Purewater Capital LLC

Wealth advisor Mechanical CIK 2135327
League rank
#6
in Wealth advisor · #250 overall
Long book
$104.3M
Q1 2026
Positions
66
Top-10 weight
74%
concentration
Last quarter
+27.4%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

Purewater Capital LLC is a wealth-management firm allocating client money, running a $104.3M US long book across 66 positions.

The portfolio is concentrated: the top 10 names carry 74% of the portfolio. Current anchor positions: LIQUIDIA CORP, APTUS COLLARED INVEST OPP, SS SPDR BB 1-3M T-BILL ETF, APTUS DEFINED RISK ETF, ISHARES CORE S&P 500 ETF.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Healthcare
40%
Technology
20%
Materials
12%
Consumer discretionary
7%
Energy
6%
Other
5%
Consumer staples
4%
Industrials
3%

Long book by quarter

$104.3M
Q1 2026

What does Purewater Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LQDA LIQUIDIA CORPHealthcare367.6K$13.9M13.3%Held
INTC INTEL CORPTechnology88.1K$3.9M3.7%Held
AMZN AMAZON.COM INCConsumer discretionary7.7K$1.6M1.5%Held
CCJ CAMECO CORPMaterials14.2K$1.5M1.5%Held
ASPI ASP ISOTOPES INCOther211.9K$936K0.9%Held
PM PHILIP MORRIS INTERNATIONALConsumer staples5.5K$911K0.9%Held
FANG DIAMONDBACK ENERGY INCEnergy4.4K$877K0.8%Held
CNR CORE NATURAL RESOURCES INCMaterials8.0K$834K0.8%Held
MSFT MICROSOFT CORPTechnology2.1K$788K0.8%Held
GEO GEO GROUP INC/THEIndustrials41.9K$705K0.7%Held
LYB LYONDELLBASELL INDU-CL AOther7.1K$576K0.6%Held
XOM EXXON MOBIL CORPEnergy3.3K$553K0.5%Held
DOW DOW INCMaterials13.1K$545K0.5%Held
AAPL APPLE INCTechnology2.1K$541K0.5%Held
NVDA NVIDIA CORPTechnology2.9K$506K0.5%Held
OLN OLIN CORPMaterials15.0K$447K0.4%Held
AVGO BROADCOM INCTechnology1.4K$445K0.4%Held
MO ALTRIA GROUP INCConsumer staples6.5K$430K0.4%Held
GOOGL ALPHABET INC-CL ATechnology1.5K$424K0.4%Held
HUN HUNTSMAN CORPMaterials30.6K$407K0.4%Held
APD AIR PRODUCTS & CHEMICALS INCMaterials1.4K$396K0.4%Held
LLY ELI LILLY & COHealthcare366$337K0.3%Held
RACE FERRARI NVIndustrials940$318K0.3%Held
WMT WALMART INCConsumer discretionary2.5K$311K0.3%Held
JPM JPMORGAN CHASE & COFinancials1.0K$295K0.3%Held
COP CONOCOPHILLIPSEnergy2.2K$285K0.3%Held
COST COSTCO WHOLESALE CORPConsumer discretionary273$272K0.3%Held
V VISA INC-CLASS A SHARESServices media892$270K0.3%Held
TJX TJX COMPANIES INCConsumer discretionary1.7K$265K0.3%Held
PSX PHILLIPS 66Energy1.4K$262K0.3%Held
ORCL ORACLE CORPTechnology1.7K$253K0.2%Held
MA MASTERCARD INC - AServices media448$224K0.2%Held
PG PROCTER & GAMBLE CO/THEOther1.5K$222K0.2%Held
GOOG ALPHABET INC-CL CTechnology768$220K0.2%Held
AXP AMERICAN EXPRESS COFinancials716$217K0.2%Held
KO COCA-COLA CO/THEConsumer staples2.8K$213K0.2%Held
ROK ROCKWELL AUTOMATION INCOther591$212K0.2%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials420$201K0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202669$104.4M canonicalSEC ↗