Nordwand Advisors, LLC
Top Portfolio Positions
121 positions ·
$478,439,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
80,488 | $24,911,840 | 5.21% | |
| MSFT |
Microsoft Corp
Technology
|
50,286 | $18,614,368 | 3.89% | |
| ETN |
Eaton Corp plc
Industrials
|
40,230 | $14,389,064 | 3.01% | |
| VRT |
Vertiv Holdings Co
Industrials
|
57,026 | $14,289,575 | 2.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
42,268 | $12,433,554 | 2.60% | |
| CVX |
Chevron Corp
Energy
|
59,002 | $12,207,513 | 2.55% | |
| AAPL |
Apple Inc.
Technology
|
46,443 | $11,786,768 | 2.46% | |
| RTX |
RTX Corp
Industrials
|
59,988 | $11,571,685 | 2.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
51,407 | $11,180,508 | 2.34% | |
| PSX |
Phillips 66
Energy
|
61,296 | $11,166,905 | 2.33% |
Portfolio Trend
Holdings in FTHM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,830 | 11,000 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||