Leeward Financial Partners, LLC

CIK

1735201

Location

Bellevue, WA

Portfolio Value

Small $147,400,805

Diversification

Diversified

Filing Date

Global Rank

#4,894 / 8,605 ▼ 88 · as of Mar 2026

Top Industry

Software - Infrastructure 16.4%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+79.0%

SPY

+76.5%

Annualised alpha

+0.6%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.2%

−3.0 pts

Top 5

43.8%

−2.5 pts

Top 10

63.3%

−3.3 pts

HHI

562

Diversified−77

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.7%	$52,595,592	14
Communication Services	15.5%	$22,901,999	4
Financial Services	10.2%	$15,107,785	8
Consumer Cyclical	9.8%	$14,489,763	7
Industrials	8.4%	$12,376,185	10
Healthcare	7.3%	$10,698,294	8
Consumer Defensive	6.6%	$9,769,996	1
Unclassified	3.3%	$4,790,944	3
Basic Materials	3.2%	$4,670,247	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+7,912	16,119	$4,741,565
PLTR	Palantir Technologies Inc.	+6,394	20,776	$3,039,113
APP	AppLovin Corp	+5,990	12,627	$5,025,546
NTRA	Natera, Inc.	+1,894	19,237	$3,847,207
AMZN	Amazon Com Inc	+1,229	56,008	$11,664,786
APH	Amphenol Corp /De/	+870	12,370	$1,562,949
AVGO	Broadcom Inc.	+527	14,608	$4,521,322
META	Meta Platforms, Inc.	+417	6,855	$3,921,951
UNH	Unitedhealth Group Inc	+283	12,400	$3,355,316
ORCL	Oracle Corp	+67	6,257	$920,467
BA	Boeing Co	+42	2,146	$427,118
SPY	Spdr S&P 500 ETF Trust	+6	5,099	$3,316,083
TSLA	Tesla, Inc.	+4	553	$205,577
SYK	Stryker Corp	+2	785	$257,943
HD	Home Depot, Inc.	+1	719	$236,471
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−19,251	45,179	$4,343,960
V	Visa Inc.	−13,708	3,503	$1,058,746
VRT	Vertiv Holdings Co	−5,466	19,880	$4,981,530
GOOGL	Alphabet Inc.	−3,657	33,421	$9,610,542
AAPL	Apple Inc.	−2,345	55,724	$14,142,193
GS	Goldman Sachs Group Inc	−1,843	8,437	$7,137,617
MSFT	Microsoft Corp	−1,739	52,508	$19,436,886
MAR	Marriott International Inc /Md/	−1,206	2,924	$956,352
PCAR	Paccar Inc	−1,130	5,047	$582,928
NXPI	NXP Semiconductors N.V.	−751	1,374	$270,485
AJG	Arthur J. Gallagher & Co.	−606	1,666	$360,822
ECL	Ecolab Inc.	−524	17,556	$4,670,247
NOW	ServiceNow, Inc.	−332	2,724	$284,794
AXON	Axon Enterprise, Inc.	−319	2,662	$1,130,524
RCL	Royal Caribbean Cruises Ltd	−317	1,032	$283,985
HWM	Howmet Aerospace Inc.	−286	1,079	$248,666
COST	Costco Wholesale Corp /New	−212	9,805	$9,769,996
SBUX	Starbucks Corp	−200	9,458	$847,342
LLY	ELI LILLY & Co	−198	659	$606,128
IBKR	Interactive Brokers Group, Inc.	−165	5,556	$372,640
NVDA	Nvidia Corp	−156	38,957	$6,794,100
FIX	Comfort Systems USA Inc	−92	296	$408,181
ANET	Arista Networks, Inc.	−88	4,037	$495,662
PNC	Pnc Financial Services Group, Inc.	−85	2,696	$561,010
MS	Morgan Stanley	−83	1,694	$278,781
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CMI	Cummins Inc	6,540	$3,518,650
ISRG	Intuitive Surgical Inc	3,308	$1,524,954
DDOG	Datadog, Inc.	1,997	$235,745
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	803	$237,856
DECK	Deckers Outdoor Corp	2,078	$215,426
URI	United Rentals, Inc.	255	$206,376
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $147,400,805 total · as of Mar 31, 2026

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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	52,508	-1,739	$19,436,886	−25.9%	13.19%
AAPL	Apple Inc. Technology	Reduced	55,724	-2,345	$14,142,193	−10.4%	9.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	56,008	+1,229	$11,664,786	−7.7%	7.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,805	-212	$9,769,996	+13.1%	6.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	33,421	-3,657	$9,610,542	−17.2%	6.52%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,437	-1,843	$7,137,617	−21.0%	4.84%
NVDA	Nvidia Corp Technology	Reduced	38,957	-156	$6,794,100	−6.9%	4.61%
APP	AppLovin Corp Communication Services	Added	12,627	+5,990	$5,025,546	+12.4%	3.41%
VRT	Vertiv Holdings Co Industrials	Reduced	19,880	-5,466	$4,981,530	+21.3%	3.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,119	+7,912	$4,741,565	+79.3%	3.22%
ECL	Ecolab Inc. Basic Materials	Reduced	17,556	-524	$4,670,247	−1.6%	3.17%
AVGO	Broadcom Inc. Technology	Added	14,608	+527	$4,521,322	−7.2%	3.07%
NFLX	Netflix Inc Communication Services	Reduced	45,179	-19,251	$4,343,960	−28.1%	2.95%
META	Meta Platforms, Inc. Communication Services	Added	6,855	+417	$3,921,951	−7.7%	2.66%
NTRA	Natera, Inc. Healthcare	Added	19,237	+1,894	$3,847,207	−3.2%	2.61%
CMI	Cummins Inc Industrials	NEW	6,540	NEW	$3,518,650	NEW	2.39%
UNH	Unitedhealth Group Inc Healthcare	Added	12,400	+283	$3,355,316	−16.1%	2.28%
SPY	Spdr S&P 500 ETF Trust	Added	5,099	+6	$3,316,083	−4.5%	2.25%
PLTR	Palantir Technologies Inc. Technology	Added	20,776	+6,394	$3,039,113	+18.9%	2.06%
APH	Amphenol Corp /De/ Technology	Added	12,370	+870	$1,562,949	+0.6%	1.06%
ISRG	Intuitive Surgical Inc Healthcare	NEW	3,308	NEW	$1,524,954	NEW	1.03%
AXON	Axon Enterprise, Inc. Industrials	Reduced	2,662	-319	$1,130,524	−33.2%	0.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,886	-2	$1,088,561	−6.1%	0.74%
V	Visa Inc. Financial Services	Reduced	3,503	-13,708	$1,058,746	−82.5%	0.72%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	2,924	-1,206	$956,352	−25.4%	0.65%
ORCL	Oracle Corp Technology	Added	6,257	+67	$920,467	−23.7%	0.62%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	9,458	-200	$847,342	+4.2%	0.57%
LLY	ELI LILLY & Co Healthcare	Reduced	659	-198	$606,128	−34.2%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,245	0	$596,604	−4.7%	0.40%
PCAR	Paccar Inc Industrials	Reduced	5,047	-1,130	$582,928	−13.8%	0.40%
ADPT	Adaptive Biotechnologies Corp Healthcare	Held	41,400	0	$574,632	−14.5%	0.39%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	2,696	-85	$561,010	−3.4%	0.38%
ANET	Arista Networks, Inc. Technology	Reduced	4,037	-88	$495,662	−8.3%	0.34%
RRX	Regal Rexnord Corp Industrials	Held	2,287	0	$428,263	+33.5%	0.29%
BA	Boeing Co Industrials	Added	2,146	+42	$427,118	−6.5%	0.29%
FIX	Comfort Systems USA Inc Industrials	Reduced	296	-92	$408,181	+12.7%	0.28%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	834	0	$386,300	−3.6%	0.26%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	5,556	-165	$372,640	+1.3%	0.25%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	1,666	-606	$360,822	−38.6%	0.24%
ETN	Eaton Corp plc Industrials	Reduced	992	-37	$354,808	+8.3%	0.24%
BR	Broadridge Financial Solutions, Inc. Technology	Held	2,000	0	$324,960	−27.2%	0.22%
DCI	DONALDSON Co INC Industrials	Held	3,482	0	$295,517	−4.3%	0.20%
MCD	Mcdonalds Corp Consumer Cyclical	Held	950	0	$295,250	+1.7%	0.20%
SHOP	Shopify Inc. Technology	Held	2,445	0	$290,025	−26.3%	0.20%
NOW	ServiceNow, Inc. Technology	Reduced	2,724	-332	$284,794	−39.2%	0.19%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,032	-317	$283,985	−24.5%	0.19%
MS	Morgan Stanley Financial Services	Reduced	1,694	-83	$278,781	−11.6%	0.19%
CLS	Celestica Inc Technology	Reduced	983	-42	$276,891	−8.6%	0.19%
ABBV	AbbVie Inc. Healthcare	Held	1,268	0	$275,777	−4.8%	0.19%
NXPI	NXP Semiconductors N.V. Technology	Reduced	1,374	-751	$270,485	−41.4%	0.18%