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Filers›Holding Co.›Henson-Edgewater Management, LLC
DOSSIER · 13F-HR · Q1 2026

Henson-Edgewater Management, LLC

Henson-Edgewater's holding co. based in Boston, MA — $157M in tracked AUM across 66 positions as of Q1 2026.

H
Henson-Edgewater·Boston, MA·Holding Co.
CIK 0002115631 · last filed Mar 31, 2026
Total AUM
$157M
▼ 7.0%
vs prior
Holdings
66
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Henson-Edgewater Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$21M84K13.6%
02
PLTR
PALANTIR TECHNOLOGIES INC
$11M77K7.1%
03
BAC
BANK AMERICA CORP
$9M188K5.8%
04
GOOG
ALPHABET INC
$8M29K5.3%
05
AMZN
AMAZON COM INC
$8M40K5.3%
06
WMT
WALMART INC
$7M59K4.7%
07
MSFT
MICROSOFT CORP
$7M19K4.5%
08
META
META PLATFORMS INC
$7M12K4.5%
09
PPA
INVESCO EXCHANGE TRADED FD T
$5M30K3.1%
10
NVDA
NVIDIA CORPORATION
$5M28K3.1%

Filing history

Filing history loading…
AI Agent · grounded in Henson-Edgewater
haiku-4-5 · 66 positions indexed
Sector mix
  • Financials47%
  • Cons. Disc.8%
  • Communications17%
  • Industrials12%
  • Energy28%
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