One Way Holdings LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 254 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, with technology stocks representing a significant portion of the holdings. Major technology companies include Apple Inc., Microsoft Corporation, NVIDIA Corporation, Broadcom Inc., and Meta Platforms Inc. The firm also holds substantial positions in exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, the iShares Core S&P 500 ETF, and the iShares Core MSCI Total International Stock ETF.
Other notable holdings include shares of Johnson & Johnson, JPMorgan Chase & Co., Costco Wholesale Corporation, and Eli Lilly & Co. The filing also lists positions in various industrial, healthcare, and energy companies, such as Chevron Corporation, Caterpillar Inc., and Merck & Co. Inc.
