RH Tailwind Management, LLC
Exempt adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | — | — |
| May 2025 to Mar 2026 | — | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 82.4%; sector active share 55.6% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 39.4% | $84,325,267 |
| Industrials | 38.8% | $83,184,550 |
| Financial Services | 8.7% | $18,723,877 |
| Technology | 4.2% | $9,073,830 |
| Healthcare | 3.6% | $7,619,100 |
| Energy | 1.9% | $4,101,600 |
| Basic Materials | 1.7% | $3,607,340 |
| Communication Services | 1.7% | $3,573,700 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +46,000 | 83,000 | $4,408,130 | |
| OIH | VanEck Oil Services ETF | +30,900 | 43,900 | $16,332,117 | |
| RIO | Rio Tinto PLC | +30,000 | 38,000 | $3,607,340 | |
| JNJ | Johnson & Johnson | +20,900 | 30,000 | $7,619,100 | |
| GS | Goldman Sachs Group Inc | +11,400 | 18,100 | $18,305,797 | |
| GEV | GE Vernova Inc. | +2,000 | 19,000 | $22,322,340 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −34,000 | 10,000 | $3,573,700 | |
| XOM | ExxonMobil Holdings Corp | −29,000 | 30,000 | $4,101,600 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −23,000 | 19,000 | $9,073,830 | |
| SMH | VanEck Semiconductor ETF | −20,500 | 8,500 | $5,575,065 | |
| VRT | Vertiv Holdings Co | −7,700 | 34,000 | $11,383,880 | |
| HWM | Howmet Aerospace Inc. | −5,000 | 43,000 | $11,560,980 | |
| CAT | Caterpillar Inc | −4,000 | 9,000 | $9,584,100 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 21,500 | $16,055,555 | |
| QQQ | Invesco Qqq Trust, Series 1 | 20,500 | $15,096,200 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | 40,000 | $13,713,200 | |
| PWR | Quanta Services, Inc. | 10,500 | $7,560,420 | |
| FIX | Comfort Systems USA Inc | 3,800 | $7,531,410 | |
| MTZ | Mastec Inc | 17,000 | $7,073,020 | |
| SOXX | iShares Semiconductor ETF | 11,000 | $7,048,360 | |
| CRS | Carpenter Technology Corp | 10,000 | $6,168,400 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 32,000 | $6,096,640 | |
| MS | Morgan Stanley | 2,000 | $418,080 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LMT | Lockheed Martin Corp | 23,000 | $13,900,970 | |
| CVX | Chevron Corp | 66,000 | $13,655,400 | |
| — | 63,000 | $11,455,290 | ||
| C | Citigroup Inc | 90,679 | $10,283,905 | |
| RTX | RTX Corp | 53,000 | $10,223,700 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 49,000 | $6,258,770 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 36,000 | $5,822,280 | |
| VST | Vistra Corp. | 34,000 | $5,111,220 | |
| FDX | Fedex Corp | 12,500 | $4,452,250 | |
| COP | Conocophillips | 18,000 | $2,376,000 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GEV |
GE Vernova Inc.
Industrials
|
Added | 19,000 | $22,322,340 | 10.42% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 18,100 | $18,305,797 | 8.55% | |
| OIH |
VanEck Oil Services ETF
|
Added | 43,900 | $16,332,117 | 7.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 21,500 | $16,055,555 | 7.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 20,500 | $15,096,200 | 7.05% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
NEW | 40,000 | $13,713,200 | 6.40% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 43,000 | $11,560,980 | 5.40% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 34,000 | $11,383,880 | 5.31% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 9,000 | $9,584,100 | 4.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 19,000 | $9,073,830 | 4.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 30,000 | $7,619,100 | 3.56% | |
| PWR |
Quanta Services, Inc.
Industrials
|
NEW | 10,500 | $7,560,420 | 3.53% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
NEW | 3,800 | $7,531,410 | 3.52% | |
| MTZ |
Mastec Inc
Industrials
|
NEW | 17,000 | $7,073,020 | 3.30% | |
| SOXX |
iShares Semiconductor ETF
|
NEW | 11,000 | $7,048,360 | 3.29% | |
| CRS |
Carpenter Technology Corp
Industrials
|
NEW | 10,000 | $6,168,400 | 2.88% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
NEW | 32,000 | $6,096,640 | 2.85% | |
| SMH |
VanEck Semiconductor ETF
|
Reduced | 8,500 | $5,575,065 | 2.60% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 83,000 | $4,408,130 | 2.06% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 30,000 | $4,101,600 | 1.91% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Added | 38,000 | $3,607,340 | 1.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,000 | $3,573,700 | 1.67% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 2,000 | $418,080 | 0.20% |
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.