StockDriftsStockDriftsTop 50 Point Windward Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 3.79% | 11.9K | $8.6M | -5.52%(-693) | $68.90(+671.91%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 3.38% | 64.9K | $7.6M | +5.80%(+3.56K) | $107.09(+30.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.06% | 19.4K | $6.9M | -3.15%(-629) | $40.84(+744.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.97% | 23.2K | $6.7M | -2.06%(-488) | $40.83(+647.84%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.91% | 27.6K | $6.6M | -3.34%(-954) | $68.34(+284.15%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.82% | 33.5K | $6.4M | -0.07%(-24) | $106.46(+79.15%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.63% | 10.2K | $5.9M | -16.98%(-2.09K) | $141.75(+261.39%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.55% | 22.9K | $5.8M | -0.34%(-78) | $68.46(+264.32%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.34% | 12.7K | $5.3M | +0.74%(+94) | $372.19(+6.53%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.33% | 13.9K | $5.3M | -6.19%(-920) | $68.64(+473.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.50% | +70.66% | +9.91% | +60.39% |
| Top 20 Holdings Unweighted | +18.43% | +66.10% | +9.60% | +58.16% |
Point Windward Advisors Inc. reports $226.15M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (3.8%), BX (3.4%) and GOOGL (3.1%). The top 20 holdings account for 46.84% of reported assets. Its disclosed equity book has returned +70.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Point Windward Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1356202). View Point Windward Advisors Inc.’s 13F filings on SEC