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Portfolio (Quarterly) Guide ↗

Tradewinds Capital Management, LLC

· CIK 0001616026
13F Portfolio $563M AUM 715 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 715 New
Page 21 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SCHP SCHWAB STRATEGIC TR 376.0 $10K 0.00% NEW $26.50 -1.8%
402 RXT RACKSPACE TECHNOLOGY INC Technology 1,500.0 $10K 0.00% NEW $6.53 -48.0%
403 LEU CENTRUS ENERGY CORP Energy 58.0 $10K 0.00% NEW $167.88 +8.4%
404 BWXT BWX TECHNOLOGIES INC Industrials 50.0 $10K 0.00% NEW $194.66 -17.0%
405 SE SEA LTD Consumer Cyclical 100.0 $10K 0.00% NEW $95.83 +24.8%
406 RQI COHEN & STEERS QUALITY INCOM Financial Services 775.0 $10K 0.00% NEW $12.31 +0.8%
407 AMC ENTMT HLDGS INC 5,010.0 $10K 0.00% NEW $1.90
408 XSD SPDR SERIES TRUST 15.0 $9K 0.00% NEW $624.67 -19.4%
409 DASH DOORDASH INC Communication Services 50.0 $9K 0.00% NEW $184.54 +20.0%
410 QURE UNIQURE NV Healthcare 200.0 $9K 0.00% NEW $46.06 +5.1%
411 SUSB ISHARES TR 359.0 $9K 0.00% NEW $24.99 -0.5%
412 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 104.0 $9K 0.00% NEW $86.26 +16.8%
413 EXPI AGNT INC Real Estate 1,649.0 $9K 0.00% NEW $5.41 -12.6%
414 VEEV VEEVA SYS INC Healthcare 50.0 $9K 0.00% NEW $177.48 +40.8%
415 FWD AB ACTIVE ETFS INC 59.0 $9K 0.00% NEW $148.14 -12.3%
416 VOLATILITY SHS TR 400.0 $9K 0.00% NEW $21.76
417 DUPONT DE NEMOURS INC 64.0 $9K 0.00% NEW $135.64
418 ITRI ITRON INC Technology 100.0 $9K 0.00% NEW $86.53 +15.0%
419 CARNIVAL CORP LTD 300.0 $9K 0.00% NEW $28.57
420 HEGD LISTED FDS TR 318.0 $8K 0.00% NEW $26.66 +1.9%
Page 21 of 36  ·  715 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.0%
Technology 27.5%
Industrials 7.4%
Healthcare 6.4%
Consumer Cyclical 5.6%
Communication Services 4.0%
Energy 3.5%
Consumer Defensive 3.1%
Utilities 1.5%
Basic Materials 0.8%