Point Windward Advisors Inc.
CIK: 1356202SEC EDGAR →
Portfolio Value
$49.0B
Holdings
94
As of
Q1 2026
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | 54,503 | $3.9B | 8.00% |
| 2 | NEXTERA ENERGY INC | 42,160 | $3.9B | 7.99% |
| 3 | NETFLIX INC. | 37,721 | $3.6B | 7.40% |
| 4 | FREEPORT MCMORAN INC | 56,525 | $3.3B | 6.78% |
| 5 | DISNEY WALT CO | 30,490 | $2.9B | 6.00% |
| 6 | MEDTRONIC PLC | 33,594 | $2.9B | 5.94% |
| 7 | COCA COLA CO | 37,044 | $2.8B | 5.75% |
| 8 | BOEING CO | 39,429 | $2.6B | 5.22% |
| 9 | DOMINION ENERGY INC | 40,121 | $2.5B | 5.06% |
| 10 | GE HEALTHCARE TECHNOLOGIES I | 33,118 | $2.4B | 4.81% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 11 | $7.2B | 14.8% |
| Communication Services | 5 | $6.6B | 13.4% |
| Technology | 17 | $6.5B | 13.2% |
| Utilities | 3 | $6.4B | 13.1% |
| Financial Services | 23 | $5.6B | 11.4% |
| Real Estate | 4 | $3.9B | 8.0% |
| Basic Materials | 3 | $3.3B | 6.8% |
| Unknown | 4 | $3.1B | 6.3% |
| Consumer Defensive | 4 | $2.8B | 5.8% |
| Energy | 4 | $1.7B | 3.6% |
| Consumer Cyclical | 10 | $1.6B | 3.3% |
| Industrials | 6 | $306.8M | 0.6% |