Latest Leeward Financial Partners, LLC Stock Portfolio

Leeward Financial Partners, LLC Performance:

2026 Q1: -5.13%YTD: -5.13%2025: 12.89%

Performance for 2026 Q1 is -5.13%, and YTD is -5.13%, and 2025 is 12.89%.

About Leeward Financial Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leeward Financial Partners, LLC reported an equity portfolio of $336.2 Millions as of 31 Mar, 2026.

The top stock holdings of Leeward Financial Partners, LLC are MSFT, VB, VAW. The fund has invested 5.8% of it's portfolio in MICROSOFT CORP and 5.5% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), DECKERS OUTDOOR CORP (DECK) and UNITED RENTALS INC (URI) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VISA INC (V) and NXP SEMICONDUCTORS N V (NXPI). Leeward Financial Partners, LLC opened new stock positions in CUMMINS INC (CMI), ISHARES INC (EMGF) and INTUITIVE SURGICAL INC (ISRG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA), VANECK ETF TRUST (AFK) and JPMORGAN CHASE & CO (JPM).

Leeward Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Leeward Financial Partners, LLC made a return of -5.13% in the last quarter. In trailing 12 months, it's portfolio return was 13.72%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cummins inc	3,518,650
ishares inc	2,430,440
intuitive surgical inc	1,524,960
datadog inc	235,746

New stocks bought by Leeward Financial Partners, LLC

Additions

Ticker	% Inc.
vanguard tax-managed fds	874
vaneck etf trust	470
jpmorgan chase & co	96.41
applovin corp	90.25
palantir technologies inc	44.46
vanguard bd index fds	41.38
natera inc	10.92
amphenol corp	7.57

Additions to existing portfolio by Leeward Financial Partners, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-86.02
visa inc	-79.65
nxp semiconductors n v	-35.34
netflix inc.	-29.88
marriott intl inc new	-29.2
gallagher arthur j & co	-26.67
comfort sys usa inc	-23.71
royal caribbean group	-23.5

Leeward Financial Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
deckers outdoor corp	-215,426
international business machs	-237,857
united rentals inc	-206,377

Leeward Financial Partners, LLC got rid off the above stocks

Sector Distribution

Leeward Financial Partners, LLC has about 57.8% of it's holdings in Others sector.

Sector	%
Others	57.8
Technology	17
Communication Services	5.4
Financial Services	4.3
Consumer Cyclical	4.3
Industrials	3.7
Healthcare	3.2
Consumer Defensive	2.9
Basic Materials	1.4

Market Cap. Distribution

Leeward Financial Partners, LLC has about 42% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	57.8
MEGA-CAP	31.8
LARGE-CAP	10.2

Stocks belong to which Index?

About 36.5% of the stocks held by Leeward Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.2
S&P 500	36.5

Top 5 Winners (%)		%
VRT	vertiv holdings co	48.8 %
FIX	comfort sys usa inc	42.1 %
RRX	regal rexnord corporation	33.5 %
COST	costco wholesale corporation	15.4 %
MRK	merck & co inc	14.3 %

Top 5 Winners ($)		$
VRT	vertiv holdings co	2.0 M
COST	costco wholesale corporation	1.3 M
FNDA	schwab strategic tr	0.4 M
VB	vanguard index fds	0.3 M
VB	vanguard index fds	0.2 M

Top 5 Losers (%)		%
APP	applovin corp	-34.6 %
NOW	servicenow inc	-30.0 %
BR	broadridge finl solutions in	-27.2 %
SHOP	shopify inc	-26.3 %
ORCL	oracle corp	-24.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-6.1 M
APP	applovin corp	-2.7 M
VB	vanguard index fds	-2.2 M
FNDA	schwab strategic tr	-1.4 M
VAW	vanguard world fd	-1.3 M

Leeward Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leeward Financial Partners, LLC

Leeward Financial Partners, LLC has 97 stocks in it's portfolio. About 41.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Leeward Financial Partners, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.21	55,724	14,142,300	reduced	-4.04

AAXJ	ishares tr	1.29	40,967	4,348,660	added	0.35

AAXJ	ishares tr	0.33	13,784	1,096,630	reduced	-1.08

AAXJ	ishares tr	0.09	1,401	306,469	unchanged	0.00

ABBV	abbvie inc	0.08	1,268	275,670	unchanged	0.00

ADPT	adaptive biotechnologies cor	0.17	41,400	574,632	unchanged	0.00

AFK	vaneck etf trust	0.86	7,508	2,878,570	added	470

AJG	gallagher arthur j & co	0.11	1,666	360,837	reduced	-26.67

AMZN	amazon com inc	3.47	56,008	11,664,800	added	2.24

ANET	arista networks inc	0.15	4,037	495,663	reduced	-2.13

APH	amphenol corp	0.47	12,370	1,562,950	added	7.57

APP	applovin corp	1.50	12,627	5,025,550	added	90.25

AVGO	broadcom inc	1.34	14,608	4,521,320	added	3.74

AXON	axon enterprise inc	0.34	2,662	1,130,520	reduced	-10.7

BA	boeing co	0.13	2,146	427,164	added	2.00

BGRN	ishares tr	0.75	68,224	2,513,360	added	0.12

BIL	spdr series trust	0.38	16,328	1,290,910	added	0.29

BIV	vanguard bd index fds	1.76	76,809	5,928,090	reduced	-0.83

BIV	vanguard bd index fds	1.66	81,122	5,579,550	added	0.15

BIV	vanguard bd index fds	1.14	51,998	3,829,140	reduced	-1.6