Nordwand Advisors, LLC
CIK 1962713
13F filing for Q2 2026・No. 3,339
- Holdings
- US$652.24M
- Quarter change
- +US$80.5M
- Entries
- 146
- Net bought (estimate)
- +US$4.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 10
- Cut 35
- Added 62
- Corporate actions 2
- Unchanged 43
Largest holdings
146 stocks worth US$652.24M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AVGOBroadcomCOM | Added | 81,123 | US$30.64M | 4.70% |
| VANGUARD INDEX FDSLARGE CAP ETF | Cut | 86,950 | US$29.9M | 4.58% |
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 85,365 | US$25.43M | 3.90% |
| IVVISHARES TRCORE S&P500 ETF | Added | 25,546 | US$19.13M | 2.93% |
| MSFTMicrosoftCOM | Added | 51,288 | US$19.13M | 2.93% |
| VRTVERTIV HOLDINGS COCOM CL A | Added | 57,124 | US$19.13M | 2.93% |
| ETNEATON CORP PLCSHS | Added | 40,599 | US$17.3M | 2.65% |
| CMICUMMINS INCCOM | Cut | 19,987 | US$14.25M | 2.19% |
| CSCOCISCO SYS INCCOM | Added | 120,505 | US$14.15M | 2.17% |
| LLYELI LILLY & COCOM | Cut | 11,706 | US$14.04M | 2.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.