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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 29 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 KNDI KANDI TECHNOLOGIES GROUP INC Consumer Cyclical 3,000.0 $2K NEW $0.71 -11.9%
562 CCJ CAMECO CORP Energy 21.0 $2K NEW $101.90 -5.8%
563 EWH ISHARES INC 102.0 $2K NEW $20.92 +7.2%
564 FLGT FULGENT GENETICS INC Healthcare 100.0 $2K NEW $20.52 -9.5%
565 QUANTINUUM INC 25.0 $2K NEW $81.76
566 FCG FIRST TR EXCHANGE-TRADED FD 75.0 $2K NEW $26.77 +14.8%
567 HPE HEWLETT PACKARD ENTERPRISE C Technology 44.0 $2K NEW $45.55 +22.3%
568 CHTR CHARTER COMMUNICATIONS INC Communication Services 14.0 $2K NEW $142.21 +4.3%
569 DLR DIGITAL RLTY TR INC Real Estate 11.0 $2K NEW $179.64 +8.7%
570 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16.0 $2K NEW $123.12 +26.8%
571 EQX EQUINOX GOLD CORP Basic Materials 200.0 $2K NEW $9.72 +17.8%
572 DRLL EA SERIES TRUST 56.0 $2K NEW $33.21 +23.3%
573 NIO NIO INC Consumer Cyclical 357.0 $2K NEW $5.06 -10.5%
574 SCHZ SCHWAB STRATEGIC TR 78.0 $2K NEW $23.10 -1.5%
575 BSCS INVESCO EXCH TRD SLF IDX FD 88.0 $2K NEW $20.38 +0.0%
576 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 45.0 $2K NEW $39.58 +8.3%
577 CME CME GROUP INC Financial Services 8.0 $2K NEW $220.88 +22.9%
578 PPTA PERPETUA RESOURCES CORP Basic Materials 85.0 $2K NEW $20.76 +14.6%
579 NANC TIDAL TRUST I 34.0 $2K NEW $50.62 +2.0%
580 TM TOYOTA MOTOR CORP Consumer Cyclical 10.0 $2K NEW $168.50 +11.7%
Page 29 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%