Goodwin Investment Advisory
Net buyer this quarter
$49.7M
9
+$2.09M
12.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BNY | $1.64M | 3.30% | 0.00% | Not reported | Q1 2022 |
 MIAX | $1.04M | 2.10% | 0.03% | New | Q2 2026 |
 AXSM | $1.04M | 2.09% | 0.01% | Not reported | Q1 2024 |
 AVGO | $929K | 1.87% | 0.00% | New | Q2 2026 |
 SIGI | $582K | 1.17% | 0.01% | Not reported | Q1 2022 |
 LLY | $299K | 0.60% | 0.00% | Not reported | Q1 2022 |
 CSCO | $289K | 0.58% | 0.00% | Not reported | Q4 2020 |
 TSLA | $287K | 0.58% | 0.00% | Not reported | Q4 2020 |
 USRT | $261K | 0.52% | Not reported | 0.0% | Q4 2022 |
| Q1 2026 | |||||
| BNY | $1.35M | 1.60% | 0.00% | Not reported | Q1 2022 |
| AXSM | $717K | 0.85% | 0.01% | Not reported | Q1 2024 |
| SIGI | $452K | 0.54% | 0.01% | Not reported | Q1 2022 |
| TSLA | $254K | 0.30% | 0.00% | Not reported | Q4 2020 |
| USRT | $232K | 0.28% | Not reported | Not reported | Q4 2022 |
| LLY | $229K | 0.27% | 0.00% | Not reported | Q1 2022 |
 KR | $217K | 0.26% | 0.00% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| BNY | $1.32M | 1.45% | 0.00% | Not reported | Q1 2022 |
| AXSM | $775K | 0.85% | 0.01% | Not reported | Q1 2024 |
| SIGI | $502K | 0.55% | 0.01% | Not reported | Q1 2022 |
| TSLA | $307K | 0.34% | 0.00% | Not reported | Q4 2020 |
| LLY | $268K | 0.29% | 0.00% | Not reported | Q1 2022 |
| USRT | $223K | 0.25% | Not reported | -17.0% | Q4 2022 |
| Q3 2025 | |||||
| BNY | $1.24M | 1.33% | 0.00% | Not reported | Q1 2022 |
| AXSM | $515K | 0.55% | 0.01% | Not reported | Q1 2024 |
| SIGI | $486K | 0.52% | 0.01% | -62.9% | Q1 2022 |
| TSLA | $304K | 0.33% | 0.00% | Not reported | Q4 2020 |
| USRT | $277K | 0.30% | Not reported | -0.4% | Q4 2022 |
 HD | $240K | 0.26% | 0.00% | Not reported | Q4 2020 |
| KR | $202K | 0.22% | 0.00% | Not reported | Q3 2021 |