Institutions / Point Windward Advisors Inc. / Activity
Activity — Point Windward Advisors Inc.
44 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 78464A854 Common stock | $1.8K | +23 +0.89% | 2,615 0.10% of portfolio | low |
| Q1 2026 as of | Add | Digital Realty Trust Inc Common stock | $2.7K | +15 +0.07% | 20,348 1.84% of portfolio | low |
| Q1 2026 as of | Add | Dominion Energy, Inc Common stock | $9.0K | +146 +0.37% | 40,121 1.24% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $10.9K | +55 +0.40% | 13,680 1.36% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $12.4K | +40 +0.65% | 6,177 0.96% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $14.9K | +26 +0.31% | 8,349 2.39% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $15.9K | +54 +0.51% | 10,638 1.57% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $18.0K | +208 +0.62% | 33,594 1.46% of portfolio | low |
| Q1 2026 as of | Add | 81369Y308 Common stock | $20.7K | +253 +4.30% | 6,139 0.25% of portfolio | low |
| Q1 2026 as of | Add | 81369Y407 Common stock | $22.0K | +202 +0.97% | 20,926 1.14% of portfolio | low |
| Q1 2026 as of | Add | Ulta Beauty, Inc. Common stock | $22.5K | +43 +1.37% | 3,177 0.83% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $23.5K | +400 +0.71% | 56,525 1.66% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $25.9K | +573 +2.21% | 26,470 0.60% of portfolio | low |
| Q1 2026 as of | Add | 81369Y860 Common stock | $26.8K | +656 +6.82% | 10,268 0.21% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $28.2K | +572 +2.22% | 26,381 0.65% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $34.5K | +105 +1.22% | 8,730 1.44% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $38.6K | +295 +2.60% | 11,640 0.76% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $39.1K | +543 +1.01% | 54,503 1.96% of portfolio | low |
| Q1 2026 as of | Add | Vici Properties Inc. Common stock | $43.8K | +2K +2.15% | 76,303 1.04% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $44.6K | +214 +0.75% | 28,586 2.98% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $45.8K | +225 +1.86% | 12,325 1.26% of portfolio | low |
| Q1 2026 as of | Add | 46434V621 Common stock | $49.1K | +700 +19.28% | 4,330 0.15% of portfolio | low |
| Q1 2026 as of | Add | 46138E511 Common stock | $50.6K | +5K +10.42% | 49,280 0.27% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $59.0K | +600 +25.00% | 3,000 0.15% of portfolio | low |
| Q1 2026 as of | Add | GE HealthCare Technologies Inc. Common stock | $67.2K | +944 +2.93% | 33,118 1.18% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $72.3K | +750 +2.52% | 30,490 1.47% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $82.5K | +571 +4.01% | 14,809 1.07% of portfolio | low |
| Q1 2026 as of | Add | Realty Income Corp Common stock | $121.1K | +2K +8.31% | 25,810 0.79% of portfolio | low |
| Q1 2026 as of | Add | Take Two Interactive Software Inc Common stock | $121.5K | +615 +9.13% | 7,348 0.73% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $160.2K | +1K +6.09% | 18,984 1.40% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $173.3K | +2K +4.63% | 42,160 1.96% of portfolio | low |
| Q1 2026 as of | Add | 81369Y852 Common stock | $219.1K | +2K +11.46% | 19,216 1.07% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $238.9K | +486 +14.03% | 3,951 0.97% of portfolio | low |
| Q1 2026 as of | Add | Lennar Corp /New Common stock | $242.3K | +3K +22.11% | 15,409 0.67% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $256.5K | +693 +6.50% | 11,360 2.11% of portfolio | low |
| Q1 2026 as of | Add | Trade Desk, Inc. Common stock | $385.7K | +17K +71.58% | 40,750 0.46% of portfolio | low |
| Q1 2026 as of | Add | Workday Inc Common stock | $418.0K | +3K +71.39% | 7,723 0.50% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $493.7K | +3K +24.00% | 13,665 1.28% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $572.4K | +4K +14.74% | 33,527 2.23% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $592.1K | +2K +20.97% | 12,620 1.71% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $599.6K | +2K +26.08% | 9,590 1.45% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $690.3K | +7K +23.51% | 37,721 1.82% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $858.4K | +1K +118.39% | 2,435 0.79% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $3.58M | +31K +102.71% | 61,385 3.54% of portfolio | low |