Leeward Financial Partners, LLC
Leeward Financial Partners, LLC reported 108 holdings worth US$381M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Leeward Financial Partners, LLC reported 108 holdings worth US$381M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Amazon.com, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 108
- Value as reported
- US$381M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 51,834 | US$19.3M | 5.1% |
| Apple Inc | 55,191 | US$16M | 4.2% |
| Amazon.com, Inc. | 54,781 | US$13.1M | 3.4% |
| Alphabet Inc (google) Class C | 34,349 | US$12.3M | 3.2% |
| Costco Wholesale Corporation | 9,094 | US$8.51M | 2.2% |
| Goldman Sachs Group, Inc. (the) | 8,261 | US$8.35M | 2.2% |
| Nvidia Corporation | 39,614 | US$7.93M | 2.1% |
| Vertiv Holdings, Llc | 18,943 | US$6.34M | 1.7% |
| Applovin Corporation | 10,807 | US$5.57M | 1.5% |
| Jp Morgan Chase & Co. | 16,987 | US$5.56M | 1.5% |
| Broadcom Inc. | 14,404 | US$5.44M | 1.4% |
| Natera, Inc. | 19,553 | US$5.31M | 1.4% |
| Unitedhealth Group Incorporated | 12,411 | US$5.16M | 1.4% |
| Ecolab Inc. | 18,338 | US$5.11M | 1.3% |
| Cummins Inc. | 6,763 | US$4.82M | 1.3% |
| Marriott International | 12,484 | US$4.63M | 1.2% |
| Teradyne, Inc. | 7,719 | US$3.73M | 0.98% |
| Lam Research Corporation | 7,217 | US$3.13M | 0.82% |
| Meta Platforms, Inc. | 4,111 | US$2.32M | 0.61% |
| Amphenol Corporation | 12,196 | US$2.15M | 0.56% |
| Axon Enterprise, Inc. | 2,457 | US$1.38M | 0.36% |
| Intuitive Surgical, Inc. | 3,321 | US$1.32M | 0.35% |
| Visa Inc. | 3,469 | US$1.19M | 0.31% |
| Starbucks Corporation | 9,728 | US$994K | 0.26% |
| Oracle Corporation | 6,126 | US$898K | 0.24% |
| Netflix, Inc. | 12,500 | US$893K | 0.23% |
| Adaptive Biotechnologies Corporation | 41,400 | US$888K | 0.23% |
| Eli Lilly And Company | 659 | US$790K | 0.21% |
| Arista Networks, Inc. | 3,931 | US$668K | 0.18% |
| Pnc Financial Services Group, Inc. (the) | 2,696 | US$664K | 0.17% |
| Berkshire Hathaway Inc. | 1,245 | US$623K | 0.16% |
| Palantir Technologies Inc. | 5,223 | US$609K | 0.16% |
| Paccar Inc. | 4,996 | US$600K | 0.16% |
| Micron Technology, Inc. | 499 | US$576K | 0.15% |
| Comfort Systems Usa, Inc. | 272 | US$539K | 0.14% |
| Regal Rexnord Corporation | 2,243 | US$534K | 0.14% |
| Interactive Brokers Group, Inc. | 5,527 | US$481K | 0.13% |
| Boeing Company (the) | 2,060 | US$446K | 0.12% |
| Celestica Inc. | 1,034 | US$377K | 0.10% |
| Datadog, Inc. | 1,382 | US$360K | 0.09% |
| Arthur J. Gallagher & Co. | 1,560 | US$358K | 0.09% |
| Abbvie Inc. | 1,271 | US$320K | 0.08% |
| Howmet Aerospace Inc. | 1,177 | US$316K | 0.08% |
| Donaldson Company, Inc. | 3,482 | US$313K | 0.08% |
| United Rentals, Inc. | 253 | US$287K | 0.08% |
| Shopify Inc. | 2,460 | US$281K | 0.07% |
| Broadridge Financial Solutions, Inc. | 2,000 | US$274K | 0.07% |
| Merck & Company, Inc. | 2,131 | US$274K | 0.07% |
| Morgan Stanley | 1,281 | US$268K | 0.07% |
| Servicenow, Inc. | 2,679 | US$266K | 0.07% |
| Mcdonald's Corporation | 950 | US$257K | 0.07% |
| Home Depot, Inc. (the) | 719 | US$254K | 0.07% |
| Stryker Corporation | 787 | US$248K | 0.07% |
| Dell Technologies Inc. | 553 | US$239K | 0.06% |
| Advanced Micro Devices Inc | 410 | US$238K | 0.06% |
| Tesla, Inc. | 553 | US$233K | 0.06% |
| International Business Machines Corporation | 803 | US$226K | 0.06% |
| Applied Materials, Inc. | 293 | US$212K | 0.06% |
| Crowdstrike Holdings, Inc. | 269 | US$205K | 0.05% |
Source
View original at SEC
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