Nordwand Advisors, LLC

CIK: 0001962713SEC EDGAR →

Portfolio Value

$572.3M

Holdings

146

As of

Q4 2025

New Positions

146

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

86,692$30.0M
5.24%
2

VANGUARD INDEX FDS

87,000$27.4M
4.79%
3

MICROSOFT CORP

49,695$24.0M
4.20%
4

ISHARES TR

23,668$16.2M
2.83%
5

ORACLE CORP

70,299$13.7M
2.39%
6

JPMORGAN CHASE & CO.

42,053$13.6M
2.37%
7

RTX CORPORATION

71,823$13.2M
2.30%
8

APPLE INC

48,365$13.1M
2.30%
9

ELI LILLY & CO

11,999$12.9M
2.25%
10

EATON CORP PLC

39,685$12.6M
2.21%

Quarterly Changes

Top Buys

AVGONEW
$30.0M
VVNEW
$27.4M
MSFTNEW
$24.0M
IVVNEW
$16.2M
ORCLNEW
$13.7M

Top Sells

No sells this quarter

New Positions (146)

$30.0M · 87K shares
$27.4M · 87K shares
$24.0M · 50K shares
$16.2M · 24K shares
$13.7M · 70K shares
$13.6M · 42K shares
$13.2M · 72K shares
$13.1M · 48K shares
$12.9M · 12K shares
$12.6M · 40K shares
$12.3M · 76K shares
$11.9M · 99K shares
$11.0M · 48K shares
$10.5M · 21K shares
$10.3M · 21K shares
$10.2M · 57K shares
$9.9M · 44K shares
$9.6M · 318K shares
$9.2M · 29K shares
$8.9M · 59K shares
$8.7M · 114K shares
$8.4M · 10K shares
$8.3M · 26K shares
$8.3M · 38K shares
$8.1M · 35K shares
$7.8M · 14K shares
$7.5M · 58K shares
$7.5M · 139K shares
$7.0M · 24K shares
$6.9M · 28K shares
$6.9M · 81K shares
$6.5M · 11K shares
$6.3M · 34K shares
$6.3M · 17K shares
$6.2M · 14K shares
$6.2M · 50K shares
$6.2M · 11K shares
$6.1M · 131K shares
$6.1M · 23K shares
$5.9M · 305K shares
$5.8M · 75K shares
$5.0M · 37K shares
$4.9M · 73K shares
$4.8M · 46K shares
$4.7M · 30K shares
$4.3M · 23K shares
$4.0M · 54K shares
$3.9M · 27K shares
$3.9M · 18K shares
$3.6M · 27K shares
$3.6M · 44K shares
$3.4M · 67K shares
$3.1M · 11K shares
$3.0M · 16K shares
$2.9M · 10K shares
$2.5M · 7K shares
$2.5M · 47K shares
$2.4M · 3K shares
$2.4M · 12K shares
$2.3M · 5K shares
$2.2M · 4K shares
$2.1M · 3K shares
$2.1M · 38K shares
$2.0M · 12K shares
$2.0M · 3K shares
$2.0M · 7K shares
$2.0M · 30K shares
$2.0M · 21K shares
$1.9M · 14K shares
$1.7M · 42K shares
$1.7M · 9K shares
$1.7M · 7K shares
$1.6M · 8K shares
$1.5M · 5K shares
$1.5M · 7K shares
$1.5M · 28K shares
$1.4M · 4K shares
$1.4M · 14K shares
$1.4M · 37K shares
$1.4M · 4K shares
$1.3M · 6K shares
$1.3M · 5K shares
$1.3M · 19K shares
$1.3M · 104K shares
$1.3M · 4K shares
$1.2M · 13K shares
$1.2M · 14K shares
$1.2M · 2K shares
$1.1M · 31K shares
$1.1M · 4K shares
$1.1M · 20K shares
$1.1M · 11K shares
$1.1M · 30K shares
$1.0M · 21K shares
$951K · 9K shares
$903K · 3K shares
$824K · 3K shares
$799K · 13K shares
$776K · 1K shares
$745K · 2K shares
$739K · 7K shares
$727K · 3K shares
$721K · 7K shares
$710K · 6K shares
$701K · 34K shares
$685K · 5K shares
$684K · 28K shares
$663K · 2K shares
$659K · 5K shares
$598K · 916 shares
$598K · 23K shares
$594K · 555 shares
$586K · 21K shares
$566K · 3K shares
$563K · 113K shares
$542K · 7K shares
$518K · 3K shares
$501K · 3K shares
$453K · 2K shares
$431K · 8K shares
$428K · 3K shares
$425K · 4K shares
$413K · 6K shares
$412K · 29K shares
$410K · 3K shares
$408K · 7K shares
$384K · 42K shares
$364K · 2K shares
$361K · 4K shares
$343K · 3K shares
$316K · 814 shares
$302K · 3K shares
$289K · 3K shares
$289K · 2K shares
$283K · 2K shares
$277K · 2K shares
$274K · 610 shares
$272K · 411 shares
$267K · 10K shares
$266K · 309 shares
$258K · 3K shares
$254K · 3K shares
$225K · 2K shares
$206K · 342 shares
$205K · 2K shares
$205K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology19$139.3M24.3%
Financial Services50$136.1M23.8%
Industrials23$116.5M20.4%
Healthcare9$52.5M9.2%
Unknown7$31.8M5.6%
Consumer Cyclical8$24.9M4.4%
Energy7$20.1M3.5%
Basic Materials4$19.6M3.4%
Communication Services4$12.9M2.2%
Consumer Defensive8$11.4M2.0%
Utilities5$5.8M1.0%
Real Estate2$1.6M0.3%