Leeward Financial Partners, LLC
CIK 1735201 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $381.2M
- Posiciones
- 108
- A fecha de
- 30 de junio de 2026
#4 491 de 9 443 por valor de 13F · top 47.6%
Valor de cartera interanual: +13.4% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 41,91%
- Peso de las 25 principales tenencias
- 68,76%
- Posiciones superiores al 1%
- 36
- Número efectivo de posiciones
- 38,8
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 4,74% Est. compras $53 170 603 · ventas $17 013 924
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 87,1% aún se mantiene
- Nuevas posiciones
- 11
- Aumentado
- 41
- Disminuido
- 38
- Cerrada
- 3
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Technology
17,2%
Retail
5,7%
Industrials
4,9%
Communication Services
4,1%
Healthcare
3,8%
Financial Services
2,7%
Consumer Discretionary
2,7%
Financials
1,7%
Materials
1,3%
Communications
0,2%
Otro/No mapeado
55,6%
Cartera completa 108 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| VUG | $22 087 810 | 5,79% | 256 418 | $3 697 351 | Subir ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $19 334 994 | 5,07% | 51 834 | $-101 780 | Bajar ×2 | ||
| VGT | $19 121 553 | 5,02% | 159 986 | $4 347 581 | Subir ×1 | ||
| AAPL Apple Inc. - Common Stock | $15 970 037 | 4,19% | 55 191 | $1 827 741 | Bajar ×2 | ||
| VV | $15 016 994 | 3,94% | 43 665 | $2 297 659 | Subir ×2 | ||
| SCHF | $14 748 502 | 3,87% | 532 437 | $1 837 069 | Subir ×1 | ||
| VTV | $14 388 330 | 3,77% | 66 023 | $1 719 236 | Subir ×1 | ||
| SCHG | $13 925 998 | 3,65% | 411 525 | $2 193 563 | Subir ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13 056 504 | 3,43% | 54 781 | $1 391 718 | Bajar ×1 | ||
| VB | $12 081 178 | 3,17% | 39 856 | $1 805 659 | Subir ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11 760 356 | 3,09% | 32 908 | $2 149 851 | Bajar ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $8 507 352 | 2,23% | 9 094 | $-1 262 837 | Bajar ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $8 354 928 | 2,19% | 8 261 | $1 217 310 | Bajar ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $7 926 442 | 2,08% | 39 614 | $1 132 420 | Subir ×1 | ||
| VBR | $7 313 270 | 1,92% | 30 097 | $537 025 | Bajar ×2 | ||
| VBK | $6 808 452 | 1,79% | 18 618 | $1 196 113 | Subir ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $6 342 495 | 1,66% | 18 943 | $1 360 965 | Bajar ×2 | ||
| SCHV | $6 318 063 | 1,66% | 181 501 | $899 899 | Subir ×1 | ||
| BIV | $6 172 416 | 1,62% | 80 475 | $244 325 | Subir ×1 | ||
| BLV | $5 719 072 | 1,50% | 82 969 | $139 524 | Subir ×2 | ||
| APP Applovin Corporation - Class A Common Stock | $5 568 091 | 1,46% | 10 807 | $542 545 | Bajar ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5 560 355 | 1,46% | 16 987 | $818 790 | Subir ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $5 441 111 | 1,43% | 14 404 | $919 789 | Bajar ×1 | ||
| NTRA Natera, Inc. - Common Stock | $5 307 662 | 1,39% | 19 553 | $1 460 454 | Subir ×2 | ||
| VUSB | $5 265 529 | 1,38% | 105 776 | $-5 738 846 | Bajar ×1 | ||
| VEA | $5 187 843 | 1,36% | 72 812 | $672 405 | Subir ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $5 158 437 | 1,35% | 12 411 | $1 803 161 | Subir ×2 | ||
| ECL Ecolab Inc. Common Stock | $5 109 150 | 1,34% | 18 338 | $438 903 | Subir ×1 | ||
| CMI Cummins Inc. Common Stock | $4 823 439 | 1,27% | 6 763 | $1 304 788 | Subir ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $4 746 401 | 1,25% | 101 397 | $188 393 | Subir ×1 | ||
| MAR Marriott International - Class A Common Stock | $4 626 446 | 1,21% | 12 484 | $3 670 093 | Subir ×1 | ||
| MUB | $4 365 315 | 1,15% | 40 562 | $16 654 | Bajar ×1 | ||
| IVV | $4 252 946 | 1,12% | 5 679 | $545 326 | Subir ×1 | ||
| BND Vanguard Total Bond Market ETF | $4 201 254 | 1,10% | 57 230 | $372 113 | Subir ×1 | ||
| SMH SMH | $3 946 490 | 1,04% | 6 017 | $1 067 923 | Bajar ×1 | ||
| SPY SPY | $3 816 741 | 1,00% | 5 111 | $500 657 | Subir ×2 | ||
| IYW | $3 783 954 | 0,99% | 15 002 | $1 062 291 | |||
| TER Teradyne, Inc. - Common Stock | $3 734 793 | 0,98% | 7 719 | Subir ×1 | |||
| BSV | $3 211 450 | 0,84% | 41 220 | $249 340 | Subir ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3 127 343 | 0,82% | 7 217 | Subir ×1 | |||
| IEMG | $2 981 743 | 0,78% | 35 994 | $551 304 | Subir ×1 | ||
| USHY | $2 644 739 | 0,69% | 71 441 | $131 379 | Subir ×2 | ||
| TOTL | $2 562 037 | 0,67% | 64 911 | $226 787 | Subir ×1 | ||
| VIG | $2 439 316 | 0,64% | 10 309 | $-259 902 | Bajar ×2 | ||
| FLMI | $2 323 293 | 0,61% | 92 304 | $23 964 | Bajar ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2 315 685 | 0,61% | 4 111 | $-1 606 266 | Bajar ×1 | ||
| PZA | $2 244 777 | 0,59% | 95 441 | $45 818 | Bajar ×1 | ||
| VTEB | $2 204 948 | 0,58% | 43 593 | $25 624 | Bajar ×1 | ||
| APH Amphenol Corporation Common Stock | $2 150 399 | 0,56% | 12 196 | $587 449 | Bajar ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2 064 845 | 0,54% | 24 983 | $143 473 | Subir ×1 | ||
| SPTM | $1 486 576 | 0,39% | 16 374 | $195 670 | Subir ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1 388 875 | 0,36% | 1 886 | $300 294 | |||
| AXON Axon Enterprise, Inc. - Common Stock | $1 377 419 | 0,36% | 2 457 | $246 894 | Bajar ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1 320 695 | 0,35% | 3 321 | $-204 260 | Subir ×1 | ||
| HYG | $1 228 744 | 0,32% | 15 365 | $132 114 | Subir ×1 | ||
| V Visa Inc. | $1 190 321 | 0,31% | 3 469 | $131 450 | Bajar ×2 | ||
| SCHP | $1 096 570 | 0,29% | 41 380 | $-4 552 | |||
| SBUX Starbucks Corporation - Common Stock | $994 096 | 0,26% | 9 728 | $146 720 | Subir ×1 | ||
| ORCL Oracle Corporation Common Stock | $897 765 | 0,24% | 6 126 | $-22 702 | Bajar ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $892 500 | 0,23% | 12 500 | $-3 451 461 | Bajar ×2 | ||
| ADPT Adaptive Biotechnologies Corporation - Common Stock | $888 030 | 0,23% | 41 400 | $313 398 | |||
| LLY Eli Lilly and Company Common Stock | $790 424 | 0,21% | 659 | $184 296 | |||
| ANET Arista Networks, Inc. Common Stock | $667 798 | 0,18% | 3 931 | $172 135 | Bajar ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $663 809 | 0,17% | 2 696 | $102 798 | |||
| BRKB | $622 924 | 0,16% | 1 245 | $26 379 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $609 367 | 0,16% | 5 223 | $-2 429 746 | Bajar ×1 | ||
| VNQ | $607 242 | 0,16% | 6 297 | $12 314 | Bajar ×2 | ||
| PCAR PACCAR Inc. - Common Stock | $600 120 | 0,16% | 4 996 | $17 168 | Bajar ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $575 991 | 0,15% | 499 | Subir ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $539 090 | 0,14% | 272 | $130 909 | Bajar ×2 | ||
| RRX Regal Rexnord Corporation Common Stock | $534 260 | 0,14% | 2 243 | $105 996 | Bajar ×1 | ||
| VTI | $521 756 | 0,14% | 1 410 | $40 862 | Bajar ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $514 802 | 0,14% | 1 457 | $111 190 | Subir ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $481 070 | 0,13% | 5 527 | $108 429 | Bajar ×2 | ||
| DIA | $448 733 | 0,12% | 859 | $62 433 | Subir ×1 | ||
| BA Boeing Company (The) Common Stock | $445 977 | 0,12% | 2 060 | $18 813 | Bajar ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $422 711 | 0,11% | 992 | $67 902 | |||
| DFUV | $421 927 | 0,11% | 7 670 | $50 239 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $416 917 | 0,11% | 1 313 | $132 931 | Subir ×1 | ||
| MGK | $415 814 | 0,11% | 4 730 | $68 216 | Subir ×1 | ||
| CLS Celestica, Inc. Common Stock | $377 203 | 0,10% | 1 034 | $100 312 | Subir ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $359 818 | 0,09% | 1 382 | $124 072 | Bajar ×1 | ||
| AJG Arthur J. Gallagher & Co. Common Stock | $358 129 | 0,09% | 1 560 | $-2 708 | Bajar ×2 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $352 412 | 0,09% | 1 254 | $81 926 | Bajar ×2 | ||
| SCHD | $340 610 | 0,09% | 10 741 | $11 063 | |||
| ITA ITA | $339 630 | 0,09% | 1 401 | $33 161 | |||
| XLY XLY | $335 186 | 0,09% | 2 858 | $23 721 | |||
| ABBV AbbVie Inc. Common Stock | $319 834 | 0,08% | 1 271 | $44 164 | Subir ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $316 448 | 0,08% | 1 177 | $67 782 | Subir ×1 | ||
| DCI Donaldson Company, Inc. Common Stock | $312 579 | 0,08% | 3 482 | $17 062 | |||
| TECL | $299 988 | 0,08% | 1 300 | Subir ×1 | |||
| VOO | $292 392 | 0,08% | 426 | $12 904 | Bajar ×1 | ||
| URI United Rentals, Inc. Common Stock | $286 621 | 0,08% | 253 | ||||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $280 883 | 0,07% | 2 460 | $-9 143 | Subir ×1 | ||
| BR Broadridge Financial Solutions, Inc. Common Stock | $273 900 | 0,07% | 2 000 | $-51 060 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $273 834 | 0,07% | 2 131 | $17 496 | |||
| MS Morgan Stanley Common Stock | $267 780 | 0,07% | 1 281 | $-11 002 | Bajar ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $265 971 | 0,07% | 2 679 | $-18 823 | Bajar ×2 | ||
| MCD McDonald's Corporation Common Stock | $256 795 | 0,07% | 950 | $-38 492 | |||
| HD Home Depot, Inc. (The) Common Stock | $253 630 | 0,07% | 719 | $17 109 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| TER | $3 734 793 | 7 719 | 0,98% |
| LRCX | $3 127 343 | 7 217 | 0,82% |
| MU | $575 991 | 499 | 0,15% |
| TECL | $299 988 | 1 300 | 0,08% |
| URI | $286 621 | 253 | 0,08% |
| DELL | $238 597 | 553 | 0,06% |
| AMD | $238 173 | 410 | 0,06% |
| IBM | $225 812 | 803 | 0,06% |
| AMAT | $211 839 | 293 | 0,06% |
| VYM | $209 548 | 1 326 | 0,05% |
| CRWD | $205 285 | 269 | 0,05% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| VUSB | Reducido | -115K | -$5.7M |
| VGT | Compró más | +139K | +$4.3M |
| VUG | Compró más | +214K | +$3.7M |
| MAR | Compró más | +10K | +$3.7M |
| NFLX | Reducido | -33K | -$3.5M |
| PLTR | Reducido | -16K | -$2.4M |
| VV | Compró más | +1K | +$2.3M |
| SCHG | Compró más | +9K | +$2.2M |
| GOOGL | Reducido | -513 | +$2.1M |
| SCHF | Compró más | +11K | +$1.8M |
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.