Institutions / Nordwand Advisors, LLC
Nordwand Advisors, LLC
CIK 1962713 · Institution · as of Jun 30, 2026
Portfolio value
$652.24M
Positions
146
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$652.24M+14.0%Positions
146+0.0%Top holdings
Jun 30, 2026View all 146 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $30.64M | 4.7% |
| Vanguard Index Fds | $29.90M | 4.6% |
| Marvell Technology, Inc. | $25.43M | 3.9% |
| iShares Tr | $19.13M | 2.9% |
| Microsoft Corp | $19.13M | 2.9% |
| Vertiv Holdings Co | $19.13M | 2.9% |
| Eaton Corp plc | $17.30M | 2.7% |
| Cummins Inc | $14.25M | 2.2% |
| Cisco Systems, Inc. | $14.15M | 2.2% |
| ELI LILLY & Co | $14.04M | 2.2% |
| JPMorgan Chase & Co | $13.99M | 2.1% |
| Apple Inc. | $13.45M | 2.1% |
| AbbVie Inc. | $13.14M | 2.0% |
| iShares Tr | $12.56M | 1.9% |
| United Rentals Inc | $12.53M | 1.9% |
| Morgan Stanley | $12.10M | 1.9% |
| RTX Corp | $11.53M | 1.8% |
| Oracle Corp | $11.12M | 1.7% |
| Phillips 66 | $10.60M | 1.6% |
| Alphabet Inc. | $10.43M | 1.6% |
| Palo Alto Networks Inc | $10.39M | 1.6% |
| TE Connectivity PLC | $10.18M | 1.6% |
| Chevron Corp | $9.91M | 1.5% |
| Union Pacific Corp | $9.82M | 1.5% |
| Ameriprise Financial Inc | $9.76M | 1.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Norwegian Cruise Line Holdings Ltd. Common stock | $9.04M | +428K | 428,355 1.39% of portfolio | medium |
| Q2 2026 as of | New | EMBJ Embraer S.A. ADR | $7.73M | +121K | 121,165 1.19% of portfolio | medium |
| Q2 2026 as of | Trim | Vertiv Holdings Co Common stock | $-6.25M | -19K -24.63% | 57,124 2.93% of portfolio | medium |
| Q2 2026 as of | Exit | Broadridge Financial Solutions Inc Common stock | $-3.91M | -18K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-2.76M | -3K -23.97% | 8,230 1.34% of portfolio | low |
| Q2 2026 as of | Trim | Caseys General Stores Inc Common stock | $-2.75M | -3K -24.59% | 10,594 1.29% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-2.36M | -12K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Accenture plc Common stock | $-2.20M | -18K -78.50% | 4,850 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 464287804 Common stock | $-2.17M | -15K -14.70% | 84,702 1.93% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-2.10M | -6K -6.42% | 81,123 4.70% of portfolio | low |