Point Windward Advisors Inc.
CIK 0001356202 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$226.1M
2026 Q2
Positions
97
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMAT
APPLIED MATLS INC
3.8%
BX
BLACKSTONE INC
3.4%
GOOGL
ALPHABET INC
3.1%
AAPL
APPLE INC
3.0%
AMZN
AMAZON COM INC
2.9%
XLK
SELECT SECTOR SPDR TR
2.8%
AMD
ADVANCED MICRO DEVICES INC
2.6%
ABBV
ABBVIE INC
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.