| 112 | $BL | BLACKLINE, INC. | Technology | $36K | 0.0% | 1,300 | — | |||
| 113 | $WY | WEYERHAEUSER CO | Real Estate | $34K | 0.0% | 1,440 | — | |||
| 114 | $ANET | Arista Networks, Inc. | Technology | $33K | 0.0% | 192 | — | |||
| 115 | $LAZ | Lazard, Inc. | Financials | $33K | 0.0% | 775 | -38% | |||
| 116 | $INTU | INTUIT INC. | Technology | $31K | 0.0% | 120 | New | |||
| 117 | $NTAP | NetApp, Inc. | Technology | $31K | 0.0% | 200 | — | |||
| 118 | $C | CITIGROUP INC | Financials | $28K | 0.0% | 200 | New | |||
| 119 | $ESP | ESPEY MFG & ELECTRONICS CORP | Technology | $27K | 0.0% | 400 | — | |||
| 120 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $27K | 0.0% | 72 | — | |||
| 121 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $26K | 0.0% | 89 | — | |||
| 122 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $26K | 0.0% | 75 | — | |||
| 123 | $SLV | iShares Silver Trust | Financials | $26K | 0.0% | 481 | — | |||
| 124 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $24K | 0.0% | 100 | — | |||
| 125 | $NVDA | NVIDIA CORP | Technology | $24K | 0.0% | 120 | — | |||
| 126 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $24K | 0.0% | 50 | — | |||
| 127 | $ALL | ALLSTATE CORP | Financials | $24K | 0.0% | 100 | — | |||
| 128 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $24K | 0.0% | 32 | — | |||
| 129 | — | VANGUARD INDEX FDS - VALUE ETF | — | $22K | 0.0% | 100 | — | |||
| 130 | $GLD | SPDR GOLD TRUST | Financials | $22K | 0.0% | 59 | — | |||
| 131 | $HR | Healthcare Realty Trust Inc | Real Estate | $22K | 0.0% | 1,075 | -38% | |||
| 132 | $BIIB | BIOGEN INC. | Healthcare | $22K | 0.0% | 100 | — | |||
| 133 | $AMGN | AMGEN INC | Healthcare | $21K | 0.0% | 58 | — | |||
| 134 | $CSX | CSX CORP | Industrials | $19K | 0.0% | 405 | -73% | |||
| 135 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $17K | 0.0% | 80 | — | |||
| 136 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $16K | 0.0% | 24 | — | |||
| 137 | $BA | BOEING CO | Industrials | $16K | 0.0% | 75 | — | |||
| 138 | $AFL | AFLAC INC | Financials | $16K | 0.0% | 138 | — | |||
| 139 | $GSK | GSK plc | Healthcare | $16K | 0.0% | 300 | — | |||
| 140 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $16K | 0.0% | 206 | — | |||
| 141 | $IVZ | Invesco Ltd. | Financials | $15K | 0.0% | 71 | — | |||
| 142 | $XEL | XCEL ENERGY INC | Utilities | $14K | 0.0% | 180 | -75% | |||
| 143 | $IVZ | Invesco Ltd. | Financials | $14K | 0.0% | 95 | — | |||
| 144 | $TMP | TOMPKINS FINANCIAL CORP | Financials | $14K | 0.0% | 150 | -25% | |||
| 145 | $V | VISA INC. | Financials | $14K | 0.0% | 40 | — | |||
| 146 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $14K | 0.0% | 10 | — | |||
| 147 | $VTRS | Viatris Inc | Healthcare | $14K | 0.0% | 855 | — | |||
| 148 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $13K | 0.0% | 110 | — | |||
| 149 | $SLP | Simulations Plus, Inc. | Technology | $13K | 0.0% | 700 | — | |||
| 150 | $ADBE | ADOBE INC. | Technology | $13K | 0.0% | 62 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 3 added to, 45 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$HONAHoneywell Aerospace Inc.$689K
first bought this quarter
$WATWATERS CORP /DE/$116K
first bought this quarter
$NOWServiceNow, Inc.$47K
first bought this quarter
$INTUINTUIT INC.$31K
first bought this quarter
$CCITIGROUP INC$28K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$2K
first bought this quarter
+1 more in the Excel export
Added to (3)
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $93K
now $5.2M · held 4+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+300%
now $12K
Trimmed (45)
$HONHONEYWELL INTERNATIONAL INC-50%
now $698K · held 4+ qtrs
now $9.6M · held 4+ qtrs
now $7.3M · held 4+ qtrs
now $11.2M · held 4+ qtrs
now $5.4M · held 4+ qtrs
now $2.7M · held 4+ qtrs
+39 more in the Excel export
Sold out (10)
$EPDENTERPRISE PRODUCTS PARTNERS L.P.was $96K
held 3+ qtrs
$BIPBrookfield Infrastructure Partners L.P.was $41K
held 3+ qtrs
$RABrookfield Real Assets Income Fund Inc.was $22K
held 3+ qtrs
$HOLXHOLOGIC INCwas $17K
held 3+ qtrs
$AGNCAGNC Investment Corp.was $14K
$NLYANNALY CAPITAL MANAGEMENT INCwas $14K
+4 more in the Excel export
Holdings by quarter
Every 13F BROADWATER CAPITAL MANAGEMENT LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow BROADWATER CAPITAL MANAGEMENT?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BROADWATER CAPITAL MANAGEMENT's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+7.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BROADWATER CAPITAL MANAGEMENT LLC disclosed 208 positions worth $137.9M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.8% of the equity portfolio, followed by $MSFT and $GOOGL. During the quarter the fund opened 7 new positions and exited 10 — including a new stake in $HONA and a full exit from $EPD. The portfolio is most concentrated in Technology (42.7% of disclosed assets). All figures are sourced directly from BROADWATER CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 2084339.
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AI-Powered Hedge Fund Analysis: BROADWATER CAPITAL MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BROADWATER CAPITAL MANAGEMENT LLC (SEC CIK: 2084339), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BROADWATER CAPITAL MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.