Sponsored

The Analysis of Point Windward Advisors Inc.'s Holdings & P&L

Currently, Point Windward Advisors Inc. holds 94 types of securities in its portfolio with a total value $199.6M. In the most recent quarter, they have increased their positions in N/A (+31.1K shares, valued at $3.6M), SPY (+1.3K shares, valued at $858.4K), NFLX (+7.2K shares, valued at $690.3K); decreased their positions in AMAT (-6.2K shares, valued at $2.1M), QCOM (-12.2K shares, valued at $1.6M), N/A (-3.8K shares, valued at $1.1M); initiated new positions in SNOW (+3.0K shares, valued at $444.9K).

1M P&L

+6.8M+3.74%

3M P&L

+10.1M+5.68%

HY P&L

+13.9M+8.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A21.8M

12.9%

2Drug Manufacturers - General11.6M

6.9%

3Software - Application10.2M

6.0%

Top Industries by Stock Count

1N/A18 stocks

21.2%

2Software - Application6 stocks

7.1%

3Drug Manufacturers - General5 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BLACKSTONE INC BLACKSTONE INC61.4K shares102.71%2026-03-312026-04-09

AAPL APPLE INC23.7K shares-0.79%2026-03-312026-04-09

AMZN AMAZON COM INC28.6K shares0.75%2026-03-312026-04-09

ALPHABET INC ALPHABET INC20.0K shares-16.11%2026-03-312026-04-09

ABBV ABBVIE INC23.0K shares-3.10%2026-03-312026-04-09

META META PLATFORMS INC8.3K shares0.31%2026-03-312026-04-09

BROADCOM INC BROADCOM INC14.9K shares-8.85%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR33.5K shares14.74%2026-03-312026-04-09

Sponsored

AMAT APPLIED MATLS INC12.5K shares-33.19%2026-03-312026-04-09

MSFT MICROSOFT CORP11.4K shares6.50%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC34.0K shares-0.82%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC54.5K shares1.01%2026-03-312026-04-09

NEE NEXTERA ENERGY INC42.2K shares4.63%2026-03-312026-04-09

DLR DIGITAL RLTY TR INC20.3K shares0.07%2026-03-312026-04-09

NFLX NETFLIX INC.37.7K shares23.51%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC10.1K shares-2.88%2026-03-312026-04-09

Sponsored

EXPE EXPEDIA GROUP INC15.5K shares-4.37%2026-03-312026-04-09

TJX TJX COS INC NEW22.3K shares-6.23%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC12.6K shares20.97%2026-03-312026-04-09

FCX FREEPORT MCMORAN INC56.5K shares0.71%2026-03-312026-04-09

NVDA NVIDIA CORPORATION18.6K shares-0.22%2026-03-312026-04-09

FSLR FIRST SOLAR INC16.1K shares-2.40%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO10.6K shares0.51%2026-03-312026-04-09

DIS DISNEY WALT CO30.5K shares2.52%2026-03-312026-04-09

Sponsored

JNJ JOHNSON & JOHNSON12.0K shares-14.08%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC33.6K shares0.62%2026-03-312026-04-09

V VISA INC9.6K shares26.08%2026-03-312026-04-09

HD HOME DEPOT INC8.7K shares1.22%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC8.5K shares-12.30%2026-03-312026-04-09

KO COCA COLA CO37.0K shares-6.25%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS11.6K shares-1.09%2026-03-312026-04-09

ORCL ORACLE CORP19.0K shares6.09%2026-03-312026-04-09

Sponsored

BA BOEING CO13.7K shares0.40%2026-03-312026-04-09

WMT WALMART INC21.7K shares-4.36%2026-03-312026-04-09

BA-PA BOEING CO39.4K shares-5.94%2026-03-312026-04-09

CRM SALESFORCE INC13.7K shares24.00%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC12.3K shares1.86%2026-03-312026-04-09

D DOMINION ENERGY INC40.1K shares0.37%2026-03-312026-04-09

GEHC GE HEALTHCARE TECHNOLOGIES I33.1K shares2.93%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR20.9K shares0.97%2026-03-312026-04-09

Sponsored

PG PROCTER & GAMBLE CO14.8K shares4.01%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR19.2K shares11.46%2026-03-312026-04-09

CAT CATERPILLAR INC3.0K shares-7.69%2026-03-312026-04-09

VICI VICI PPTYS INC76.3K shares2.15%2026-03-312026-04-09

PFE PFIZER INC69.2K shares-2.03%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC4.0K shares14.03%2026-03-312026-04-09

MCD MCDONALDS CORP6.2K shares0.65%2026-03-312026-04-09

ALB ALBEMARLE CORP10.6K shares-23.07%2026-03-312026-04-09

Sponsored

FDX FEDEX CORP5.3K shares-2.29%2026-03-312026-04-09

WMB WILLIAMS COS INC23.9K shares-8.34%2026-03-312026-04-09

ULTA ULTA BEAUTY INC3.2K shares1.37%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T2.4K shares118.39%2026-03-312026-04-09

O REALTY INCOME CORP25.8K shares8.31%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.6K shares2.60%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR10.2K shares-0.10%2026-03-312026-04-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR7.3K shares9.13%2026-03-312026-04-09

Sponsored

LEN LENNAR CORP15.4K shares22.11%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN6.6K shares-12.40%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC1.6K shares-6.02%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR26.4K shares2.22%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR8.0K shares-0.87%2026-03-312026-04-09

PYPL PAYPAL HLDGS INC26.5K shares2.21%2026-03-312026-04-09

EXC EXELON CORP24.4K shares-2.67%2026-03-312026-04-09

GILD GILEAD SCIENCES INC8.4K shares-11.57%2026-03-312026-04-09

Sponsored

QCOM QUALCOMM INC9.0K shares-57.56%2026-03-312026-04-09

ABT ABBOTT LABORATORIES10.9K shares0.00%2026-03-312026-04-09

WDAY WORKDAY INC7.7K shares71.39%2026-03-312026-04-09

TTD THE TRADE DESK INC40.8K shares71.58%2026-03-312026-04-09

CB CHUBB LTD SWITZ2.4K shares-19.46%2026-03-312026-04-09

LINDE PLC LINDE PLC1.5K shares0.00%2026-03-312026-04-09

XBI SPDR SERIES TRUST5.2K shares-4.36%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION655 shares0.00%2026-03-312026-04-09

Sponsored

WELL WELLTOWER INC3.3K shares0.00%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR20.2K shares0.00%2026-03-312026-04-09

AMGN AMGEN INC1.6K shares-5.80%2026-03-312026-04-09

IWF ISHARES TR1.3K shares0.00%2026-03-312026-04-09

ICLN ISHARES TR29.5K shares-2.41%2026-03-312026-04-09

PGX INVESCO EXCH TRADED FD TR II49.3K shares10.42%2026-03-312026-04-09

XOM EXXON MOBIL CORP3.0K shares-26.28%2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR6.1K shares4.30%2026-03-312026-04-09

Sponsored

SNOW SNOWFLAKE INC3.0K sharesnew addition2026-03-312026-04-09

BAC BANK AMERICA CORP8.9K shares0.00%2026-03-312026-04-09

XLRE SELECT SECTOR SPDR TR10.3K shares6.82%2026-03-312026-04-09

BB BLACKBERRY LTD115.7K shares-1.28%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL747 shares-3.86%2026-03-312026-04-09

IWD ISHARES TR1.5K shares0.00%2026-03-312026-04-09

DGRO ISHARES TR4.3K shares19.28%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC3.0K shares25.00%2026-03-312026-04-09

Sponsored

CVX CHEVRON CORPORATION1.4K shares0.00%2026-03-312026-04-09

WYNN WYNN RESORTS LTD2.5K shares0.00%2026-03-312026-04-09

TSLA TESLA INC670 shares0.00%2026-03-312026-04-09

SCI SERVICE CORP INTL3.0K shares0.00%2026-03-312026-04-09

HHH HOWARD HUGHES HOLDINGS INC3.8K shares0.00%2026-03-312026-04-09

SPYM SPDR SERIES TRUST2.6K shares0.89%2026-03-312026-04-09

BLACKSTONE INC

102.71%

Shares61.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.79%

Shares23.7K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.75%

Shares28.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-16.11%

Shares20.0K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-3.10%

Shares23.0K

Event2026-03-31

Filed2026-04-09