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Point Windward Advisors Inc.

All holdings · as of Mar 31, 2026

94 positions

CompanyClassValueShares% of portfolio
Blackstone Inc—$7.06M61,3853.5%
Apple Inc.—$6.02M23,7353.0%
Amazon.com Inc—$5.95M28,5863.0%
Alphabet Inc.—$5.75M19,9902.9%
AbbVie Inc.—$5.00M22,9752.5%
Meta Platforms Inc—$4.78M8,3492.4%
Broadcom Inc.—$4.60M14,8692.3%
SELECT SECTOR SPDR TR—$4.46M33,5272.2%
APPLIED MATERIALS INC /DE—$4.29M12,5482.1%
MICROSOFT CORP—$4.21M11,3602.1%
Merck & Co., Inc.—$4.09M33,9892.0%
Uber Technologies, Inc—$3.92M54,5032.0%
NEXTERA ENERGY INC—$3.92M42,1602.0%
Digital Realty Trust Inc—$3.67M20,3481.8%
Netflix Inc—$3.63M37,7211.8%
Eaton Corp plc—$3.61M10,0901.8%
Expedia Group Inc—$3.58M15,5051.8%
TJX Cos Inc/The—$3.57M22,3491.8%
UNITEDHEALTH GROUP INC—$3.41M12,6201.7%
FREEPORT-MCMORAN INC—$3.32M56,5251.7%
NVIDIA Corp—$3.24M18,6021.6%
First Solar Inc—$3.18M16,1361.6%
JPMORGAN CHASE & CO—$3.13M10,6381.6%
Walt Disney Co—$2.94M30,4901.5%
JOHNSON & JOHNSON—$2.93M11,9851.5%
Medtronic plc—$2.91M33,5941.5%
Visa Inc—$2.90M9,5901.5%
HOME DEPOT, INC.—$2.87M8,7301.4%
MICRON TECHNOLOGY INC—$2.86M8,4721.4%
COCA COLA CO—$2.82M37,0441.4%
INTERNATIONAL BUSINESS MACHINES CORP—$2.82M11,6161.4%
ORACLE CORP—$2.79M18,9841.4%
The Boeing Company—$2.72M13,6801.4%
Walmart Inc.—$2.70M21,7351.4%
BOEING CO—$2.56M39,4291.3%
Salesforce Inc—$2.55M13,6651.3%
ADVANCED MICRO DEVICES INC—$2.51M12,3251.3%
DOMINION ENERGY, INC—$2.48M40,1211.2%
GE HealthCare Technologies Inc.—$2.36M33,1181.2%
SELECT SECTOR SPDR TR—$2.28M20,9261.1%
PROCTER & GAMBLE Co—$2.14M14,8091.1%
SELECT SECTOR SPDR TR—$2.13M19,2161.1%
CATERPILLAR INC—$2.13M3,0001.1%
VICI PROPERTIES INC.—$2.08M76,3031.0%
PFIZER INC—$1.94M69,1961.0%
THERMO FISHER SCIENTIFIC INC.—$1.94M3,9511.0%
MCDONALD'S CORP—$1.92M6,1771.0%
ALBEMARLE CORP—$1.90M10,6051.0%
FedEx Corp—$1.90M5,3271.0%
Williams Cos Inc/The—$1.74M23,8530.9%
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