AI Portfolio Summary
In 2026 Q1, RWWM, Inc. maintained a portfolio of 37 distinct positions. The most significant new addition to the portfolio was ADOBE INC, which now represents 0.90% of the total fund value. They heavily accumulated shares in WHIRLPOOL CORP, increasing their position by 191.6%. Conversely, RWWM, Inc. completely exited their position in STRYKER CORPORATION.
Total Positions
37
Quarter
2026 Q1
Top Holding
BABA (19.8%)
Top 10 Concentration
87.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 19.80% | 23.96% |
#1
Prev: #1
|
6.5 | -216,782 | -9.1% |
P
S
|
2,161,777 | $271,216,542 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DJCO
DAILY JOURNAL C...
|
Technology | 12.70% | 12.32% |
#2
Prev: #2
|
6.0 | -7,296 | -2.0% |
P
S
|
360,560 | $173,912,510 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 10.00% | 11.32% |
#3
Prev: #3
|
5.5 | -46,534 | -2.6% |
P
S
|
1,721,344 | $137,036,196 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WHR
WHIRLPOOL CORP
|
Consumer Cyclical | 9.54% | 4.12% |
#4
5
Prev: #9
|
7.3 | 1,591,849 | 191.6% |
P
S
|
2,422,618 | $130,627,563 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.52% | 8.36% |
#5
Prev: #5
|
4.4 | 1,625 | 0.7% |
P
S
|
243,593 | $116,729,766 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FOXF
FOX FACTORY HLD...
|
Consumer Cyclical | 6.65% | 6.21% |
#6
Prev: #6
|
3.2 | 247,635 | 4.7% |
P
S
|
5,533,072 | $91,074,365 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CRI
CARTERS INC
|
Consumer Cyclical | 6.11% | 10.06% |
#7
3
Prev: #4
|
2.4 | -2,173,964 | -48.1% |
P
S
|
2,342,359 | $83,762,758 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 5.30% | 5.28% |
#8
1
Prev: #7
|
2.6 | -44,463 | -5.8% |
P
S
|
720,778 | $72,553,534 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KHC
KRAFT HEINZ CO
|
Consumer Defensive | 5.26% | 4.17% |
#9
1
Prev: #8
|
4.6 | 704,198 | 28.2% |
P
S
|
3,204,598 | $72,071,409 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.98% | 3.27% |
#10
1
Prev: #11
|
2.1 | -73,970 | -18.7% |
P
S
|
321,503 | $54,546,169 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PII
POLARIS INC
|
Consumer Cyclical | 3.53% | 3.98% |
#11
1
Prev: #10
|
1.9 | -28,659 | -3.1% |
P
S
|
887,961 | $48,393,877 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.45% | 3.07% |
#12
Prev: #12
|
1.5 | -1,742 | -1.9% |
P
S
|
90,658 | $33,558,872 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
HELE
HELEN OF TROY L...
|
Consumer Defensive | 1.24% | 0.92% |
#13
1
Prev: #14
|
3.5 | 541,689 | 85.7% |
P
S
|
1,173,829 | $16,926,614 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ADBE
ADOBE INC
|
Technology | 0.90% | — |
#14
Prev: #—
|
3.9 | 50,505 | no change |
NEW
|
50,505 | $12,276,755 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
HRB
BLOCK H & R INC
|
Consumer Cyclical | 0.83% | — |
#15
Prev: #—
|
3.8 | 360,354 | no change |
NEW
|
360,354 | $11,437,636 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LULU
LULULEMON ATHLE...
|
Consumer Cyclical | 0.82% | — |
#16
Prev: #—
|
3.8 | 73,385 | no change |
NEW
|
73,385 | $11,235,244 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMCX
AMC NETWORKS IN...
|
Communication Services | 0.75% | 1.00% |
#17
4
Prev: #13
|
0.8 | -3,132 | -0.2% |
P
S
|
1,522,968 | $10,340,953 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WGO
WINNEBAGO INDS ...
|
Consumer Cyclical | 0.38% | 0.48% |
#18
3
Prev: #15
|
0.7 | -4,488 | -2.6% |
P
S
|
166,223 | $5,151,251 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.31% | 0.25% |
#19
3
Prev: #16
|
0.6 | -75 | -1.7% |
P
S
|
4,227 | $4,211,910 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.13% | 0.16% |
#20
1
Prev: #19
|
0.6 | -1,079 | -12.9% |
P
S
|
7,282 | $1,848,099 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FAF
FIRST AMERN FIN...
|
Financial Services | 0.13% | 0.12% |
#21
1
Prev: #20
|
1.1 | no change | no change |
P
S
|
29,057 | $1,751,847 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.11% | 0.19% |
#22
5
Prev: #17
|
0.0 | -3,154 | -33.1% |
P
S
|
6,387 | $1,548,145 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 0.10% | 0.09% |
#23
1
Prev: #22
|
0.5 | -86 | -1.4% |
P
S
|
6,078 | $1,331,204 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TBLL
INVESCO EXCH TR...
|
Unknown | 0.09% | 0.19% |
#24
6
Prev: #18
|
0.0 | -13,934 | -53.9% |
P
S
|
11,926 | $1,258,789 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.07% | 0.10% |
#25
4
Prev: #21
|
0.0 | -2,082 | -26.6% |
P
S
|
5,740 | $1,001,056 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.07% | 0.06% |
#26
1
Prev: #25
|
1.0 | no change | no change |
P
S
|
7,169 | $999,144 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.06% | 0.08% |
#27
4
Prev: #23
|
0.5 | -179 | -4.1% |
P
S
|
4,153 | $823,498 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.04% | 0.03% |
#28
2
Prev: #26
|
1.0 | no change | no change |
P
S
|
2,623 | $542,699 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WNC
WABASH NATL COR...
|
Industrials | 0.03% | 0.07% |
#29
5
Prev: #24
|
0.0 | -69,071 | -55.5% |
P
S
|
55,375 | $477,333 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.03% | 0.02% |
#30
3
Prev: #27
|
0.5 | 25 | 0.6% |
P
S
|
4,074 | $365,008 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES TR
|
ETF | 0.02% | 0.02% |
#31
3
Prev: #28
|
0.5 | -26 | -6.2% |
P
S
|
392 | $256,058 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.02% | 0.02% |
#32
2
Prev: #30
|
2.0 | 167 | 12.7% |
P
S
|
1,487 | $218,753 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.02% | 0.02% |
#33
Prev: #33
|
0.5 | -89 | -6.1% |
P
S
|
1,367 | $218,275 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XPOF
XPONENTIAL FITN...
|
Consumer Cyclical | 0.01% | 0.02% |
#34
2
Prev: #32
|
1.0 | no change | no change |
P
S
|
30,000 | $180,600 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #34) |
0.0 | -633 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.00% | 0.02% |
Sold All 😨
(Was: #31) |
0.0 | -814 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.00% | 0.02% |
Sold All 😨
(Was: #29) |
0.0 | -2,388 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-37 of 37 holdings