Nordwand Advisors, LLC

13F filer · CIK 0001962713

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$652MU.S. long equity reported on 13F

Positions1192 new · 8 closed

Net flow last quarter+$2.59MBuys minus sells

Top 10 positions weight27.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026119 positions
AVGOBroadcom Inc.	$30.6M	4.70%	0.00%	+0.8%	Q2 2023
MRVLMarvell Technology, Inc.	$25.4M	3.90%	0.01%	-0.1%	Q3 2025
MSFTMicrosoft Corp	$19.1M	2.93%	0.00%	+2.0%	Q4 2022
VRTVertiv Holdings Co	$19.1M	2.93%	0.01%	+0.2%	Q2 2025
ETNEaton Corp plc	$17.3M	2.65%	0.01%	+0.9%	Q2 2025
CMICummins Inc	$14.3M	2.19%	0.01%	-0.1%	Q2 2025
CSCOCisco Systems, Inc.	$14.2M	2.17%	0.00%	+0.5%	Q1 2023
LLYELI LILLY & Co	$14M	2.15%	0.00%	-0.8%	Q2 2025
JPMJPMorgan Chase & Co	$14M	2.15%	0.00%	+1.2%	Q1 2023
AAPLApple Inc.	$13.5M	2.06%	0.00%	+0.1%	Q4 2022
ABBVAbbVie Inc.	$13.1M	2.02%	0.00%	+1.6%	Q4 2022
URIUnited Rentals, Inc.	$12.5M	1.92%	0.02%	+1.0%	Q2 2025
MSMorgan Stanley	$12.1M	1.85%	0.00%	+0.4%	Q1 2023
RTXRTX Corp	$11.5M	1.77%	0.00%	+1.3%	Q1 2023
ORCLOracle Corp	$11.1M	1.71%	0.00%	+1.1%	Q4 2023
PSXPhillips 66	$10.6M	1.63%	0.02%	+2.3%	Q2 2025
GOOGLAlphabet Inc.	$10.4M	1.60%	0.00%	+4.7%	Q2 2023
PANWPalo Alto Networks Inc	$10.4M	1.59%	0.00%	-5.4%	Q2 2025
TELTE Connectivity plc	$10.2M	1.56%	0.02%	+9.3%	Q4 2023
CVXChevron Corp	$9.91M	1.52%	0.00%	+1.3%	Q4 2022
UNPUnion Pacific Corp	$9.82M	1.51%	0.01%	+1.4%	Q2 2025
AMPAmeriprise Financial Inc	$9.76M	1.50%	0.02%	+1.2%	Q2 2025
AMGNAmgen Inc	$9.42M	1.44%	0.00%	+1.9%	Q2 2025
NCLHNorwegian Cruise Line Holdings Ltd.	$9.04M	1.39%	0.09%	+41.5%	Q1 2026
CATCaterpillar Inc	$8.76M	1.34%	0.00%	-4.8%	Q1 2023
CASYCaseys General Stores Inc	$8.42M	1.29%	0.03%	-21.1%	Q2 2025
APDAir Products & Chemicals, Inc.	$8.35M	1.28%	0.01%	+0.8%	Q1 2024
WMWaste Management Inc	$8.16M	1.25%	0.01%	-2.9%	Q2 2025
AMRZAmrize Ltd	$7.82M	1.20%	0.03%	+2.9%	Q3 2025
HUBBHubbell Inc	$7.76M	1.19%	0.03%	+0.8%	Q4 2022
EMBJEmbraer S.A.	$7.73M	1.19%	0.02%	+13.3%	Q1 2026
LHXL3harris Technologies, Inc.	$7.18M	1.10%	0.01%	+2.5%	Q2 2025
QXOQXO, Inc.	$6.69M	1.03%	0.05%	+19.4%	Q3 2025
CTVACorteva, Inc.	$6.13M	0.94%	0.01%	-0.3%	Q2 2025
MRKMerck & Co., Inc.	$5.91M	0.91%	0.00%	+0.5%	Q1 2023
AXPAmerican Express Co	$5.86M	0.90%	0.00%	-0.3%	Q3 2023
SCIService Corp International	$5.74M	0.88%	0.06%	+0.6%	Q2 2025
TMOThermo Fisher Scientific Inc.	$5.53M	0.85%	0.00%	-1.0%	Q2 2025
DLRDigital Realty Trust, Inc.	$5.49M	0.84%	0.01%	+0.6%	Q2 2025
ABTAbbott Laboratories	$5.05M	0.77%	0.00%	+7.5%	Q2 2025
NVDANvidia Corp	$4.8M	0.74%	0.00%	+1.2%	Q1 2023
DHIHorton D R Inc	$4.46M	0.68%	0.01%	+0.2%	Q2 2025
NEENextera Energy Inc	$4.12M	0.63%	0.00%	+1.6%	Q2 2025
CDWCDW Corp	$3.54M	0.54%	0.02%	-18.5%	Q2 2025
SYYSysco Corp	$3.43M	0.53%	0.01%	-24.0%	Q2 2025
FDXFedex Corp	$3.38M	0.52%	0.00%	+1.7%	Q2 2025
AFGAmerican Financial Group Inc	$3.29M	0.50%	0.03%	Not reported	Q2 2025
NSCNorfolk Southern Corp	$3.15M	0.48%	0.00%	-0.5%	Q2 2025
TSCOTractor Supply Co	$2.99M	0.46%	0.02%	+35.7%	Q2 2025
HSYHershey Co	$2.8M	0.43%	0.01%	-2.2%	Q2 2025

Q1 2026Reported May 7, 2026123 positions
AVGOBroadcom Inc.	$24.9M	4.36%	0.00%	-7.2%	Q2 2023
MSFTMicrosoft Corp	$18.6M	3.26%	0.00%	+1.2%	Q4 2022
ETNEaton Corp plc	$14.4M	2.52%	0.01%	+1.4%	Q2 2025
VRTVertiv Holdings Co	$14.3M	2.50%	0.01%	-24.8%	Q2 2025
JPMJPMorgan Chase & Co	$12.4M	2.17%	0.00%	+0.5%	Q1 2023
CVXChevron Corp	$12.2M	2.14%	0.00%	+0.7%	Q4 2022
AAPLApple Inc.	$11.8M	2.06%	0.00%	-4.0%	Q4 2022
RTXRTX Corp	$11.6M	2.02%	0.00%	-16.5%	Q1 2023
ABBVAbbVie Inc.	$11.2M	1.96%	0.00%	+6.5%	Q4 2022
PSXPhillips 66	$11.2M	1.95%	0.02%	+5.1%	Q2 2025
ORCLOracle Corp	$11M	1.93%	0.00%	+6.9%	Q4 2023
LLYELI LILLY & Co	$10.8M	1.90%	0.00%	-1.7%	Q2 2025
CMICummins Inc	$10.8M	1.88%	0.01%	-2.9%	Q2 2025
CASYCaseys General Stores Inc	$9.78M	1.71%	0.04%	-4.4%	Q2 2025
TELTE Connectivity plc	$9.66M	1.69%	0.02%	+5.7%	Q4 2023
MSMorgan Stanley	$9.49M	1.66%	0.00%	+0.5%	Q1 2023
AMPAmeriprise Financial Inc	$9.34M	1.63%	0.02%	-0.2%	Q2 2025
CSCOCisco Systems, Inc.	$9.3M	1.63%	0.00%	+5.6%	Q1 2023
AMGNAmgen Inc	$8.99M	1.57%	0.00%	+0.1%	Q2 2025
WMWaste Management Inc	$8.66M	1.51%	0.01%	+0.2%	Q2 2025
UNPUnion Pacific Corp	$8.64M	1.51%	0.01%	+1.3%	Q2 2025
MRVLMarvell Technology, Inc.	$8.46M	1.48%	0.01%	+5.2%	Q3 2025
LHXL3harris Technologies, Inc.	$8.32M	1.46%	0.01%	+0.8%	Q2 2025
APDAir Products & Chemicals, Inc.	$8.21M	1.44%	0.01%	+1.0%	Q1 2024
GOOGLAlphabet Inc.	$8.01M	1.40%	0.00%	-4.7%	Q2 2023
AMRZAmrize Ltd	$7.99M	1.40%	0.03%	+2.8%	Q3 2025
URIUnited Rentals, Inc.	$7.98M	1.40%	0.02%	+5.0%	Q2 2025
HUBBHubbell Inc	$7.23M	1.26%	0.03%	+4.8%	Q4 2022
EMBJEmbraer S.A.	$6.34M	1.11%	0.01%	New	Q1 2026
QXOQXO, Inc.	$6.3M	1.10%	0.05%	+6.5%	Q3 2025
SCIService Corp International	$6.2M	1.08%	0.05%	+0.1%	Q2 2025
CATCaterpillar Inc	$6.12M	1.07%	0.00%	-20.1%	Q1 2023
CTVACorteva, Inc.	$6.08M	1.06%	0.01%	Not reported	Q2 2025
NCLHNorwegian Cruise Line Holdings Ltd.	$5.66M	0.99%	0.07%	New	Q1 2026
MRKMerck & Co., Inc.	$5.5M	0.96%	0.00%	+0.2%	Q1 2023
DLRDigital Realty Trust, Inc.	$5.48M	0.96%	0.01%	+0.2%	Q2 2025
TMOThermo Fisher Scientific Inc.	$5.48M	0.96%	0.00%	-0.4%	Q2 2025
ABTAbbott Laboratories	$5.31M	0.93%	0.00%	+4.3%	Q2 2025
AXPAmerican Express Co	$5.26M	0.92%	0.00%	+2.7%	Q3 2023
PANWPalo Alto Networks Inc	$5.16M	0.90%	0.00%	-5.6%	Q2 2025
NEENextera Energy Inc	$4.29M	0.75%	0.00%	+4.3%	Q2 2025
AWKAmerican Water Works Company, Inc.	$4.26M	0.74%	0.02%	+14.2%	Q3 2025
NVDANvidia Corp	$4.14M	0.72%	0.00%	+1.8%	Q1 2023
SYYSysco Corp	$3.85M	0.67%	0.01%	-0.8%	Q2 2025
FDXFedex Corp	$3.78M	0.66%	0.00%	Not reported	Q2 2025
DHIHorton D R Inc	$3.75M	0.66%	0.01%	+0.5%	Q2 2025
CDWCDW Corp	$3.73M	0.65%	0.02%	-16.7%	Q2 2025
HSYHershey Co	$3.39M	0.59%	0.01%	Not reported	Q2 2025
ACNAccenture plc	$3.33M	0.58%	0.00%	-25.7%	Q4 2022
TSCOTractor Supply Co	$3.16M	0.55%	0.01%	+3.6%	Q2 2025

Q4 2025Reported Feb 3, 2026119 positions
AVGOBroadcom Inc.	$30M	5.24%	0.00%	-0.6%	Q2 2023
MSFTMicrosoft Corp	$24M	4.20%	0.00%	+0.4%	Q4 2022
ORCLOracle Corp	$13.7M	2.39%	0.00%	+2.8%	Q4 2023
JPMJPMorgan Chase & Co	$13.6M	2.37%	0.00%	-0.1%	Q1 2023
RTXRTX Corp	$13.2M	2.30%	0.01%	+0.7%	Q1 2023
AAPLApple Inc.	$13.1M	2.30%	0.00%	-0.2%	Q4 2022
LLYELI LILLY & Co	$12.9M	2.25%	0.00%	+0.2%	Q2 2025
ETNEaton Corp plc	$12.6M	2.21%	0.01%	+0.5%	Q2 2025
VRTVertiv Holdings Co	$12.3M	2.15%	0.02%	-0.7%	Q2 2025
ABBVAbbVie Inc.	$11M	1.93%	0.00%	0.0%	Q4 2022
CMICummins Inc	$10.5M	1.84%	0.01%	Not reported	Q2 2025
AMPAmeriprise Financial Inc	$10.3M	1.80%	0.02%	+9.0%	Q2 2025
MSMorgan Stanley	$10.2M	1.78%	0.00%	+0.5%	Q1 2023
TELTE Connectivity plc	$9.95M	1.74%	0.01%	+0.6%	Q4 2023
GOOGLAlphabet Inc.	$9.15M	1.60%	0.00%	-1.1%	Q2 2023
CVXChevron Corp	$8.93M	1.56%	0.00%	+3.4%	Q4 2022
CSCOCisco Systems, Inc.	$8.75M	1.53%	0.00%	+0.1%	Q1 2023
URIUnited Rentals, Inc.	$8.45M	1.48%	0.02%	+1.6%	Q2 2025
AMGNAmgen Inc	$8.35M	1.46%	0.00%	+1.2%	Q2 2025
WMWaste Management Inc	$8.27M	1.44%	0.01%	-2.9%	Q2 2025
UNPUnion Pacific Corp	$8.13M	1.42%	0.01%	+0.7%	Q2 2025
CASYCaseys General Stores Inc	$7.76M	1.36%	0.04%	+4.6%	Q2 2025
PSXPhillips 66	$7.53M	1.32%	0.01%	+0.2%	Q2 2025
AMRZAmrize Ltd	$7.5M	1.31%	0.03%	+2.0%	Q3 2025
LHXL3harris Technologies, Inc.	$7.02M	1.23%	0.01%	+0.6%	Q2 2025
APDAir Products & Chemicals, Inc.	$6.91M	1.21%	0.01%	-4.5%	Q1 2024
MRVLMarvell Technology, Inc.	$6.9M	1.21%	0.01%	+1.0%	Q3 2025
TMOThermo Fisher Scientific Inc.	$6.48M	1.13%	0.00%	-0.1%	Q2 2025
PANWPalo Alto Networks Inc	$6.28M	1.10%	0.00%	+1.0%	Q2 2025
AXPAmerican Express Co	$6.26M	1.09%	0.00%	0.0%	Q3 2023
HUBBHubbell Inc	$6.24M	1.09%	0.03%	+7.0%	Q4 2022
ABTAbbott Laboratories	$6.22M	1.09%	0.00%	+0.7%	Q2 2025
CATCaterpillar Inc	$6.2M	1.08%	0.00%	-0.2%	Q1 2023
ACNAccenture plc	$6.05M	1.06%	0.00%	-4.8%	Q4 2022
QXOQXO, Inc.	$5.88M	1.03%	0.05%	+4.8%	Q3 2025
SCIService Corp International	$5.85M	1.02%	0.05%	+0.7%	Q2 2025
CDWCDW Corp	$5.05M	0.88%	0.03%	-4.1%	Q2 2025
CTVACorteva, Inc.	$4.87M	0.85%	0.01%	Not reported	Q2 2025
MRKMerck & Co., Inc.	$4.8M	0.84%	0.00%	-1.0%	Q1 2023
DLRDigital Realty Trust, Inc.	$4.69M	0.82%	0.01%	Not reported	Q2 2025
NVDANvidia Corp	$4.35M	0.76%	0.00%	+15.0%	Q1 2023
SYYSysco Corp	$4.01M	0.70%	0.01%	-7.0%	Q2 2025
DHIHorton D R Inc	$3.92M	0.68%	0.01%	+1.2%	Q2 2025
BRBroadridge Financial Solutions, Inc.	$3.91M	0.68%	0.02%	+0.7%	Q2 2025
AWKAmerican Water Works Company, Inc.	$3.58M	0.62%	0.01%	-0.3%	Q3 2025
NEENextera Energy Inc	$3.55M	0.62%	0.00%	+0.1%	Q2 2025
TSCOTractor Supply Co	$3.36M	0.59%	0.01%	+2.6%	Q2 2025
FDXFedex Corp	$3.06M	0.54%	0.00%	-0.2%	Q2 2025
HSYHershey Co	$2.97M	0.52%	0.01%	Not reported	Q2 2025
NSCNorfolk Southern Corp	$2.91M	0.51%	0.00%	-0.2%	Q2 2025

Q3 2025Reported Oct 29, 2025127 positions
BRK.ABerkshire Hathaway Inc	$52M	8.25%	Not reported	-42.5%	Q4 2022
AVGOBroadcom Inc.	$28.8M	4.56%	0.00%	-27.1%	Q2 2023
MSFTMicrosoft Corp	$25.6M	4.07%	0.00%	+6.0%	Q4 2022
ORCLOracle Corp	$19.2M	3.05%	0.00%	-10.2%	Q4 2023
ETNEaton Corp plc	$14.8M	2.34%	0.01%	+6.6%	Q2 2025
JPMJPMorgan Chase & Co	$13.3M	2.11%	0.00%	+11.3%	Q1 2023
AAPLApple Inc.	$12.3M	1.96%	0.00%	+9.5%	Q4 2022
RTXRTX Corp	$11.9M	1.89%	0.01%	+4.1%	Q1 2023
VRTVertiv Holdings Co	$11.5M	1.83%	0.02%	+6.7%	Q2 2025
ABBVAbbVie Inc.	$11.2M	1.77%	0.00%	+4.5%	Q4 2022
URIUnited Rentals, Inc.	$9.81M	1.56%	0.02%	-3.0%	Q2 2025
TELTE Connectivity plc	$9.55M	1.51%	0.01%	+1.4%	Q4 2023
AMPAmeriprise Financial Inc	$9.49M	1.50%	0.02%	+1.7%	Q2 2025
LLYELI LILLY & Co	$9.14M	1.45%	0.00%	+9.4%	Q2 2025
MSMorgan Stanley	$9.07M	1.44%	0.00%	+4.3%	Q1 2023
JNJJohnson & Johnson	$8.89M	1.41%	0.00%	-85.7%	Q4 2022
CVXChevron Corp	$8.81M	1.40%	0.00%	+10.1%	Q4 2022
CMICummins Inc	$8.71M	1.38%	0.01%	+9.4%	Q2 2025
WMWaste Management Inc	$8.56M	1.36%	0.01%	Not reported	Q2 2025
UNPUnion Pacific Corp	$8.25M	1.31%	0.01%	+6.4%	Q2 2025
APDAir Products & Chemicals, Inc.	$7.99M	1.27%	0.01%	+5.8%	Q1 2024
PSXPhillips 66	$7.91M	1.26%	0.01%	+8.4%	Q2 2025
CSCOCisco Systems, Inc.	$7.76M	1.23%	0.00%	+1.2%	Q1 2023
CASYCaseys General Stores Inc	$7.59M	1.20%	0.04%	+5.0%	Q2 2025
LHXL3harris Technologies, Inc.	$7.25M	1.15%	0.01%	+0.8%	Q2 2025
GOOGLAlphabet Inc.	$7.19M	1.14%	0.00%	+28.2%	Q2 2023
AMGNAmgen Inc	$7.11M	1.13%	0.00%	+2.0%	Q2 2025
PANWPalo Alto Networks Inc	$6.87M	1.09%	0.01%	+7.1%	Q2 2025
MRVLMarvell Technology, Inc.	$6.76M	1.07%	0.01%	New	Q3 2025
ABTAbbott Laboratories	$6.61M	1.05%	0.00%	+7.9%	Q2 2025
AMRZAmrize Ltd	$6.6M	1.05%	0.02%	New	Q3 2025
SCIService Corp International	$6.2M	0.98%	0.05%	+4.2%	Q2 2025
CDWCDW Corp	$6.15M	0.98%	0.03%	+0.3%	Q2 2025
ACNAccenture plc	$5.84M	0.93%	0.00%	Not reported	Q4 2022
HUBBHubbell Inc	$5.65M	0.90%	0.02%	+9.6%	Q4 2022
AXPAmerican Express Co	$5.63M	0.89%	0.00%	+2.7%	Q3 2023
QXOQXO, Inc.	$5.54M	0.88%	0.04%	New	Q3 2025
TMOThermo Fisher Scientific Inc.	$5.43M	0.86%	0.00%	+19.1%	Q2 2025
DLRDigital Realty Trust, Inc.	$5.24M	0.83%	0.01%	+1.7%	Q2 2025
CATCaterpillar Inc	$5.18M	0.82%	0.00%	+0.5%	Q1 2023
CTVACorteva, Inc.	$4.91M	0.78%	0.01%	+2.9%	Q2 2025
SYYSysco Corp	$4.82M	0.76%	0.01%	+2.1%	Q2 2025
FISVFiserv Inc	$4.7M	0.75%	0.01%	+23.4%	Q2 2025
DHIHorton D R Inc	$4.56M	0.72%	0.01%	+1.3%	Q2 2025
BRBroadridge Financial Solutions, Inc.	$4.15M	0.66%	0.01%	+7.1%	Q2 2025
MRKMerck & Co., Inc.	$3.87M	0.61%	0.00%	+2.7%	Q1 2023
AWKAmerican Water Works Company, Inc.	$3.82M	0.61%	0.01%	New	Q3 2025
NVDANvidia Corp	$3.79M	0.60%	0.00%	+10.8%	Q1 2023
TSCOTractor Supply Co	$3.73M	0.59%	0.01%	Not reported	Q2 2025
NEENextera Energy Inc	$3.34M	0.53%	0.00%	+3.6%	Q2 2025

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