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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 36 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CALIDI BIOTHERAPEUTICS INC 101.0 $18.0 NEW $0.18
702 NEGG NEWEGG COMMERCE INC Consumer Cyclical 1.0 $17.0 NEW $17.00 +11.3%
703 HL HECLA MINING COMPANY Basic Materials 1.0 $16.0 NEW $16.00 +17.6%
704 GCTK GLUCOTRACK INC Healthcare 50.0 $16.0 NEW $0.32 +6.9%
705 CANOPY GROWTH CORPORATION 16.0 $16.0 NEW $1.00
706 BYND BEYOND MEAT INC Consumer Defensive 20.0 $15.0 NEW $0.75 +1450.7%
707 MAT MATTEL INC Consumer Cyclical 1.0 $14.0 NEW $14.00 +4.1%
708 BRCC BRC INC Consumer Defensive 10.0 $12.0 NEW $1.20 -32.0%
709 KD KYNDRYL HLDGS INC Technology 1.0 $12.0 NEW $12.00 +6.0%
710 COHEN & STEERS QUALITY INCOM 775.0 $12.0 NEW $0.02
711 INTEGRA RES CORP 5.0 $12.0 NEW $2.40
712 BED BATH & BEYOND INC 19.0 $8.0 NEW $0.42
713 SNAP SNAP INC Communication Services 1.0 $5.0 NEW $5.00 +3.6%
714 OGI ORGANIGRAM GLOBAL INC Healthcare 1.0 $2.0 NEW $2.00 -38.5%
715 ALTO ALTO INGREDIENTS INC Basic Materials 2,173.0 NEW
Page 36 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%