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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 28 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CORZ CORE SCIENTIFIC INC NEW Technology 100.0 $3K NEW $25.59 -26.3%
542 EWI ISHARES INC 43.0 $3K NEW $59.26 +5.8%
543 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 120.0 $3K NEW $21.12 -16.6%
544 ERNA ERNEXA THERAPEUTICS INC Healthcare 361.0 $2K NEW $6.65 -36.1%
545 LNG CHENIERE ENERGY INC Energy 10.0 $2K NEW $239.60 +14.3%
546 CGW INVESCO EXCH TRADED FD TR II 36.0 $2K NEW $66.47 -2.9%
547 ADI ANALOG DEVICES INC Technology 6.0 $2K NEW $397.33 -5.2%
548 CVS CVS HEALTH CORP Healthcare 23.0 $2K NEW $103.48 -8.3%
549 SILJ AMPLIFY ETF TR 92.0 $2K NEW $25.86 +10.9%
550 HYCROFT MINING HOLDING CORP 100.0 $2K NEW $23.40
551 EDIT EDITAS MEDICINE INC Healthcare 700.0 $2K NEW $3.24 -11.1%
552 CPER UNITED STS COMMODITY INDEX F Financial Services 60.0 $2K NEW $37.73 +3.8%
553 NKE NIKE INC Consumer Cyclical 55.0 $2K NEW $41.05 -2.4%
554 VST VISTRA CORP Utilities 14.0 $2K NEW $158.64 -11.4%
555 NNE NANO NUCLEAR ENERGY INC Industrials 105.0 $2K NEW $21.14 -13.7%
556 SPDW SPDR INDEX SHS FDS 44.0 $2K NEW $50.41 +1.8%
557 SCHH SCHWAB STRATEGIC TR 93.0 $2K NEW $23.59 +1.1%
558 UAMY UNITED STATES ANTIMONY CORP Basic Materials 300.0 $2K NEW $7.26 -28.4%
559 FLNG FLEX LNG LTD Energy 77.0 $2K NEW $28.00 +11.1%
560 TAN INVESCO EXCH TRADED FD TR II 36.0 $2K NEW $59.50 -16.2%
Page 28 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%