Point Windward Advisors Inc.: 13F holdings
CIK 13562022026Q2
| Positions | 97 |
|---|
| Reported value | $226.1m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 97 (+3 vs prior quarter) |
|---|
| Reported value | $226.1m (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 11,855 | $8.6m | 3.8% |
| BX BLACKSTONE INC | 64,944 | $7.6m | 3.4% |
| GOOGL ALPHABET INC | 19,361 | $6.9m | 3.1% |
| AAPL APPLE INC | 23,247 | $6.7m | 3.0% |
| AMZN AMAZON COM INC | 27,632 | $6.6m | 2.9% |
| XLK SELECT SECTOR SPDR TR | 33,503 | $6.4m | 2.8% |
| AMD ADVANCED MICRO DEVICES INC | 10,232 | $5.9m | 2.6% |
| ABBV ABBVIE INC | 22,897 | $5.8m | 2.5% |
| UNH UNITEDHEALTH GROUP INC | 12,714 | $5.3m | 2.3% |
| AVGO BROADCOM INC | 13,949 | $5.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1356202")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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