account_balance
Investment manager · 13F filer · SEC CIK 1356202
Point Windward Advisors Inc.
Reported value$220Mas of Sep 30, 2026
Positions99 5 new, 3 sold out
Top 10 weight27.7%BX alone is 3%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BXBlackstone Inc.
3.4%Added +3%
AMZNAmazon.com Inc
3.1%Trimmed −2%
AAPLApple Inc.
3.0%Trimmed −15%
GOOGLAlphabet Inc.
2.9%Trimmed −3%
METAMeta Platforms, Inc.
2.7%
MSFTMicrosoft Corp
2.7%
ABBVAbbVie Inc.
2.7%Trimmed −2%
AMATApplied Materials Inc
2.6%Trimmed −6%
XLKSelect Sector SPDR Tr
2.4%Trimmed −20%
AMDAdvanced Micro Devices Inc
2.4%Trimmed −17%
MRKMerck & Co., Inc.
2.2%Trimmed −3%
AVGOBroadcom Inc.
2.1%Trimmed −4%
BXBlackstone Inc.
3.4%+3%
AMZNAmazon.com Inc
3.1%
AAPLApple Inc.
3.0%
GOOGLAlphabet Inc.
2.9%−3%
METAMeta Platforms, Inc.
2.7%
MSFTMicrosoft Corp
2.7%
ABBVAbbVie Inc.
2.7%
AMATApplied Materials Inc
2.6%
XLKSelect Sector SPDR Tr
2.4%
AMDAdvanced Micro Devices Inc
2.4%
MRKMerck & Co., Inc.
2.2%
AVGOBroadcom Inc.
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BX Blackstone Inc. 3.4% Added +3%AMZN Amazon.com Inc 3.1% Trimmed −2%AAPL Apple Inc. 3.0% Trimmed −15%GOOGL Alphabet Inc. 2.9% Trimmed −3%META Meta Platforms, Inc. 2.7% HeldMSFT Microsoft Corp 2.7% HeldABBV AbbVie Inc. 2.7% Trimmed −2%AMAT Applied Materials Inc 2.6% Trimmed −6%
XLK Select Sector SPDR Tr 2.4% Trimmed −20%
AMD Advanced Micro Devices Inc 2.4% Trimmed −17%MRK Merck & Co., Inc. 2.2% Trimmed −3%AVGO Broadcom Inc. 2.1% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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