Point Windward Advisors Inc. - Portfolio Stock Holdings
Point Windward Advisors Inc. disclosed 101 stock positions in a recent SEC 13F filing. $218,137,440 of stock holdings were filed, with the largest holdings including BX, AMZN, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $358,565,215 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
101Est. Stock Holding Value:
$218,137,440Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Point Windward Advisors Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...