Institutional Fund
Rh Tailwind Management, LLC
West Conshohocken, PACIK 20653312 filings on record
Portfolio Value
$193.24M
Q1 2026
Holdings
23
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+94.4%
from $99.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ge Vernova Inc7.7%
- Taiwan Semiconductor Mfg Ltd7.3%
- Lockheed Martin Corp7.2%
- Chevron Corp New7.1%
- Alphabet Inc6.5%
- Spdr Series Trust5.9%
- Other58.2%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ge Vernova Inc | 17.0K | $14.84M | 7.7% | +11.5K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 42.0K | $14.19M | 7.3% | +42.0K | New |
| 3 | Lockheed Martin Corp | 23.0K | $13.90M | 7.2% | +23.0K | New |
| 4 | Chevron Corp New | 66.0K | $13.66M | 7.1% | +66.0K | New |
| 5 | Alphabet Inc | 44.0K | $12.65M | 6.5% | +38.0K | Added |
| 6 | Spdr Series Trust | 63.0K | $11.46M | 5.9% | +63.0K | New |
| 7 | Vaneck ETF Trust | 29.0K | $11.12M | 5.8% | +6.0K | Added |
| 8 | Howmet Aerospace Inc | 48.0K | $11.06M | 5.7% | +48.0K | New |
| 9 | Vertiv Holdings Co | 41.7K | $10.45M | 5.4% | +41.7K | New |
| 10 | Citigroup Inc | 90.7K | $10.28M | 5.3% | +16.7K | Added |
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