Tradewinds, LLC.
Top Portfolio Positions
127 positions ·
$256,832,078 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
112,567 | $19,631,684 | 7.64% | |
| AAPL |
Apple Inc.
Technology
|
74,352 | $18,869,794 | 7.35% | |
| MSFT |
Microsoft Corp
Technology
|
36,127 | $13,373,131 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
53,961 | $11,238,457 | 4.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
89,994 | $11,184,454 | 4.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,455 | $10,429,442 | 4.06% | |
| MS |
Morgan Stanley
Financial Services
|
50,997 | $8,392,576 | 3.27% | |
| DE |
Deere & Co
Industrials
|
14,881 | $8,382,467 | 3.26% | |
| BKR |
Baker Hughes Co
Energy
|
127,157 | $7,762,934 | 3.02% | |
| HON |
Honeywell International Inc
Industrials
|
32,589 | $7,366,091 | 2.87% |
Portfolio Trend
Holdings in TKNO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $185,451 | 48,803 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $968,914 | 156,529 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $690,726 | 133,088 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $363,642 | 43,550 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||