Tradewinds, LLC.: 13F holdings
CIK 19323422026Q2
| Positions | 215 |
|---|
| Reported value | $507.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 215 (+62 vs prior quarter) |
|---|
| Reported value | $507.2m (+63.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DELL APPLIED MATERIALS INC | 125,165 | $54.0m | 10.6% |
| BLOOM ENERGY CORP CLASS A | 24,167 | $44.3m | 8.7% |
| MA AFLAC INC | 54,174 | $27.8m | 5.5% |
| RBC 3M CO | 35,908 | $23.1m | 4.6% |
| AAPL APPLE INC | 25,865 | $21.7m | 4.3% |
| AUTOMATIC DATA PROCESSING | 51,046 | $17.4m | 3.4% |
| AMZN DIMENSIONAL TR ETF INTL VALE | 6,956 | $13.2m | 2.6% |
| JPST AMAZON COM INC | 14,991 | $12.9m | 2.5% |
| MTUM JPMORGAN ETF ULTRA-SHORT INCOME | 13,623 | $12.1m | 2.4% |
| VTV ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF | 4,575 | $12.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1932342")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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