Point Windward Advisors Inc.
95 holdingsFiling period: 2026-03-31Current AUM: $226.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BX | BLACKSTONE INC | 61.4K | $7.1M | $7.8M | 3.46% | +31.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 23.7K | $6.0M | $7.3M | 3.23% | -188 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 28.6K | $6.0M | $7.8M | 3.42% | +214 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 20.0K | $5.7M | $7.1M | 3.14% | -3,839 | 2026-03-31 |
| 5 | ABBV | ABBVIE INC | 23.0K | $5.0M | $5.8M | 2.54% | -735 | 2026-03-31 |
| 6 | META | META PLATFORMS INC | 8.3K | $4.8M | $4.6M | 2.05% | +26 | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 14.9K | $4.6M | $5.8M | 2.55% | -1,444 | 2026-03-31 |
| 8 | XLK | SELECT SECTOR SPDR TR | 33.5K | $4.5M | $5.9M | 2.59% | +4.3K | 2026-03-31 |
| 9 | AMAT | APPLIED MATLS INC | 12.5K | $4.3M | $6.4M | 2.81% | -6,233 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 11.4K | $4.2M | $5.3M | 2.33% | +693 | 2026-03-31 |
| 11 | MRK | MERCK & CO INC | 34.0K | $4.1M | $4.4M | 1.95% | -280 | 2026-03-31 |
| 12 | UBER | UBER TECHNOLOGIES INC | 54.5K | $3.9M | $3.8M | 1.69% | +543 | 2026-03-31 |
| 13 | NEE | NEXTERA ENERGY INC | 42.2K | $3.9M | $3.7M | 1.62% | +1.9K | 2026-03-31 |
| 14 | DLR | DIGITAL RLTY TR INC | 20.3K | $3.7M | $3.8M | 1.69% | +15 | 2026-03-31 |
| 15 | NFLX | NETFLIX INC. | 37.7K | $3.6M | $2.7M | 1.19% | +7.2K | 2026-03-31 |
| 16 | — | EATON CORP PLC | 10.1K | $3.6M | $3.6M | 1.59% | -299 | 2026-03-31 |
| 17 | EXPE | EXPEDIA GROUP INC | 15.5K | $3.6M | $4.6M | 2.02% | -709 | 2026-03-31 |
| 18 | TJX | TJX COS INC NEW | 22.3K | $3.6M | $3.5M | 1.55% | -1,485 | 2026-03-31 |
| 19 | UNH | UNITEDHEALTH GROUP INC | 12.6K | $3.4M | $5.2M | 2.31% | +2.2K | 2026-03-31 |
| 20 | FCX | FREEPORT MCMORAN INC | 56.5K | $3.3M | $3.5M | 1.56% | +400 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 18.6K | $3.2M | $3.7M | 1.65% | -41 | 2026-03-31 |
| 22 | FSLR | FIRST SOLAR INC | 16.1K | $3.2M | $3.4M | 1.50% | -396 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 10.6K | $3.1M | $3.7M | 1.65% | +54 | 2026-03-31 |
| 24 | DIS | DISNEY WALT CO | 30.5K | $2.9M | $2.9M | 1.29% | +750 | 2026-03-31 |
| 25 | JNJ | JOHNSON & JOHNSON | 12.0K | $2.9M | $3.1M | 1.36% | -1,964 | 2026-03-31 |
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