Leeward Financial Partners, LLC

CIK

1735201

Location

Bellevue, WA

Portfolio Value

Small $172,916,299

Diversification

Diversified

Filing Date

Global Rank

#4,752 / 8,517 ▲ 38

Top Industry

Software - Infrastructure 12.6%

3Y Alpha vs SPY

+30.0%

Period ended 47 days ago

Filed Aug 6, 2026 · 10d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+240.8%

SPY

+76.6%

Annualised alpha

+29.6%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.2%

−0.3 pts

Top 5

40.0%

+1.2 pts

Top 10

59.5%

+0.3 pts

HHI

498

Diversified+10

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.9%	$65,616,368	22
Communication Services	12.2%	$21,051,407	4
Consumer Cyclical	11.5%	$19,836,929	7
Financial Services	10.1%	$17,499,233	8
Industrials	9.3%	$16,001,108	11
Healthcare	7.9%	$13,640,616	8
Consumer Defensive	4.9%	$8,507,164	1
Unclassified	3.3%	$5,654,324	3
Basic Materials	3.0%	$5,109,150	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
MAR	Marriott International Inc /Md/	+9,560	12,484	$4,626,445
JPM	Jpmorgan Chase & Co	+868	16,987	$5,560,354
ECL	Ecolab Inc.	+782	18,338	$5,109,150
NVDA	Nvidia Corp	+657	39,614	$7,926,365
NTRA	Natera, Inc.	+316	19,553	$5,307,661
RCL	Royal Caribbean Cruises Ltd	+281	1,313	$416,916
SBUX	Starbucks Corp	+270	9,728	$994,104
CMI	Cummins Inc	+223	6,763	$4,823,439
HWM	Howmet Aerospace Inc.	+98	1,177	$316,448
CLS	Celestica Inc	+51	1,034	$377,203
DIA	Spdr Dow Jones Industrial Average ETF Trust	+25	859	$448,733
SHOP	Shopify Inc.	+15	2,460	$280,882
ISRG	Intuitive Surgical Inc	+13	3,321	$1,320,695
SPY	Spdr S&P 500 ETF Trust	+12	5,111	$3,816,741
UNH	Unitedhealth Group Inc	+11	12,411	$5,158,383
ABBV	AbbVie Inc.	+3	1,271	$319,834
SYK	Stryker Corp	+2	787	$247,779
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−32,679	12,500	$892,500
PLTR	Palantir Technologies Inc.	−15,553	5,223	$609,367
META	Meta Platforms, Inc.	−2,744	4,111	$2,315,685
APP	AppLovin Corp	−1,820	10,807	$5,568,090
AMZN	Amazon Com Inc	−1,227	54,781	$13,056,503
VRT	Vertiv Holdings Co	−937	18,943	$6,342,495
COST	Costco Wholesale Corp /New	−711	9,094	$8,507,164
MSFT	Microsoft Corp	−674	51,834	$19,335,118
DDOG	Datadog, Inc.	−615	1,382	$359,817
AAPL	Apple Inc.	−533	55,191	$15,970,067
GOOGL	Alphabet Inc.	−463	34,365	$12,275,132
MS	Morgan Stanley	−413	1,281	$267,780
AXON	Axon Enterprise, Inc.	−205	2,457	$1,377,418
AVGO	Broadcom Inc.	−204	14,404	$5,441,111
GS	Goldman Sachs Group Inc	−176	8,261	$8,354,927
APH	Amphenol Corp /De/	−174	12,196	$4,300,797
ORCL	Oracle Corp	−131	6,126	$897,765
NXPI	NXP Semiconductors N.V.	−120	1,254	$352,411
AJG	Arthur J. Gallagher & Co.	−106	1,560	$358,129
ANET	Arista Networks, Inc.	−106	3,931	$667,798
BA	Boeing Co	−86	2,060	$445,928
PCAR	Paccar Inc	−51	4,996	$600,119
NOW	ServiceNow, Inc.	−45	2,679	$265,971
RRX	Regal Rexnord Corp	−44	2,243	$534,260
V	Visa Inc.	−34	3,469	$1,190,179
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	7,719	$3,734,760
LRCX	Lam Research Corp	7,217	$3,127,342
MU	Micron Technology Inc	499	$575,990
URI	United Rentals, Inc.	253	$286,621
DELL	Dell Technologies Inc.	553	$238,597
AMD	Advanced Micro Devices Inc	410	$238,173
IBM	International Business Machines Corp	803	$225,811
AMAT	Applied Materials Inc /De	293	$211,839
CRWD	CrowdStrike Holdings, Inc.	269	$205,284
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	39,232	$10,275,645
BIV	Vanguard Intermediate-Term Bond ETF	76,809	$5,928,118
VEA	Vanguard FTSE Developed Markets ETF	70,466	$4,515,461
VIG	Vanguard Dividend Appreciation ETF	12,551	$2,699,218
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $172,916,299 total · filing declares 108 positions · $381,157,007 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	51,834	-674	$19,335,118	−0.5%	11.18%
AAPL	Apple Inc. Technology	Reduced	55,191	-533	$15,970,067	+12.9%	9.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	54,781	-1,227	$13,056,503	+11.9%	7.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	34,365	-463	$12,275,132	+22.6%	7.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,094	-711	$8,507,164	−12.9%	4.92%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,261	-176	$8,354,927	+17.1%	4.83%
NVDA	Nvidia Corp Technology	Added	39,614	+657	$7,926,365	+16.7%	4.58%
VRT	Vertiv Holdings Co Industrials	Reduced	18,943	-937	$6,342,495	+27.3%	3.67%
APP	AppLovin Corp Communication Services	Reduced	10,807	-1,820	$5,568,090	+10.8%	3.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,987	+868	$5,560,354	+17.3%	3.22%
AVGO	Broadcom Inc. Technology	Reduced	14,404	-204	$5,441,111	+20.3%	3.15%
NTRA	Natera, Inc. Healthcare	Added	19,553	+316	$5,307,661	+38.0%	3.07%
UNH	Unitedhealth Group Inc Healthcare	Added	12,411	+11	$5,158,383	+53.7%	2.98%
ECL	Ecolab Inc. Basic Materials	Added	18,338	+782	$5,109,150	+9.4%	2.95%
CMI	Cummins Inc Industrials	Added	6,763	+223	$4,823,439	+37.1%	2.79%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	12,484	+9,560	$4,626,445	+383.8%	2.68%
APH	Amphenol Corp /De/ Technology	Reduced	12,196	-174	$4,300,797	—	2.49%
SPY	Spdr S&P 500 ETF Trust	Added	5,111	+12	$3,816,741	+15.1%	2.21%
TER	Teradyne, Inc Technology	NEW	7,719	NEW	$3,734,760	NEW	2.16%
LRCX	Lam Research Corp Technology	NEW	7,217	NEW	$3,127,342	NEW	1.81%
META	Meta Platforms, Inc. Communication Services	Reduced	4,111	-2,744	$2,315,685	−41.0%	1.34%
QQQ	Invesco Qqq Trust, Series 1	Held	1,886	0	$1,388,850	+27.6%	0.80%
AXON	Axon Enterprise, Inc. Industrials	Reduced	2,457	-205	$1,377,418	+21.8%	0.80%
ISRG	Intuitive Surgical Inc Healthcare	Added	3,321	+13	$1,320,695	−13.4%	0.76%
V	Visa Inc. Financial Services	Reduced	3,469	-34	$1,190,179	+12.4%	0.69%
SBUX	Starbucks Corp Consumer Cyclical	Added	9,728	+270	$994,104	+17.3%	0.57%
ORCL	Oracle Corp Technology	Reduced	6,126	-131	$897,765	−2.5%	0.52%
NFLX	Netflix Inc Communication Services	Reduced	12,500	-32,679	$892,500	−79.5%	0.52%
LLY	ELI LILLY & Co Healthcare	Held	659	0	$790,424	+30.4%	0.46%
ANET	Arista Networks, Inc. Technology	Reduced	3,931	-106	$667,798	+34.7%	0.39%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	2,696	0	$663,809	+18.3%	0.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,245	0	$622,985	+4.4%	0.36%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,223	-15,553	$609,367	−79.9%	0.35%
PCAR	Paccar Inc Industrials	Reduced	4,996	-51	$600,119	+2.9%	0.35%
MU	Micron Technology Inc Technology	NEW	499	NEW	$575,990	NEW	0.33%
FIX	Comfort Systems USA Inc Industrials	Reduced	272	-24	$539,090	+32.1%	0.31%
RRX	Regal Rexnord Corp Industrials	Reduced	2,243	-44	$534,260	+24.8%	0.31%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	5,527	-29	$481,070	+29.1%	0.28%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	859	+25	$448,733	+16.2%	0.26%
BA	Boeing Co Industrials	Reduced	2,060	-86	$445,928	+4.4%	0.26%
ETN	Eaton Corp plc Industrials	Held	992	0	$422,711	+19.1%	0.24%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	1,313	+281	$416,916	+46.8%	0.24%
CLS	Celestica Inc Technology	Added	1,034	+51	$377,203	+36.2%	0.22%
DDOG	Datadog, Inc. Technology	Reduced	1,382	-615	$359,817	+52.6%	0.21%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	1,560	-106	$358,129	−0.7%	0.21%
NXPI	NXP Semiconductors N.V. Technology	Reduced	1,254	-120	$352,411	+30.3%	0.20%
ABBV	AbbVie Inc. Healthcare	Added	1,271	+3	$319,834	+16.0%	0.18%
HWM	Howmet Aerospace Inc. Industrials	Added	1,177	+98	$316,448	+27.3%	0.18%
DCI	DONALDSON Co INC Industrials	Held	3,482	0	$312,579	+5.8%	0.18%
URI	United Rentals, Inc. Industrials	NEW	253	NEW	$286,621	NEW	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.