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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 15 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WY WEYERHAEUSER CO Real Estate 1,198.0 $29K 0.01% NEW $23.94 -1.4%
282 GSLC GOLDMAN SACHS ETF TR 200.0 $28K 0.01% NEW $141.89 +3.5%
283 GEV GE VERNOVA INC Utilities 24.0 $28K 0.01% NEW $1174.88 -14.5%
284 SONO SONOS INC Technology 2,070.0 $28K 0.01% NEW $13.53 +16.7%
285 BSJS INVESCO EXCH TRD SLF IDX FD 1,288.0 $28K 0.01% NEW $21.74 +0.3%
286 ACN ACCENTURE PLC IRELAND Technology 223.0 $28K 0.01% NEW $124.44 +39.0%
287 PWR QUANTA SVCS INC Industrials 38.0 $27K 0.01% NEW $720.55 -3.4%
288 SCHR SCHWAB STRATEGIC TR 1,098.0 $27K 0.01% NEW $24.66 -0.9%
289 EWJ ISHARES INC 287.0 $27K 0.01% NEW $93.27 +2.2%
290 BND VANGUARD BD INDEX FDS 355.0 $26K 0.01% NEW $73.41 -1.6%
291 RKLB ROCKET LAB CORP Industrials 256.0 $26K 0.01% NEW $101.65 -22.1%
292 FCX FREEPORT MCMORAN INC Basic Materials 400.0 $25K 0.00% NEW $62.89 +5.4%
293 PGR PROGRESSIVE CORP Financial Services 115.0 $25K 0.00% NEW $218.45 -5.1%
294 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 1,931.0 $25K 0.00% NEW $12.80 -3.3%
295 FNCL FIDELITY COVINGTON TRUST 317.0 $24K 0.00% NEW $76.58 +7.6%
296 AEP AMERICAN ELEC PWR CO INC Utilities 176.0 $24K 0.00% NEW $136.90 -7.7%
297 ZTS ZOETIS INC Healthcare 332.0 $24K 0.00% NEW $71.86 +2.9%
298 Q QNITY ELECTRONICS INC Technology 146.0 $24K 0.00% NEW $163.32 -18.3%
299 DFAX DIMENSIONAL ETF TRUST 640.0 $24K 0.00% NEW $36.86 +2.1%
300 SYY SYSCO CORP Consumer Defensive 276.0 $23K 0.00% NEW $83.58 -1.9%
Page 15 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%