Point Windward Advisors as of March 31, 2026
Portfolio Holdings for Point Windward Advisors
Point Windward Advisors holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Group Inc Com Cl A (BX) | 3.5 | $7.1M | 61k | 114.99 | |
| Apple (AAPL) | 3.0 | $6.0M | 24k | 253.79 | |
| Amazon (AMZN) | 3.0 | $6.0M | 29k | 208.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $5.7M | 20k | 287.56 | |
| Abbvie (ABBV) | 2.5 | $5.0M | 23k | 217.49 | |
| Meta Platforms Cl A (META) | 2.4 | $4.8M | 8.3k | 572.13 | |
| Broadcom (AVGO) | 2.3 | $4.6M | 15k | 309.52 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 2.2 | $4.5M | 34k | 132.90 | |
| Applied Materials (AMAT) | 2.1 | $4.3M | 13k | 341.79 | |
| Microsoft Corporation (MSFT) | 2.1 | $4.2M | 11k | 370.18 | |
| Merck & Co (MRK) | 2.0 | $4.1M | 34k | 120.29 | |
| Uber Technologies (UBER) | 2.0 | $3.9M | 55k | 71.93 | |
| Nextera Energy (NEE) | 2.0 | $3.9M | 42k | 92.88 | |
| Digital Realty Trust (DLR) | 1.8 | $3.7M | 20k | 180.21 | |
| Netflix (NFLX) | 1.8 | $3.6M | 38k | 96.15 | |
| Eaton Corp SHS (ETN) | 1.8 | $3.6M | 10k | 357.67 | |
| Expedia Group Com New (EXPE) | 1.8 | $3.6M | 16k | 230.89 | |
| TJX Companies (TJX) | 1.8 | $3.6M | 22k | 159.70 | |
| UnitedHealth (UNH) | 1.7 | $3.4M | 13k | 270.59 | |
| Freeport Mcmoran CL B (FCX) | 1.7 | $3.3M | 57k | 58.78 | |
| NVIDIA Corporation (NVDA) | 1.6 | $3.2M | 19k | 174.40 | |
| First Solar (FSLR) | 1.6 | $3.2M | 16k | 197.26 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $3.1M | 11k | 294.17 | |
| Walt Disney Company (DIS) | 1.5 | $2.9M | 31k | 96.38 | |
| Johnson & Johnson (JNJ) | 1.5 | $2.9M | 12k | 244.44 | |
| Medtronic SHS (MDT) | 1.5 | $2.9M | 34k | 86.65 | |
| Visa Com Cl A (V) | 1.5 | $2.9M | 9.6k | 302.23 | |
| Home Depot (HD) | 1.4 | $2.9M | 8.7k | 328.90 | |
| Micron Technology (MU) | 1.4 | $2.9M | 8.5k | 337.84 | |
| Coca-Cola Company (KO) | 1.4 | $2.8M | 37k | 76.05 | |
| International Business Machines (IBM) | 1.4 | $2.8M | 12k | 242.39 | |
| Oracle Corporation (ORCL) | 1.4 | $2.8M | 19k | 147.11 | |
| Boeing Company (BA) | 1.4 | $2.7M | 14k | 199.03 | |
| Wal-Mart Stores (WMT) | 1.4 | $2.7M | 22k | 124.28 | |
| Boeing Dep Conv Pfd A (BA.PA) | 1.3 | $2.6M | 39k | 64.88 | |
| salesforce (CRM) | 1.3 | $2.6M | 14k | 186.67 | |
| Advanced Micro Devices (AMD) | 1.3 | $2.5M | 12k | 203.43 | |
| Dominion Resources (D) | 1.2 | $2.5M | 40k | 61.82 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.2 | $2.4M | 33k | 71.18 | |
| Select Sector Spdr Tr State Street Con (XLY) | 1.1 | $2.3M | 21k | 108.98 | |
| Procter & Gamble Company (PG) | 1.1 | $2.1M | 15k | 144.44 | |
| Select Sector Spdr Tr State Street Com (XLC) | 1.1 | $2.1M | 19k | 110.86 | |
| Caterpillar (CAT) | 1.1 | $2.1M | 3.0k | 708.46 | |
| Vici Pptys (VICI) | 1.0 | $2.1M | 76k | 27.32 | |
| Pfizer (PFE) | 1.0 | $1.9M | 69k | 28.08 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $1.9M | 4.0k | 491.53 | |
| McDonald's Corporation (MCD) | 1.0 | $1.9M | 6.2k | 310.81 | |
| Albemarle Corporation (ALB) | 1.0 | $1.9M | 11k | 179.53 | |
| FedEx Corporation (FDX) | 1.0 | $1.9M | 5.3k | 356.18 | |
| Williams Companies (WMB) | 0.9 | $1.7M | 24k | 72.78 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.7M | 3.2k | 522.71 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.6M | 2.4k | 650.34 | |
| Realty Income (O) | 0.8 | $1.6M | 26k | 61.18 | |
| Duke Energy Corp Com New (DUK) | 0.8 | $1.5M | 12k | 130.94 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.8 | $1.5M | 10k | 146.61 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $1.5M | 7.3k | 197.50 | |
| Lennar Corp Cl A (LEN) | 0.7 | $1.3M | 15k | 86.84 | |
| Automatic Data Processing (ADP) | 0.7 | $1.3M | 6.6k | 203.18 | |
| Goldman Sachs (GS) | 0.7 | $1.3M | 1.6k | 845.99 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $1.3M | 26k | 49.37 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.6 | $1.3M | 8.0k | 161.73 | |
| Paypal Holdings (PYPL) | 0.6 | $1.2M | 27k | 45.23 | |
| Exelon Corporation (EXC) | 0.6 | $1.2M | 24k | 49.02 | |
| Gilead Sciences (GILD) | 0.6 | $1.2M | 8.4k | 139.37 | |
| Qualcomm (QCOM) | 0.6 | $1.2M | 9.0k | 128.78 | |
| Abbott Laboratories (ABT) | 0.6 | $1.1M | 11k | 102.67 | |
| Workday Cl A (WDAY) | 0.5 | $1.0M | 7.7k | 129.92 | |
| The Trade Desk Com Cl A (TTD) | 0.5 | $925k | 41k | 22.69 | |
| Chubb (CB) | 0.4 | $782k | 2.4k | 325.93 | |
| Linde SHS (LIN) | 0.4 | $744k | 1.5k | 495.76 | |
| Spdr Series Trust State Street Spd (XBI) | 0.3 | $659k | 5.2k | 127.73 | |
| Costco Wholesale Corporation (COST) | 0.3 | $653k | 655.00 | 996.43 | |
| Welltower Inc Com reit (WELL) | 0.3 | $643k | 3.3k | 197.71 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $620k | 20k | 30.68 | |
| Amgen (AMGN) | 0.3 | $572k | 1.6k | 351.85 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $570k | 1.3k | 426.40 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $541k | 30k | 18.29 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $536k | 49k | 10.88 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $512k | 3.0k | 169.66 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $503k | 6.1k | 81.98 | |
| Snowflake Com Shs (SNOW) | 0.2 | $445k | 3.0k | 150.82 | |
| Bank of America Corporation (BAC) | 0.2 | $433k | 8.9k | 48.75 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $419k | 10k | 40.83 | |
| Blackberry (BB) | 0.2 | $375k | 116k | 3.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $358k | 747.00 | 479.20 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $331k | 1.5k | 213.67 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $304k | 4.3k | 70.18 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $295k | 3.0k | 98.39 | |
| Chevron Corporation (CVX) | 0.1 | $294k | 1.4k | 206.90 | |
| Wynn Resorts (WYNN) | 0.1 | $254k | 2.5k | 101.55 | |
| Tesla Motors (TSLA) | 0.1 | $249k | 670.00 | 371.75 | |
| Service Corporation International (SCI) | 0.1 | $246k | 3.0k | 82.50 | |
| Howard Hughes Holdings (HHH) | 0.1 | $242k | 3.8k | 63.26 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $200k | 2.6k | 76.54 |
