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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 24 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OKLO OKLO INC Utilities 105.0 $5K 0.00% NEW $52.33 -21.0%
462 REAX THE REAL BROKERAGE INC Real Estate 2,940.0 $5K 0.00% NEW $1.82 +45.6%
463 PENN PENN ENTERTAINMENT INC Consumer Cyclical 250.0 $5K 0.00% NEW $21.36 -14.4%
464 DOW DOW HLDGS INC Basic Materials 192.0 $5K 0.00% NEW $27.36 +14.0%
465 KEMX KRANESHARES TRUST 100.0 $5K 0.00% NEW $52.47 -6.3%
466 PRU PRUDENTIAL FINL INC Financial Services 48.0 $5K 0.00% NEW $107.94 +15.4%
467 RIOT RIOT PLATFORMS INC Financial Services 189.0 $5K 0.00% NEW $27.38 -30.9%
468 VTWO VANGUARD SCOTTSDALE FDS 42.0 $5K 0.00% NEW $121.43 -0.0%
469 GILD GILEAD SCIENCES INC Healthcare 40.0 $5K 0.00% NEW $126.35 +13.5%
470 DKNG DRAFTKINGS INC NEW Consumer Cyclical 200.0 $5K 0.00% NEW $25.26 -4.8%
471 HTUS CAPITOL SER TR 115.0 $5K 0.00% NEW $43.85 +4.4%
472 MDB MONGODB INC Technology 15.0 $5K 0.00% NEW $335.93 +29.4%
473 KARO KAROOOOO LTD Technology 100.0 $5K 0.00% NEW $49.36 +27.2%
474 BITWISE FUNDS TRUST 200.0 $5K 0.00% NEW $24.50
475 APLD APPLIED DIGITAL CORP Technology 131.0 $5K 0.00% NEW $37.31 -23.6%
476 IJS ISHARES TR 35.0 $5K 0.00% NEW $137.49 +0.5%
477 MGNR AMERICAN BEACON SELECT FUNDS 98.0 $5K 0.00% NEW $48.55 +8.0%
478 IDXX IDEXX LABS INC Healthcare 9.0 $5K 0.00% NEW $526.44 +5.1%
479 AYA GOLD & SILVER INC 250.0 $5K 0.00% NEW $18.94
480 UEC URANIUM ENERGY CORP Energy 440.0 $5K 0.00% NEW $10.66 +2.8%
Page 24 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%