Position in PH
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$6,266
+$114 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Tradewinds Capital Management, LLC holds $214,690 across 8 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
1,000 | $118,210 | |
| 2 | ETN |
Eaton Corp plc
|
113 | $48,151 | |
| 3 | GEV |
GE Vernova Inc.
|
24 | $28,196 | |
| 4 | EMR |
Emerson Electric Co
|
111 | $15,889 | |
| 5 | NNE |
Nano Nuclear Energy Inc.
|
105 | $2,219 | |
| 6 | SYM |
Symbotic Inc.
|
25 | $1,123 | |
| 7 | SMR |
NUSCALE POWER Corp
|
60 | $601 | |
| 8 | NDSN |
Nordson Corp
|
1 | $301 |
All Filings in PH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,266 | 7 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,152 | 7 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,307 | 7 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||