§ 13F · FUND PROFILE
Nordwand Advisors, LLC.
AUM · $652M (13F)Positions · 146Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 81K | $31M | 4.7% | +1% |
| 2 | VV | VANGUARD INDEX FDS | 87K | $30M | 4.6% | ±0% |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 85K | $25M | 3.9% | ±0% |
| 4 | IVV | ISHARES TR | 26K | $19M | 2.9% | +3% |
| 5 | MSFT | MICROSOFT CORP | 51K | $19M | 2.9% | +2% |
| 6 | VRT | VERTIV HOLDINGS CO | 57K | $19M | 2.9% | ±0% |
| 7 | ETN | EATON CORP PLC | 41K | $17M | 2.7% | +1% |
| 8 | CMI | CUMMINS INC | 20K | $14M | 2.2% | ±0% |
| 9 | CSCO | CISCO SYS INC | 121K | $14M | 2.2% | +1% |
| 10 | LLY | ELI LILLY & CO | 12K | $14M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORDWAND SIGNAL
AC read
Nordwand Advisors, LLC is a Other fund managing $652 million in assets. The fund runs a portfolio of 146 positions.
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