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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 23 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MDYG SPDR SERIES TRUST 60.0 $7K 0.00% NEW $112.10 -0.6%
442 SLYG SPDR SERIES TRUST 56.0 $7K 0.00% NEW $119.14 -1.9%
443 ASTS AST SPACEMOBILE INC Technology 75.0 $7K 0.00% NEW $88.87 -24.5%
444 IBB ISHARES TR 35.0 $7K 0.00% NEW $190.20 +7.0%
445 EMBJ EMBRAER S.A. Industrials 100.0 $6K 0.00% NEW $63.80 +20.8%
446 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 72.0 $6K 0.00% NEW $87.22 +6.3%
447 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 1,704.0 $6K 0.00% NEW $3.64 -23.6%
448 JEPQ J P MORGAN EXCHANGE TRADED F 100.0 $6K 0.00% NEW $61.46 -2.5%
449 DFSD DIMENSIONAL ETF TRUST 129.0 $6K 0.00% NEW $47.57 -0.5%
450 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 352.0 $6K 0.00% NEW $17.35 -14.8%
451 FLJP FRANKLIN TEMPLETON ETF TR 153.0 $6K 0.00% NEW $39.75 +2.2%
452 TGRT T ROWE PRICE EXCHANGE-TRADED 131.0 $6K 0.00% NEW $45.73 +1.5%
453 HEFA ISHARES TR 126.0 $6K 0.00% NEW $46.93 +0.6%
454 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1,000.0 $6K 0.00% NEW $5.91 -10.2%
455 EPD ENTERPRISE PRODS PARTNERS L Energy 158.0 $6K 0.00% NEW $36.77 +5.1%
456 PSX PHILLIPS 66 Energy 34.0 $6K 0.00% NEW $169.06 +44.0%
457 CMCSA COMCAST CORP NEW Communication Services 230.0 $6K 0.00% NEW $24.55 +6.7%
458 NEWSMAX INC 680.0 $6K 0.00% NEW $8.28
459 SII SPROTT INC Financial Services 50.0 $6K 0.00% NEW $112.36 +4.7%
460 AVEM AMERICAN CENTY ETF TR 58.0 $6K 0.00% NEW $96.50 -4.6%
Page 23 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%