BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Tradewinds Capital Management, LLC

· CIK 0001616026
13F Portfolio $563M AUM 715 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 715 New
Page 35 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GUARDFORCE AI CO LTD 359.0 $143.0 NEW $0.40
682 URBN URBAN OUTFITTERS INC Consumer Cyclical 2.0 $142.0 NEW $71.00 +6.8%
683 LUMN LUMEN TECHNOLOGIES INC Communication Services 18.0 $139.0 NEW $7.72 -20.9%
684 TDOC TELADOC HEALTH INC Healthcare 15.0 $128.0 NEW $8.53 -24.4%
685 MVIS MICROVISION INC DEL Technology 313.0 $103.0 NEW $0.33 +485.9%
686 ACHR ARCHER AVIATION INC Industrials 19.0 $90.0 NEW $4.74 +32.9%
687 ELF E L F BEAUTY INC Consumer Defensive 1.0 $74.0 NEW $74.00 +26.6%
688 LCID LUCID GROUP INC Consumer Cyclical 10.0 $67.0 NEW $6.70 -12.1%
689 IDAI T STAMP INC Technology 33.0 $66.0 NEW $2.00 +19.2%
690 AGI ALAMOS GOLD INC Basic Materials 2.0 $61.0 NEW $30.50 +8.2%
691 POLESTAR AUTOMOTIVE HLDG UK 3.0 $57.0 NEW $19.00
692 FIRY INC 5.0 $51.0 NEW $10.20
693 AIFF FIREFLY NEUROSCIENCE INC Technology 40.0 $49.0 NEW $1.23 -11.8%
694 DXC DXC TECHNOLOGY CO Technology 4.0 $36.0 NEW $9.00 +15.9%
695 SPXL DIREXION SHARES ETF TRUST $35.0 NEW
696 REE AUTOMOTIVE LTD 167.0 $33.0 NEW $0.20
697 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 1.0 $31.0 NEW $31.00 +14.8%
698 MJ AMPLIFY ETF TR 1.0 $26.0 NEW $26.00 -3.2%
699 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 5.0 $24.0 NEW $4.80 -28.5%
700 BIVI BIOVIE INC Healthcare 10.0 $20.0 NEW $2.00 -48.8%
Page 35 of 36  ·  715 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.0%
Technology 27.5%
Industrials 7.4%
Healthcare 6.4%
Consumer Cyclical 5.6%
Communication Services 4.0%
Energy 3.5%
Consumer Defensive 3.1%
Utilities 1.5%
Basic Materials 0.8%