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Nordwand Advisors, LLC

All holdings · as of Jun 30, 2026

146 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.$30.64M81,1234.7%
VANGUARD INDEX FDS$29.90M86,9504.6%
Marvell Technology, Inc.$25.43M85,3653.9%
ISHARES TR$19.13M25,5462.9%
MICROSOFT CORP$19.13M51,2882.9%
Vertiv Holdings Co$19.13M57,1242.9%
Eaton Corp plc$17.30M40,5992.7%
CUMMINS INC$14.25M19,9872.2%
CISCO SYSTEMS, INC.$14.15M120,5052.2%
ELI LILLY & Co$14.04M11,7062.2%
JPMORGAN CHASE & CO$13.99M42,7522.1%
Apple Inc.$13.45M46,4882.1%
AbbVie Inc.$13.14M52,2372.0%
ISHARES TR$12.56M84,7021.9%
United Rentals Inc$12.53M11,0631.9%
Morgan Stanley$12.10M57,8691.9%
RTX Corp$11.53M60,7811.8%
ORACLE CORP$11.12M75,9111.7%
Phillips 66$10.60M62,7241.6%
Alphabet Inc.$10.43M29,1791.6%
Palo Alto Networks Inc$10.39M30,4551.6%
TE Connectivity PLC$10.18M50,5011.6%
CHEVRON CORP$9.91M59,7571.5%
Union Pacific Corp$9.82M36,1111.5%
AMERIPRISE FINANCIAL INC$9.76M21,2791.5%
HARBOR ETF TRUST$9.62M314,8681.5%
AMGEN INC$9.42M26,0221.4%
Norwegian Cruise Line Holdings Ltd.$9.04M428,3551.4%
CATERPILLAR INC$8.76M8,2301.3%
CASEYS GENERAL STORES INC$8.42M10,5941.3%
Air Products & Chemicals, Inc.$8.35M28,4681.3%
WASTE MANAGEMENT INC$8.16M36,6191.3%
Amrize Ltd$7.82M146,6731.2%
HUBBELL INC$7.76M14,8371.2%
EMBRAER S.A.EMBJADR$7.73M121,1651.2%
L3HARRIS TECHNOLOGIES, INC. /DE$7.18M24,7051.1%
QXO, Inc.$6.69M387,3001.0%
Corteva, Inc.$6.13M72,4010.9%
Merck & Co., Inc.$5.91M45,9760.9%
AMERICAN EXPRESS CO$5.86M17,3310.9%
SERVICE CORP INTERNATIONAL$5.74M75,5250.9%
THERMO FISHER SCIENTIFIC INC.$5.53M11,0290.8%
Digital Realty Trust Inc$5.49M30,5680.8%
J P MORGAN EXCHANGE TRADED F$5.06M109,9430.8%
ABBOTT LABORATORIES$5.05M55,6570.8%
NVIDIA Corp$4.80M24,0080.7%
HORTON D R INC /DE$4.46M27,3910.7%
NEXTERA ENERGY INC$4.12M46,9250.6%
CDW Corp$3.54M25,1600.5%
SYSCO CORP$3.43M41,0690.5%
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