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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 25 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FEDEX FGHT HLDG CO INC 31.0 $5K 0.00% NEW $151.00
482 KODK EASTMAN KODAK CO Industrials 500.0 $5K 0.00% NEW $9.25 +6.2%
483 MGK VANGUARD WORLD FD 53.0 $5K 0.00% NEW $87.25 +2.3%
484 ALAI THE ALGER ETF TRUST 101.0 $5K 0.00% NEW $45.64 -1.8%
485 IBIT ISHARES BITCOIN TRUST ETF Financial Services 138.0 $5K 0.00% NEW $33.30 +9.9%
486 APH AMPHENOL CORP Technology 26.0 $5K 0.00% NEW $176.35 -9.5%
487 BE BLOOM ENERGY CORP Industrials 15.0 $5K 0.00% NEW $302.73 -31.0%
488 ALLW SSGA ACTIVE TR 155.0 $5K 0.00% NEW $29.27 +1.7%
489 VERI VERITONE INC Technology 3,277.0 $4K 0.00% NEW $1.37 -27.4%
490 PALL ABRDN PALLADIUM ETF TRUST Financial Services 200.0 $4K 0.00% NEW $22.08 +5.9%
491 CI THE CIGNA GROUP Healthcare 16.0 $4K 0.00% NEW $275.69 +1.0%
492 FUTY FIDELITY COVINGTON TRUST 75.0 $4K 0.00% NEW $58.43 -2.8%
493 IMMUNITYBIO INC 500.0 $4K 0.00% NEW $8.76
494 EZA ISHARES INC 69.0 $4K 0.00% NEW $63.20 +6.2%
495 HAL HALLIBURTON CO Energy 126.0 $4K 0.00% NEW $34.06 +1.8%
496 YOU CLEAR SECURE INC Technology 75.0 $4K 0.00% NEW $55.73 -20.0%
497 ARDX ARDELYX INC Healthcare 816.0 $4K 0.00% NEW $5.10 -23.1%
498 CLSK CLEANSPARK INC Technology 285.0 $4K 0.00% NEW $14.55 -19.4%
499 QTUM ETF SER SOLUTIONS 25.0 $4K 0.00% NEW $165.40 -8.0%
500 PPA INVESCO EXCHANGE TRADED FD T 23.0 $4K 0.00% NEW $176.65 +3.3%
Page 25 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%