Leeward Financial Partners, LLC
Net buyer this quarter
$381M
69
+$3.54M
26.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $19.3M | 5.07% | 0.00% | -1.3% | Q4 2021 |
 AAPL | $16M | 4.19% | 0.00% | -1.0% | Q4 2021 |
 AMZN | $13.1M | 3.43% | 0.00% | -2.2% | Q4 2021 |
 GOOGL | $11.8M | 3.09% | 0.00% | -1.5% | Q4 2021 |
 COST | $8.51M | 2.23% | 0.00% | -7.3% | Q4 2021 |
 GS | $8.35M | 2.19% | 0.00% | -2.1% | Q1 2024 |
 NVDA | $7.93M | 2.08% | 0.00% | +1.7% | Q2 2022 |
 VRT | $6.34M | 1.66% | 0.00% | -4.7% | Q2 2024 |
 APP | $5.57M | 1.46% | 0.00% | -14.4% | Q2 2025 |
 JPM | $5.56M | 1.46% | 0.00% | +5.4% | Q4 2021 |
 AVGO | $5.44M | 1.43% | 0.00% | -1.4% | Q1 2024 |
 NTRA | $5.31M | 1.39% | 0.01% | +1.6% | Q3 2024 |
 UNH | $5.16M | 1.35% | 0.00% | +0.1% | Q4 2021 |
 ECL | $5.11M | 1.34% | 0.01% | +4.5% | Q4 2021 |
 CMI | $4.82M | 1.27% | 0.00% | +3.4% | Q1 2026 |
 MAR | $4.63M | 1.21% | 0.00% | +327.0% | Q4 2021 |
 SMH | $3.95M | 1.04% | Not reported | -19.9% | Q4 2021 |
 SPY | $3.82M | 1.00% | Not reported | +0.2% | Q4 2021 |
 TER | $3.73M | 0.98% | 0.00% | New | Q2 2026 |
 BSVN | $3.21M | 0.84% | 0.43% | +9.1% | Q4 2021 |
 LRCX | $3.13M | 0.82% | 0.00% | New | Q2 2026 |
 META | $2.32M | 0.61% | Not reported | -40.0% | Q4 2021 |
 APH | $2.15M | 0.56% | 0.00% | -1.4% | Q4 2025 |
 QQQ | $1.39M | 0.36% | Not reported | Not reported | Q2 2022 |
 AXON | $1.38M | 0.36% | 0.00% | -7.7% | Q4 2021 |
 ISRG | $1.32M | 0.35% | 0.00% | +0.4% | Q1 2026 |
 V | $1.19M | 0.31% | 0.00% | -1.0% | Q4 2021 |
 SBUX | $994K | 0.26% | 0.00% | +2.9% | Q4 2021 |
 ORCL | $898K | 0.24% | 0.00% | -2.1% | Q3 2023 |
 NFLX | $893K | 0.23% | 0.00% | -72.3% | Q1 2024 |
 ADPT | $888K | 0.23% | 0.03% | Not reported | Q4 2021 |
 LLY | $790K | 0.21% | 0.00% | Not reported | Q1 2024 |
 ANET | $668K | 0.18% | 0.00% | -2.6% | Q1 2024 |
 PNC | $664K | 0.17% | 0.00% | Not reported | Q4 2023 |
 BRK.B | $623K | 0.16% | Not reported | Not reported | Q4 2021 |
 PLTR | $609K | 0.16% | 0.00% | -74.9% | Q1 2023 |
 PCAR | $600K | 0.16% | 0.00% | -1.0% | Q4 2021 |
 MU | $576K | 0.15% | 0.00% | New | Q2 2026 |
 FIX | $539K | 0.14% | 0.00% | -8.1% | Q4 2024 |
 RRX | $534K | 0.14% | 0.00% | -1.9% | Q4 2023 |
| GOOG | $515K | 0.14% | Not reported | +3.6% | Q2 2025 |
 IBKR | $481K | 0.13% | 0.00% | -0.5% | Q2 2023 |
| DIA | $449K | 0.12% | Not reported | +3.0% | Q2 2025 |
 BA | $446K | 0.12% | 0.00% | -4.0% | Q1 2023 |
 ETN | $423K | 0.11% | 0.00% | Not reported | Q4 2021 |
 RCL | $417K | 0.11% | 0.00% | +27.2% | Q2 2025 |
 CLS | $377K | 0.10% | 0.00% | +5.2% | Q4 2024 |
 DDOG | $360K | 0.09% | 0.00% | -30.8% | Q2 2025 |
 AJG | $358K | 0.09% | 0.00% | -6.4% | Q4 2022 |
 NXPI | $352K | 0.09% | 0.00% | -8.7% | Q2 2025 |
| Q1 2026 | |||||
| MSFT | $19.4M | 5.78% | 0.00% | -3.2% | Q4 2021 |
| AAPL | $14.1M | 4.21% | 0.00% | -4.0% | Q4 2021 |
| AMZN | $11.7M | 3.47% | 0.00% | +2.2% | Q4 2021 |
| COST | $9.77M | 2.91% | 0.00% | -2.1% | Q4 2021 |
| GOOGL | $9.61M | 2.86% | 0.00% | -9.9% | Q4 2021 |
| GS | $7.14M | 2.12% | 0.00% | -17.9% | Q1 2024 |
| NVDA | $6.79M | 2.02% | 0.00% | -0.4% | Q2 2022 |
| APP | $5.03M | 1.49% | 0.00% | +90.3% | Q2 2025 |
| VRT | $4.98M | 1.48% | 0.01% | -21.6% | Q2 2024 |
| JPM | $4.74M | 1.41% | 0.00% | +96.4% | Q4 2021 |
| ECL | $4.67M | 1.39% | 0.01% | -2.9% | Q4 2021 |
| AVGO | $4.52M | 1.34% | 0.00% | +3.7% | Q1 2024 |
| NFLX | $4.34M | 1.29% | 0.00% | -29.9% | Q1 2024 |
| META | $3.92M | 1.17% | Not reported | +6.5% | Q4 2021 |
| NTRA | $3.85M | 1.14% | 0.01% | +10.9% | Q3 2024 |
| CMI | $3.52M | 1.05% | 0.00% | New | Q1 2026 |
| UNH | $3.36M | 1.00% | 0.00% | +2.3% | Q4 2021 |
| SPY | $3.32M | 0.99% | Not reported | +0.1% | Q4 2021 |
| PLTR | $3.04M | 0.90% | 0.00% | +44.5% | Q1 2023 |
| BSVN | $2.96M | 0.88% | 0.40% | -1.1% | Q4 2021 |
| SMH | $2.88M | 0.86% | Not reported | +470.1% | Q4 2021 |
| APH | $1.56M | 0.46% | 0.00% | +7.6% | Q4 2025 |
| ISRG | $1.52M | 0.45% | 0.00% | New | Q1 2026 |
| AXON | $1.13M | 0.34% | 0.00% | -10.7% | Q4 2021 |
| QQQ | $1.09M | 0.32% | Not reported | -0.1% | Q2 2022 |
| V | $1.06M | 0.31% | 0.00% | -79.7% | Q4 2021 |
| MAR | $956K | 0.28% | 0.00% | -29.2% | Q4 2021 |
| ORCL | $920K | 0.27% | 0.00% | +1.1% | Q3 2023 |
| SBUX | $847K | 0.25% | 0.00% | -2.1% | Q4 2021 |
| LLY | $606K | 0.18% | 0.00% | -23.1% | Q1 2024 |
| BRK.B | $597K | 0.18% | Not reported | Not reported | Q4 2021 |
| PCAR | $583K | 0.17% | 0.00% | -18.3% | Q4 2021 |
| ADPT | $575K | 0.17% | 0.03% | Not reported | Q4 2021 |
| PNC | $561K | 0.17% | 0.00% | -3.1% | Q4 2023 |
| ANET | $496K | 0.15% | 0.00% | -2.1% | Q1 2024 |
| RRX | $428K | 0.13% | 0.00% | Not reported | Q4 2023 |
| BA | $427K | 0.13% | 0.00% | +2.0% | Q1 2023 |
| FIX | $408K | 0.12% | 0.00% | -23.7% | Q4 2024 |
| GOOG | $404K | 0.12% | Not reported | Not reported | Q2 2025 |
| DIA | $386K | 0.11% | Not reported | Not reported | Q2 2025 |
| IBKR | $373K | 0.11% | 0.00% | -2.9% | Q2 2023 |
| AJG | $361K | 0.11% | 0.00% | -26.7% | Q4 2022 |
| ETN | $355K | 0.11% | 0.00% | -3.6% | Q4 2021 |
 BR | $325K | 0.10% | 0.00% | Not reported | Q2 2025 |
 DCI | $296K | 0.09% | 0.00% | Not reported | Q1 2023 |
 MCD | $295K | 0.09% | 0.00% | Not reported | Q4 2023 |
 SHOP | $290K | 0.09% | 0.00% | Not reported | Q1 2022 |
 NOW | $285K | 0.08% | 0.00% | -10.9% | Q3 2023 |
| RCL | $284K | 0.08% | 0.00% | -23.5% | Q2 2025 |
 MS | $279K | 0.08% | 0.00% | -4.7% | Q1 2025 |
| Q4 2025 | |||||
| MSFT | $26.2M | 7.37% | 0.00% | +8.5% | Q4 2021 |
| AAPL | $15.8M | 4.44% | 0.00% | -4.9% | Q4 2021 |
| AMZN | $12.6M | 3.55% | 0.00% | +1.4% | Q4 2021 |
| GOOGL | $11.6M | 3.26% | 0.00% | -19.5% | Q4 2021 |
| GS | $9.04M | 2.54% | 0.00% | +1.2% | Q1 2024 |
| COST | $8.64M | 2.43% | 0.00% | +17.7% | Q4 2021 |
| NVDA | $7.29M | 2.05% | 0.00% | +5.3% | Q2 2022 |
| NFLX | $6.04M | 1.70% | 0.00% | +18.2% | Q1 2024 |
| V | $6.04M | 1.70% | 0.00% | +1.9% | Q4 2021 |
| AVGO | $4.87M | 1.37% | 0.00% | +9.9% | Q1 2024 |
| ECL | $4.75M | 1.33% | 0.01% | -1.3% | Q4 2021 |
| APP | $4.47M | 1.26% | 0.00% | +489.4% | Q2 2025 |
| META | $4.25M | 1.19% | Not reported | +543.8% | Q4 2021 |
| VRT | $4.11M | 1.15% | 0.01% | -45.7% | Q2 2024 |
| UNH | $4M | 1.12% | 0.00% | +1.8% | Q4 2021 |
| NTRA | $3.97M | 1.12% | 0.01% | Not reported | Q3 2024 |
| SPY | $3.47M | 0.98% | Not reported | -1.4% | Q4 2021 |
| BSVN | $3.01M | 0.85% | 0.40% | +0.9% | Q4 2021 |
| JPM | $2.64M | 0.74% | 0.00% | +353.7% | Q4 2021 |
| PLTR | $2.56M | 0.72% | 0.00% | -37.2% | Q1 2023 |
| AXON | $1.69M | 0.48% | 0.00% | -2.4% | Q4 2021 |
| APH | $1.55M | 0.44% | 0.00% | New | Q4 2025 |
| MAR | $1.28M | 0.36% | 0.00% | Not reported | Q4 2021 |
| ORCL | $1.21M | 0.34% | 0.00% | +411.2% | Q3 2023 |
| QQQ | $1.16M | 0.33% | Not reported | -6.0% | Q2 2022 |
| LLY | $921K | 0.26% | 0.00% | -78.3% | Q1 2024 |
| SBUX | $813K | 0.23% | 0.00% | -5.4% | Q4 2021 |
| PCAR | $676K | 0.19% | 0.00% | -73.3% | Q4 2021 |
| ADPT | $672K | 0.19% | 0.03% | -19.9% | Q4 2021 |
| BRK.B | $626K | 0.18% | Not reported | -2.2% | Q4 2021 |
| AJG | $588K | 0.17% | 0.00% | -70.9% | Q4 2022 |
| PNC | $580K | 0.16% | 0.00% | -18.4% | Q4 2023 |
| ANET | $540K | 0.15% | 0.00% | -0.7% | Q1 2024 |
| SMH | $474K | 0.13% | Not reported | -0.4% | Q4 2021 |
| NOW | $468K | 0.13% | 0.00% | -78.1% | Q3 2023 |
| NXPI | $461K | 0.13% | 0.00% | -80.1% | Q2 2025 |
| BA | $457K | 0.13% | 0.00% | -72.1% | Q1 2023 |
| BR | $446K | 0.13% | 0.00% | Not reported | Q2 2025 |
| GOOG | $442K | 0.12% | Not reported | -4.7% | Q2 2025 |
| DIA | $401K | 0.11% | Not reported | -7.9% | Q2 2025 |
| SHOP | $394K | 0.11% | 0.00% | Not reported | Q1 2022 |
| RCL | $376K | 0.11% | 0.00% | +14.1% | Q2 2025 |
| IBKR | $368K | 0.10% | 0.00% | -15.7% | Q2 2023 |
| FIX | $362K | 0.10% | 0.00% | -27.3% | Q4 2024 |
| ETN | $328K | 0.09% | 0.00% | -64.8% | Q4 2021 |
| RRX | $321K | 0.09% | 0.00% | Not reported | Q4 2023 |
| MS | $315K | 0.09% | 0.00% | -10.2% | Q1 2025 |
| DCI | $309K | 0.09% | 0.00% | Not reported | Q1 2023 |
| CLS | $303K | 0.09% | 0.00% | -34.0% | Q4 2024 |
| MCD | $290K | 0.08% | 0.00% | +26.7% | Q4 2023 |
| Q3 2025 | |||||
| MSFT | $25.9M | 7.37% | 0.00% | +12.1% | Q4 2021 |
| AAPL | $15.6M | 4.42% | 0.00% | +1.4% | Q4 2021 |
| AMZN | $11.9M | 3.37% | 0.00% | +2.1% | Q4 2021 |
| GOOGL | $11.2M | 3.19% | 0.00% | +3.0% | Q4 2021 |
| GS | $8.09M | 2.30% | 0.00% | +6.1% | Q1 2024 |
| COST | $7.88M | 2.24% | 0.00% | +9.2% | Q4 2021 |
| VRT | $7.05M | 2.01% | 0.01% | +7.0% | Q2 2024 |
| NVDA | $6.93M | 1.97% | 0.00% | -6.4% | Q2 2022 |
| NFLX | $6.53M | 1.86% | 0.00% | +6.8% | Q1 2024 |
| V | $5.77M | 1.64% | 0.00% | +5.0% | Q4 2021 |
| ECL | $5.01M | 1.43% | 0.01% | +7.6% | Q4 2021 |
| AVGO | $4.23M | 1.20% | 0.00% | +2.3% | Q1 2024 |
| PLTR | $4.18M | 1.19% | 0.00% | -1.0% | Q1 2023 |
| UNH | $4.11M | 1.17% | 0.00% | +3.6% | Q4 2021 |
| SPY | $3.44M | 0.98% | Not reported | Not reported | Q4 2021 |
| LLY | $3.02M | 0.86% | 0.00% | +6.0% | Q1 2024 |
| BSVN | $2.99M | 0.85% | 0.40% | +3.2% | Q4 2021 |
| NOW | $2.57M | 0.73% | 0.00% | -2.0% | Q3 2023 |
| NXPI | $2.43M | 0.69% | 0.00% | +10.9% | Q2 2025 |
| AJG | $2.41M | 0.69% | 0.00% | +14.3% | Q4 2022 |
| PCAR | $2.28M | 0.65% | 0.00% | +15.4% | Q4 2021 |
| AXON | $2.19M | 0.62% | 0.00% | -3.8% | Q4 2021 |
| BA | $1.63M | 0.46% | 0.00% | -0.1% | Q1 2023 |
| QQQ | $1.21M | 0.34% | Not reported | +0.3% | Q2 2022 |
| ETN | $1.09M | 0.31% | 0.00% | -16.4% | Q4 2021 |
| MAR | $1.08M | 0.31% | 0.00% | Not reported | Q4 2021 |
| SBUX | $863K | 0.25% | 0.00% | -2.4% | Q4 2021 |
| APP | $809K | 0.23% | 0.00% | +13.2% | Q2 2025 |
| ADPT | $773K | 0.22% | 0.03% | Not reported | Q4 2021 |
| META | $734K | 0.21% | Not reported | -12.1% | Q4 2021 |
 HOOD | $716K | 0.20% | 0.00% | -0.6% | Q1 2025 |
| PNC | $684K | 0.19% | 0.00% | -3.1% | Q4 2023 |
| BRK.B | $640K | 0.18% | Not reported | -1.4% | Q4 2021 |
| ANET | $605K | 0.17% | 0.00% | +6.8% | Q1 2024 |
| JPM | $571K | 0.16% | 0.00% | -0.6% | Q4 2021 |
| BR | $476K | 0.14% | 0.00% | Not reported | Q2 2025 |
| IBKR | $467K | 0.13% | 0.00% | +42.5% | Q2 2023 |
 HD | $457K | 0.13% | 0.00% | -1.3% | Q4 2021 |
| FIX | $441K | 0.13% | 0.00% | +6.6% | Q4 2024 |
| SMH | $431K | 0.12% | Not reported | +12.6% | Q4 2021 |
| DIA | $420K | 0.12% | Not reported | Not reported | Q2 2025 |
 DECK | $411K | 0.12% | 0.00% | +17.4% | Q4 2023 |
 CMG | $405K | 0.12% | 0.00% | +14.1% | Q4 2023 |
| CLS | $383K | 0.11% | 0.00% | -1.7% | Q4 2024 |
| RCL | $382K | 0.11% | 0.00% | +4.2% | Q2 2025 |
| SHOP | $363K | 0.10% | 0.00% | +6.3% | Q1 2022 |
| GOOG | $359K | 0.10% | Not reported | -5.3% | Q2 2025 |
| ORCL | $341K | 0.10% | 0.00% | -1.8% | Q3 2023 |
| RRX | $328K | 0.09% | 0.00% | Not reported | Q4 2023 |
| MS | $314K | 0.09% | 0.00% | +0.2% | Q1 2025 |