Point Windward Advisors Inc.
Point Windward Advisors Inc. reported 97 positions worth $226.1M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: AMAT (3.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $8.6M | 3.79% | 11,855 | — | — | |
| ▸ 2 | BX | SH | $7.6M | 3.38% | 64,944 | — | — | |
| ▸ 3 | GOOGL | SH | $6.9M | 3.06% | 19,361 | — | — | |
| ▸ 4 | AAPL | SH | $6.7M | 2.97% | 23,247 | — | — | |
| ▸ 5 | AMZN | SH | $6.6M | 2.91% | 27,632 | — | — | |
| ▸ 6 | XLK | SH | $6.4M | 2.82% | 33,503 | — | — | |
| ▸ 7 | AMD | SH | $5.9M | 2.63% | 10,232 | — | — | |
| ▸ 8 | ABBV | SH | $5.8M | 2.55% | 22,897 | — | — | |
| ▸ 9 | UNH | SH | $5.3M | 2.34% | 12,714 | — | — | |
| ▸ 10 | AVGO | SH | $5.3M | 2.33% | 13,949 | — | — |
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Frequently Asked Questions
What stocks does Point Windward Advisors Inc. hold as of Q2 2026?
Point Windward Advisors Inc. reported 97 positions worth $226.1M in its Q2 2026 13F filing. Largest positions: AMAT (3.8%), BX (3.4%), GOOGL (3.1%), AAPL (3.0%) and AMZN (2.9%).
What did Point Windward Advisors Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Point Windward Advisors Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.