Grufity logo
Grufity logo

Latest Leeward Financial Partners, LLC Stock Portfolio

$336Million | No. of Holdings #97

Leeward Financial Partners, LLC Performance

2026 Q1-5.13%
YTD-5.13%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 20 Apr, 2026
$336Million
  as of Apr 20, 2026

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 inc3,518,650
ishares inc2,430,440
intuitive surgical inc1,524,960
datadog inc235,746
New stocks bought by Leeward Financial Partners, LLC

Additions

Ticker% Inc.
vanguard tax-managed fds874
vaneck etf trust470
jpmorgan chase & co96.41
applovin corp90.25
palantir technologies inc44.46
vanguard bd index fds41.38
natera inc10.92
amphenol corp7.57
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.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Basic Materials
Sector%
Others57.8
Technology17
Communication Services5.4
Financial Services4.3
Consumer Cyclical4.3
Industrials3.7
Healthcare3.2
Consumer Defensive2.9
Basic Materials1.4

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED57.8
MEGA-CAP31.8
LARGE-CAP10.2

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.

  • Others
  • S&P 500
Index%
Others63.2
S&P 50036.5
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.

$336.20MTotal Value
100Positions
20 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Leeward Financial Partners, LLC, last reported on 20 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leeward Financial Partners, LLC's holding in Ishares Tr over time
1.29%40,967
$4.35M
1.29%
increased 0.35 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leeward Financial Partners, LLC's holding in Ishares Tr over time
0.33%13,784
$1.10M
0.33%
decreased 1.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leeward Financial Partners, LLC's holding in Ishares Tr over time
0.09%1,401
$306.5K
0.09%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Leeward Financial Partners, LLC's holding in Vaneck Etf Trust over time
0.86%7,508
$2.88M
0.86%
increased 470.08 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Leeward Financial Partners, LLC's holding in Ishares Tr over time
0.75%68,224
$2.51M
0.75%
increased 0.12 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leeward Financial Partners, LLC's holding in Spdr Series Trust over time
0.38%16,328
$1.29M
0.38%
increased 0.29 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Leeward Financial Partners, LLC's holding in Vanguard Bd Index Fds over time
1.76%76,809
$5.93M
1.76%
decreased 0.83 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Leeward Financial Partners, LLC's holding in Vanguard Bd Index Fds over time
1.66%81,122
$5.58M
1.66%
increased 0.15 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Leeward Financial Partners, LLC's holding in Vanguard Bd Index Fds over time
1.14%51,998
$3.83M
1.14%
decreased 1.6 percentreduced