Institutional Fund
Point Windward Advisors Inc.
New York, NYCIK 13562025 filings on record
Portfolio Value
$199.63M
Q1 2026
Holdings
94
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-4.4%
from $208.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Blackstone Inc3.5%
- Apple Inc3.0%
- Amazon Com Inc3.0%
- Alphabet Inc2.9%
- Abbvie Inc2.5%
- Meta Platforms Inc2.4%
- Other82.7%
Portfolio Holdings
94 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackstone Inc | 61.4K | $7.06M | 3.5% | +31.1K | Added |
| 2 | Apple Inc | 23.7K | $6.02M | 3.0% | −188 | Reduced |
| 3 | Amazon Com Inc | 28.6K | $5.95M | 3.0% | +214 | Added |
| 4 | Alphabet Inc | 20.0K | $5.75M | 2.9% | −3.8K | Reduced |
| 5 | Abbvie Inc | 23.0K | $5.00M | 2.5% | −735 | Reduced |
| 6 | Meta Platforms Inc | 8.3K | $4.78M | 2.4% | +26 | Added |
| 7 | Broadcom Inc | 14.9K | $4.60M | 2.3% | −1.4K | Reduced |
| 8 | Select Sector Spdr Tr | 33.5K | $4.46M | 2.2% | +4.3K | Added |
| 9 | Applied Matls Inc | 12.5K | $4.29M | 2.1% | −6.2K | Reduced |
| 10 | Microsoft Corp | 11.4K | $4.21M | 2.1% | +693 | Added |
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