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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 27 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DOCU DOCUSIGN INC Technology 75.0 $3K 0.00% NEW $44.43 +35.1%
522 DFCF DIMENSIONAL ETF TRUST 76.0 $3K 0.00% NEW $42.34 -2.0%
523 EWC ISHARES INC 56.0 $3K 0.00% NEW $57.36 +7.4%
524 FG F&G ANNUITIES & LIFE INC Financial Services 120.0 $3K 0.00% NEW $26.59 -3.9%
525 PHO INVESCO EXCHANGE TRADED FD T 46.0 $3K 0.00% NEW $69.09 +2.6%
526 TSCO TRACTOR SUPPLY CO Consumer Cyclical 100.0 $3K 0.00% NEW $31.61 +9.8%
527 FNV FRANCO NEV CORP Basic Materials 15.0 $3K 0.00% NEW $208.47 +11.7%
528 FNDX SCHWAB STRATEGIC TR 100.0 $3K 0.00% NEW $31.10 +4.3%
529 WTRG ESSENTIAL UTILS INC Utilities 80.0 $3K 0.00% NEW $38.12 +5.8%
530 TRIPLE FLAG PRECIOUS METAL 100.0 $3K 0.00% NEW $29.97
531 CRWV COREWEAVE INC Technology 30.0 $3K 0.00% NEW $99.57 -6.4%
532 SNY SANOFI SA Healthcare 70.0 $3K 0.00% NEW $42.67 +5.4%
533 FTRE FORTREA HLDGS INC Healthcare 170.0 $3K 0.00% NEW $17.40 +1.1%
534 O REALTY INCOME CORP Real Estate 47.0 $3K 0.00% NEW $61.98 +0.4%
535 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 1,000.0 $3K 0.00% NEW $2.83 -17.0%
536 TGTX TG THERAPEUTICS INC Healthcare 51.0 $3K NEW $54.94 -8.5%
537 GM GENERAL MTRS CO Consumer Cyclical 36.0 $3K NEW $77.08 +8.6%
538 MBBA BLACKROCK ETF TRUST II 55.0 $3K NEW $49.76 -1.7%
539 GALAXY DIGITAL INC. 100.0 $3K NEW $27.34
540 FAS DIREXION SHARES ETF TRUST 18.0 $3K NEW $147.22 +23.1%
Page 27 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%