Goodwin Investment Advisory reported 111 holdings worth US$49.7M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 19, 2026
Goodwin Investment Advisory reported 111 holdings worth US$49.7M as of Jun 30, 2026. Largest: The Bank Of New York Mellon Corporation, Miami International Holdings, Inc. and Axsome Therapeutics, Inc. Filed Aug 19, 2026 (Form 13F).
- Holdings
- 111
- Value as reported
- US$49.7M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| The Bank Of New York Mellon Corporation | 11,344 | US$1.64M | 3.3% |
| Miami International Holdings, Inc. | 28,025 | US$1.04M | 2.1% |
| Axsome Therapeutics, Inc. | 4,241 | US$1.04M | 2.1% |
| Broadcom Inc. | 2,460 | US$929K | 1.9% |
| Selective Insurance Group, Inc. | 6,000 | US$582K | 1.2% |
| Eli Lilly And Company | 249 | US$299K | 0.60% |
| Cisco Systems, Inc. | 2,464 | US$289K | 0.58% |
| Tesla, Inc. | 683 | US$287K | 0.58% |