Nordwand Advisors, LLC: 13F holdings
CIK 19627132026Q2
| Positions | 146 |
|---|
| Reported value | $652.2m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 146 (-4 vs prior quarter) |
|---|
| Reported value | $652.2m (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 81,123 | $30.6m | 4.7% |
| VV VANGUARD INDEX FDS | 86,950 | $29.9m | 4.6% |
| MRVL MARVELL TECHNOLOGY INC | 85,365 | $25.4m | 3.9% |
| IVV ISHARES TR | 25,546 | $19.1m | 2.9% |
| MSFT MICROSOFT CORP | 51,288 | $19.1m | 2.9% |
| VRT VERTIV HOLDINGS CO | 57,124 | $19.1m | 2.9% |
| EATON CORP PLC | 40,599 | $17.3m | 2.7% |
| CMI CUMMINS INC | 19,987 | $14.3m | 2.2% |
| CSCO CISCO SYS INC | 120,505 | $14.2m | 2.2% |
| LLY ELI LILLY & CO | 11,706 | $14.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962713")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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