§ 13F · FUND PROFILE
Point Windward Advisors Inc..
AUM · $226M (13F)Positions · 97Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 12K | $9M | — | −6% |
| 2 | BX | BLACKSTONE INC | 65K | $8M | — | +6% |
| 3 | GOOGL | ALPHABET INC | 19K | $7M | — | −3% |
| 4 | AAPL | APPLE INC | 23K | $7M | — | −2% |
| 5 | AMZN | AMAZON COM INC | 28K | $7M | — | −3% |
| 6 | XLK | SELECT SECTOR SPDR TR | 34K | $6M | — | ±0% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 10K | $6M | — | −17% |
| 8 | ABBV | ABBVIE INC | 23K | $6M | — | ±0% |
| 9 | UNH | UNITEDHEALTH GROUP INC | 13K | $5M | — | +1% |
| 10 | AVGO | BROADCOM INC | 14K | $5M | — | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POINT SIGNAL
AC read
Point Windward Advisors Inc. is a Other fund managing $226 million in assets. The fund runs a portfolio of 97 positions.
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