StockDriftsStockDriftsTop 50 Nordwand Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 4.7% | 81.1K | $30.6M | +0.79%(+635) | $221.32(+89.94%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 4.58% | 87.0K | $29.9M | -0.06%(-50) | $273.84(+30.07%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.9% | 85.4K | $25.4M | -0.06%(-55) | $81.32(+157.30%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.93% | 25.5K | $19.1M | +2.73%(+678) | $618.62(+25.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 51.3K | $19.1M | +1.99%(+1.00K) | $361.28(+39.16%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 2.93% | 57.1K | $19.1M | +0.17%(+98) | $104.03(+169.03%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.65% | 40.6K | $17.3M | +0.92%(+369) | $319.69(+42.36%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.19% | 20.0K | $14.3M | -0.12%(-25) | $325.39(+98.59%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.17% | 120.5K | $14.2M | +0.54%(+650) | $65.89(+83.75%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.15% | 11.7K | $14.0M | -0.75%(-88) | $798.66(+53.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.78% | +43.43% | — | — | +37.48% |
| Top 20 Holdings Unweighted | +15.23% | +53.02% | — | — | +52.73% |
Nordwand Advisors, LLC reports $652.24M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (4.7%), VV (4.6%) and MRVL (3.9%). The top 20 holdings account for 49.77% of reported assets. Its disclosed equity book has returned +43.43% 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 Nordwand Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962713). View Nordwand Advisors, LLC’s 13F filings on SEC