Point Windward Advisors Inc.

13F filer · CIK 0001356202

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$226MU.S. long equity reported on 13F

Positions805 new · 3 closed

Net flow last quarter-$5.02MBuys minus sells

Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202680 positions
AMATApplied Materials Inc	$8.57M	3.79%	0.00%	-5.5%	Q2 2013
BXBlackstone Inc.	$7.64M	3.38%	0.01%	+5.8%	Q2 2013
GOOGLAlphabet Inc.	$6.92M	3.06%	0.00%	-3.2%	Q3 2015
AAPLApple Inc.	$6.73M	2.97%	0.00%	-2.1%	Q2 2013
AMZNAmazon Com Inc	$6.59M	2.91%	0.00%	-3.3%	Q2 2013
AMDAdvanced Micro Devices Inc	$5.94M	2.63%	0.00%	-17.0%	Q3 2024
ABBVAbbVie Inc.	$5.76M	2.55%	0.00%	-0.3%	Q2 2013
UNHUnitedhealth Group Inc	$5.28M	2.34%	0.00%	+0.7%	Q3 2013
AVGOBroadcom Inc.	$5.27M	2.33%	0.00%	-6.2%	Q2 2017
MUMicron Technology Inc	$4.66M	2.06%	0.00%	-52.4%	Q4 2013
METAMeta Platforms, Inc.	$4.65M	2.06%	Not reported	-1.2%	Q2 2013
MRKMerck & Co., Inc.	$4.38M	1.93%	0.00%	+0.2%	Q2 2013
MSFTMicrosoft Corp	$4.27M	1.89%	0.00%	+0.9%	Q4 2013
ETNEaton Corp plc	$4.23M	1.87%	0.00%	-1.7%	Q3 2022
UBERUber Technologies, Inc	$3.9M	1.73%	0.00%	-0.7%	Q1 2020
EXPEExpedia Group, Inc.	$3.89M	1.72%	0.01%	-2.0%	Q3 2013
NEENextera Energy Inc	$3.76M	1.66%	0.00%	+1.7%	Q2 2013
NVDANvidia Corp	$3.65M	1.61%	0.00%	-1.9%	Q1 2017
DLRDigital Realty Trust, Inc.	$3.47M	1.53%	0.01%	-5.1%	Q1 2014
FCXFreeport-Mcmoran Inc	$3.46M	1.53%	0.00%	-2.7%	Q2 2013
IBMInternational Business Machines Corp	$3.43M	1.52%	0.00%	+4.9%	Q4 2013
TJXTJX Companies Inc	$3.37M	1.49%	0.00%	-0.5%	Q4 2020
JPMJPMorgan Chase & Co	$3.33M	1.47%	0.00%	-4.3%	Q2 2013
VVisa Inc.	$3.29M	1.45%	0.00%	0.0%	Q2 2020
HDHome Depot, Inc.	$3.26M	1.44%	0.00%	+5.8%	Q2 2013
CATCaterpillar Inc	$3.19M	1.41%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$3.05M	1.35%	0.00%	+0.1%	Q2 2013
BABoeing Co	$3.04M	1.34%	0.00%	+2.6%	Q2 2013
FSLRFirst Solar, Inc.	$3.03M	1.34%	0.01%	-20.5%	Q2 2013
KOCoca Cola Co	$2.99M	1.32%	0.00%	-0.7%	Q1 2020
DISWalt Disney Co	$2.93M	1.30%	0.00%	-0.2%	Q2 2013
NFLXNetflix Inc	$2.79M	1.23%	0.00%	+3.6%	Q2 2013
ORCLOracle Corp	$2.77M	1.22%	0.00%	-0.5%	Q2 2013
DDominion Energy, Inc	$2.76M	1.22%	0.00%	+0.6%	Q3 2013
SNOWSnowflake Inc.	$2.64M	1.17%	0.00%	+251.0%	Q1 2026
MDTMedtronic plc	$2.58M	1.14%	0.00%	-1.7%	Q1 2023
WMTWalmart Inc.	$2.5M	1.11%	0.00%	+1.6%	Q2 2022
CRMSalesforce, Inc.	$2.41M	1.06%	0.00%	+12.5%	Q2 2016
PGPROCTER & GAMBLE Co	$2.17M	0.96%	0.00%	+0.1%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$2.07M	0.92%	Not reported	+13.9%	Q1 2024
VICIVici Properties Inc.	$1.99M	0.88%	0.01%	-1.6%	Q3 2021
TMOThermo Fisher Scientific Inc.	$1.96M	0.87%	0.00%	-0.8%	Q1 2025
TTWOTake Two Interactive Software Inc	$1.86M	0.82%	0.00%	+1.2%	Q3 2014
MCDMcdonalds Corp	$1.86M	0.82%	0.00%	+11.2%	Q2 2020
PFEPfizer Inc	$1.68M	0.74%	0.00%	+0.6%	Q2 2013
FDXFedex Corp	$1.67M	0.74%	0.00%	Not reported	Q2 2015
WMBWilliams Companies, Inc.	$1.66M	0.73%	0.00%	-6.6%	Q2 2015
ORealty Income Corp	$1.6M	0.71%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$1.58M	0.70%	0.00%	Not reported	Q1 2017
DUKDuke Energy CORP	$1.52M	0.67%	0.00%	+3.2%	Q2 2013

Q1 2026Reported Apr 9, 202677 positions
BXBlackstone Inc.	$7.06M	3.54%	0.01%	+102.7%	Q2 2013
AAPLApple Inc.	$6.02M	3.02%	0.00%	-0.8%	Q2 2013
AMZNAmazon Com Inc	$5.95M	2.98%	0.00%	+0.8%	Q2 2013
GOOGLAlphabet Inc.	$5.75M	2.88%	0.00%	-16.1%	Q3 2015
ABBVAbbVie Inc.	$5M	2.50%	0.00%	-3.1%	Q2 2013
METAMeta Platforms, Inc.	$4.78M	2.39%	Not reported	+0.3%	Q2 2013
AVGOBroadcom Inc.	$4.6M	2.31%	0.00%	-8.9%	Q2 2017
AMATApplied Materials Inc	$4.29M	2.15%	0.00%	-33.2%	Q2 2013
MSFTMicrosoft Corp	$4.21M	2.11%	0.00%	+6.5%	Q4 2013
MRKMerck & Co., Inc.	$4.09M	2.05%	0.00%	-0.8%	Q2 2013
UBERUber Technologies, Inc	$3.92M	1.96%	0.00%	+1.0%	Q1 2020
NEENextera Energy Inc	$3.92M	1.96%	0.00%	+4.6%	Q2 2013
DLRDigital Realty Trust, Inc.	$3.67M	1.84%	0.01%	+0.1%	Q1 2014
NFLXNetflix Inc	$3.63M	1.82%	0.00%	+23.5%	Q2 2013
ETNEaton Corp plc	$3.61M	1.81%	0.00%	-2.9%	Q3 2022
EXPEExpedia Group, Inc.	$3.58M	1.79%	0.01%	-4.4%	Q3 2013
TJXTJX Companies Inc	$3.57M	1.79%	0.00%	-6.2%	Q4 2020
UNHUnitedhealth Group Inc	$3.41M	1.71%	0.00%	+21.0%	Q3 2013
FCXFreeport-Mcmoran Inc	$3.32M	1.66%	0.00%	+0.7%	Q2 2013
NVDANvidia Corp	$3.24M	1.63%	0.00%	-0.2%	Q1 2017
FSLRFirst Solar, Inc.	$3.18M	1.59%	0.02%	-2.4%	Q2 2013
JPMJPMorgan Chase & Co	$3.13M	1.57%	0.00%	+0.5%	Q2 2013
DISWalt Disney Co	$2.94M	1.47%	0.00%	+2.5%	Q2 2013
JNJJohnson & Johnson	$2.93M	1.47%	0.00%	-14.1%	Q2 2013
MDTMedtronic plc	$2.91M	1.46%	0.00%	+0.6%	Q1 2023
VVisa Inc.	$2.9M	1.45%	0.00%	+26.1%	Q2 2020
HDHome Depot, Inc.	$2.87M	1.44%	0.00%	+1.2%	Q2 2013
MUMicron Technology Inc	$2.86M	1.43%	0.00%	-12.3%	Q4 2013
KOCoca Cola Co	$2.82M	1.41%	0.00%	-6.3%	Q1 2020
IBMInternational Business Machines Corp	$2.82M	1.41%	0.00%	-1.1%	Q4 2013
ORCLOracle Corp	$2.79M	1.40%	0.00%	+6.1%	Q2 2013
BABoeing Co	$2.72M	1.36%	0.00%	+0.4%	Q2 2013
WMTWalmart Inc.	$2.7M	1.35%	0.00%	-4.4%	Q2 2022
CRMSalesforce, Inc.	$2.55M	1.28%	0.00%	+24.0%	Q2 2016
AMDAdvanced Micro Devices Inc	$2.51M	1.26%	0.00%	+1.9%	Q3 2024
DDominion Energy, Inc	$2.48M	1.24%	0.00%	+0.4%	Q3 2013
GEHCGE HealthCare Technologies Inc.	$2.36M	1.18%	0.01%	+2.9%	Q3 2023
PGPROCTER & GAMBLE Co	$2.14M	1.07%	0.00%	+4.0%	Q4 2013
CATCaterpillar Inc	$2.13M	1.06%	0.00%	-7.7%	Q2 2013
VICIVici Properties Inc.	$2.08M	1.04%	0.01%	+2.2%	Q3 2021
PFEPfizer Inc	$1.94M	0.97%	0.00%	-2.0%	Q2 2013
TMOThermo Fisher Scientific Inc.	$1.94M	0.97%	0.00%	+14.0%	Q1 2025
MCDMcdonalds Corp	$1.92M	0.96%	0.00%	+0.7%	Q2 2020
ALBAlbemarle Corp	$1.9M	0.95%	0.01%	-23.1%	Q1 2018
FDXFedex Corp	$1.9M	0.95%	0.00%	-2.3%	Q2 2015
WMBWilliams Companies, Inc.	$1.74M	0.87%	0.00%	-8.3%	Q2 2015
ULTAUlta Beauty, Inc.	$1.66M	0.83%	0.01%	+1.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.58M	0.79%	Not reported	+118.4%	Q1 2024
ORealty Income Corp	$1.58M	0.79%	0.00%	+8.3%	Q4 2024
DUKDuke Energy CORP	$1.52M	0.76%	0.00%	+2.6%	Q2 2013

Q4 2025Reported Jan 14, 202678 positions
GOOGLAlphabet Inc.	$7.46M	3.57%	0.00%	-27.1%	Q3 2015
AMZNAmazon Com Inc	$6.55M	3.13%	0.00%	-7.4%	Q2 2013
AAPLApple Inc.	$6.5M	3.11%	0.00%	-5.9%	Q2 2013
AVGOBroadcom Inc.	$5.65M	2.70%	0.00%	-11.3%	Q2 2017
METAMeta Platforms, Inc.	$5.49M	2.63%	Not reported	-5.7%	Q2 2013
ABBVAbbVie Inc.	$5.42M	2.59%	0.00%	-2.1%	Q2 2013
MSFTMicrosoft Corp	$5.16M	2.47%	0.00%	-5.4%	Q4 2013
AMATApplied Materials Inc	$4.83M	2.31%	0.00%	-11.2%	Q2 2013
BXBlackstone Inc.	$4.67M	2.23%	0.00%	+3.4%	Q2 2013
EXPEExpedia Group, Inc.	$4.59M	2.20%	0.01%	-10.5%	Q3 2013
UBERUber Technologies, Inc	$4.41M	2.11%	0.00%	-7.2%	Q1 2020
FSLRFirst Solar, Inc.	$4.32M	2.07%	0.02%	-10.8%	Q2 2013
TJXTJX Companies Inc	$3.66M	1.75%	0.00%	-8.6%	Q4 2020
QCOMQualcomm Inc	$3.62M	1.73%	0.00%	-5.7%	Q2 2013
MRKMerck & Co., Inc.	$3.61M	1.73%	0.00%	-8.5%	Q2 2013
ORCLOracle Corp	$3.49M	1.67%	0.00%	-6.2%	Q2 2013
IBMInternational Business Machines Corp	$3.48M	1.67%	0.00%	-2.6%	Q4 2013
NVDANvidia Corp	$3.48M	1.66%	0.00%	-7.7%	Q1 2017
UNHUnitedhealth Group Inc	$3.44M	1.65%	0.00%	-0.4%	Q3 2013
JPMJPMorgan Chase & Co	$3.41M	1.63%	0.00%	-0.6%	Q2 2013
DISWalt Disney Co	$3.38M	1.62%	0.00%	-8.0%	Q2 2013
ETNEaton Corp plc	$3.31M	1.58%	0.00%	-7.9%	Q3 2022
NEENextera Energy Inc	$3.23M	1.55%	0.00%	-5.2%	Q2 2013
MDTMedtronic plc	$3.21M	1.54%	0.00%	-2.6%	Q1 2023
DLRDigital Realty Trust, Inc.	$3.15M	1.51%	0.01%	-2.2%	Q1 2014
HDHome Depot, Inc.	$2.97M	1.42%	0.00%	+3.3%	Q2 2013
BABoeing Co	$2.96M	1.42%	0.00%	+4.6%	Q2 2013
CRMSalesforce, Inc.	$2.92M	1.40%	0.00%	-8.1%	Q2 2016
JNJJohnson & Johnson	$2.89M	1.38%	0.00%	-3.7%	Q2 2013
NFLXNetflix Inc	$2.86M	1.37%	0.00%	+3.2%	Q2 2013
FCXFreeport-Mcmoran Inc	$2.85M	1.36%	0.00%	Not reported	Q2 2013
KOCoca Cola Co	$2.76M	1.32%	0.00%	+3.3%	Q1 2020
MUMicron Technology Inc	$2.76M	1.32%	0.00%	-18.2%	Q4 2013
VVisa Inc.	$2.67M	1.28%	0.00%	-1.1%	Q2 2020
GEHCGE HealthCare Technologies Inc.	$2.64M	1.26%	0.01%	-6.7%	Q3 2023
AMDAdvanced Micro Devices Inc	$2.59M	1.24%	0.00%	-0.9%	Q3 2024
WMTWalmart Inc.	$2.53M	1.21%	0.00%	+0.5%	Q2 2022
DDominion Energy, Inc	$2.34M	1.12%	0.00%	+455.2%	Q3 2013
VICIVici Properties Inc.	$2.1M	1.01%	0.01%	+6.1%	Q3 2021
PGPROCTER & GAMBLE Co	$2.04M	0.98%	0.00%	+0.5%	Q4 2013
TMOThermo Fisher Scientific Inc.	$2.01M	0.96%	0.00%	-15.3%	Q1 2025
ALBAlbemarle Corp	$1.95M	0.93%	0.01%	-18.2%	Q1 2018
ADPAutomatic Data Processing Inc	$1.93M	0.92%	0.00%	Not reported	Q1 2023
ULTAUlta Beauty, Inc.	$1.9M	0.91%	0.01%	-13.8%	Q4 2024
MCDMcdonalds Corp	$1.88M	0.90%	0.00%	+3.1%	Q2 2020
CATCaterpillar Inc	$1.86M	0.89%	0.00%	Not reported	Q2 2013
PFEPfizer Inc	$1.76M	0.84%	0.00%	-1.2%	Q2 2013
TTWOTake Two Interactive Software Inc	$1.72M	0.83%	0.00%	-14.1%	Q3 2014
FDXFedex Corp	$1.57M	0.75%	0.00%	-15.3%	Q2 2015
WMBWilliams Companies, Inc.	$1.56M	0.75%	0.00%	-3.0%	Q2 2015

Q3 2025Reported Oct 14, 202580 positions
GOOGLAlphabet Inc.	$7.94M	3.71%	0.00%	-24.3%	Q3 2015
AMZNAmazon Com Inc	$6.73M	3.14%	0.00%	-14.5%	Q2 2013
METAMeta Platforms, Inc.	$6.48M	3.03%	Not reported	-26.3%	Q2 2013
AAPLApple Inc.	$6.48M	3.02%	0.00%	-11.7%	Q2 2013
AVGOBroadcom Inc.	$6.07M	2.83%	0.00%	-22.4%	Q2 2017
MSFTMicrosoft Corp	$5.84M	2.73%	0.00%	-11.3%	Q4 2013
UBERUber Technologies, Inc	$5.69M	2.66%	0.00%	-16.9%	Q1 2020
ABBVAbbVie Inc.	$5.61M	2.62%	0.00%	-2.5%	Q2 2013
ORCLOracle Corp	$5.36M	2.51%	0.00%	-16.6%	Q2 2013
BXBlackstone Inc.	$5M	2.34%	0.00%	-2.3%	Q2 2013
AMATApplied Materials Inc	$4.33M	2.02%	0.00%	-13.6%	Q2 2013
ETNEaton Corp plc	$4.22M	1.97%	0.00%	-13.4%	Q3 2022
FSLRFirst Solar, Inc.	$4.09M	1.91%	0.02%	-14.1%	Q2 2013
EXPEExpedia Group, Inc.	$3.87M	1.81%	0.02%	-14.3%	Q3 2013
TJXTJX Companies Inc	$3.77M	1.76%	0.00%	-12.7%	Q4 2020
NVDANvidia Corp	$3.77M	1.76%	0.00%	-14.1%	Q1 2017
QCOMQualcomm Inc	$3.74M	1.74%	0.00%	-9.9%	Q2 2013
DISWalt Disney Co	$3.7M	1.73%	0.00%	-12.9%	Q2 2013
UNHUnitedhealth Group Inc	$3.62M	1.69%	0.00%	+44.9%	Q3 2013
DLRDigital Realty Trust, Inc.	$3.59M	1.68%	0.01%	-3.9%	Q1 2014
NFLXNetflix Inc	$3.55M	1.66%	0.00%	-9.3%	Q2 2013
IBMInternational Business Machines Corp	$3.4M	1.59%	0.00%	-7.8%	Q4 2013
HDHome Depot, Inc.	$3.38M	1.58%	0.00%	-4.2%	Q2 2013
JPMJPMorgan Chase & Co	$3.36M	1.57%	0.00%	-11.7%	Q2 2013
MDTMedtronic plc	$3.26M	1.52%	0.00%	-8.3%	Q1 2023
NEENextera Energy Inc	$3.21M	1.50%	0.00%	-2.9%	Q2 2013
MRKMerck & Co., Inc.	$3.14M	1.47%	0.00%	-5.1%	Q2 2013
CRMSalesforce, Inc.	$2.84M	1.33%	0.00%	+17.3%	Q2 2016
BABoeing Co	$2.81M	1.31%	0.00%	+0.4%	Q2 2013
JNJJohnson & Johnson	$2.68M	1.25%	0.00%	-6.4%	Q2 2013
VVisa Inc.	$2.63M	1.23%	0.00%	-11.1%	Q2 2020
GEHCGE HealthCare Technologies Inc.	$2.59M	1.21%	0.01%	-10.1%	Q3 2023
KOCoca Cola Co	$2.54M	1.19%	0.00%	-1.6%	Q1 2020
WMTWalmart Inc.	$2.33M	1.09%	0.00%	-17.8%	Q2 2022
VICIVici Properties Inc.	$2.3M	1.07%	0.01%	-0.7%	Q3 2021
ADPAutomatic Data Processing Inc	$2.2M	1.03%	0.00%	-8.0%	Q1 2023
FCXFreeport-Mcmoran Inc	$2.2M	1.03%	0.00%	+3.7%	Q2 2013
PGPROCTER & GAMBLE Co	$2.18M	1.02%	0.00%	-3.1%	Q4 2013
AMTAmerican Tower Corp	$2.03M	0.95%	0.00%	+1.8%	Q4 2016
TTWOTake Two Interactive Software Inc	$2.03M	0.95%	0.00%	-18.9%	Q3 2014
ULTAUlta Beauty, Inc.	$1.99M	0.93%	0.01%	-18.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.99M	0.93%	0.00%	-16.3%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.98M	0.92%	0.00%	Not reported	Q3 2024
MUMicron Technology Inc	$1.98M	0.92%	0.00%	Not reported	Q4 2013
PYPLPayPal Holdings, Inc.	$1.89M	0.88%	0.00%	-4.6%	Q2 2016
PFEPfizer Inc	$1.82M	0.85%	0.00%	+3.4%	Q2 2013
MCDMcdonalds Corp	$1.81M	0.84%	0.00%	-5.9%	Q2 2020
WMBWilliams Companies, Inc.	$1.7M	0.79%	0.00%	-2.7%	Q2 2015
CATCaterpillar Inc	$1.55M	0.72%	0.00%	Not reported	Q2 2013
FDXFedex Corp	$1.52M	0.71%	0.00%	-11.6%	Q2 2015

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