We are live on ! Find out more
LFP

Leeward Financial Partners Portfolio holdings

AUM $381M
1-Year Est. Return 23.91%
This Fund
S&P 500
This Quarter Est. Return
-4.26%
1 Year Est. Return
+23.91%
3 Year Est. Return
+82.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$336M
AUM Growth
-$19.6M
Cap. Flow
-$85.4K
Cap. Flow %
-0.03%
Top 10 Hldgs %
41.48%
Holding
100
New
4
Increased
28
Reduced
46
Closed
3

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.17M
2
CMI icon
Cummins
CMI
+$3.7M
3
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.23M
4
APP icon
Applovin
APP
+$2.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.51M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.41M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.78M
3
NFLX icon
Netflix
NFLX
+$1.7M
4
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$1.69M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 15.64%
2 Communication Services 6.93%
3 Financials 4.49%
4 Consumer Discretionary 4.31%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
76
Eaton
ETN
$174B
$355K 0.11%
992
-37
-4% -$13.2K
MGK icon
77
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$348K 0.1%
4,730
– –
SCHD icon
78
Schwab US Dividend Equity ETF
SCHD
$105B
$330K 0.1%
10,741
– –
BR icon
79
Broadridge
BR
$19B
$325K 0.1%
2,000
– –
XLY icon
80
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$311K 0.09%
2,858
– –
ITA icon
81
iShares US Aerospace & Defense ETF
ITA
$14.7B
$306K 0.09%
1,401
– –
DCI icon
82
Donaldson
DCI
$11.4B
$296K 0.09%
3,482
– –
MCD icon
83
McDonald's
MCD
$195B
$295K 0.09%
950
– –
SHOP icon
84
Shopify
SHOP
$195B
$290K 0.09%
2,445
– –
NOW icon
85
ServiceNow
NOW
$129B
$285K 0.08%
2,724
-332
-11% -$39.1K
RCL icon
86
Royal Caribbean
RCL
$85.6B
$284K 0.08%
1,032
-317
-23% -$94.4K
VOO icon
87
Vanguard S&P 500 ETF
VOO
$1.01T
$279K 0.08%
468
+2
+0.4% +$1.25K
MS icon
88
Morgan Stanley
MS
$340B
$279K 0.08%
1,694
-83
-5% -$14.4K
CLS icon
89
Celestica
CLS
$36.5B
$277K 0.08%
983
-42
-4% -$12.2K
ABBV icon
90
AbbVie
ABBV
$435B
$276K 0.08%
1,268
– –
NXPI icon
91
NXP Semiconductors
NXPI
$60.4B
$270K 0.08%
1,374
-751
-35% -$166K
SYK icon
92
Stryker
SYK
$130B
$258K 0.08%
785
+2
+0.3% +$718
MRK icon
93
Merck
MRK
$318B
$256K 0.08%
2,131
– –
HWM icon
94
Howmet Aerospace
HWM
$112B
$249K 0.07%
1,079
-286
-21% -$66.7K
HD icon
95
Home Depot
HD
$355B
$237K 0.07%
719
+1
+0.1% +$364
DDOG icon
96
Datadog
DDOG
$84B
$236K 0.07%
+1,997
New +$247K
TSLA icon
97
Tesla
TSLA
$1.3T
$206K 0.06%
553
+4
+0.7% +$1.65K
DECK icon
98
Deckers Outdoor
DECK
$13.3B
– –
-2,078
Closed -$215K
IBM icon
99
IBM
IBM
$224B
– –
-803
Closed -$238K
URI icon
100
United Rentals
URI
$72.4B
– –
-255
Closed -$206K
1 2 3
4

Similar funds

HCP
Hiddenite Capital Partners New York $381M AUM 73.07% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
STP
Science & Technology Partners New York $382M AUM 202.26% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return
MC
Muhlenkamp & Co Wexford, Pennsylvania $380M AUM 43.74% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
RC
RV Capital Schindellegi, Switzerland $383M AUM 21.52% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Leeward Financial Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Leeward Financial Partners held 100 positions worth $336M, down 5.5% from $356M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Leeward Financial Partners's Q1 2026 filing shows 4 new, 28 increased, 46 reduced and 3 closed positions. Its largest new stake was Cummins: 6,540 shares worth $3.52M. The largest sale was Visa, an estimated $4.41M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 18% a quarter earlier, followed by Communication Services and Financials.

  • Leeward Financial Partners's largest Q1 2026 buy was Cummins: 6,540 shares worth $3.52M.
  • Leeward Financial Partners added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $4.17M increase.
  • Leeward Financial Partners's biggest Q1 2026 reduction was Visa, cutting an estimated $4.41M.
  • Leeward Financial Partners fully exited IBM in Q1 2026, selling an estimated $238K.
  • Leeward Financial Partners's ten largest holdings make up 41% of its $336M portfolio in Q1 2026.
  • Leeward Financial Partners opened 4 new positions and closed 3 in Q1 2026.
  • Leeward Financial Partners's portfolio value fell 5.5% quarter-over-quarter to $336M.

Based on Leeward Financial Partners's 13F filing for Q1 2026, filed 20 Apr 2026.