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Portfolio (Quarterly) Guide ↗

Nordwand Advisors, LLC

· CIK 0001962713
13F Portfolio $652M AUM 146 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 146 New
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LOW LOWES COS INC Consumer Cyclical 1,145.0 $253K 0.04% NEW $220.55 -2.0%
142 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 357.0 $251K 0.04% NEW $703.34 -0.5%
143 SO SOUTHERN CO Utilities 2,621.0 $251K 0.04% NEW $95.71 -7.1%
144 SRLN SSGA ACTIVE ETF TR 6,127.0 $247K 0.04% NEW $40.29 +0.8%
145 DUK DUKE ENERGY CORP NEW Utilities 1,755.0 $222K 0.03% NEW $126.58 -5.3%
146 QUAL ISHARES TR 990.0 $217K 0.03% NEW $219.43 +1.7%
Page 8 of 8  ·  146 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
Technology 28.4%
Industrials 27.7%
Financial Services 12.1%
Healthcare 10.3%
Consumer Cyclical 6.5%
Energy 4.3%
Basic Materials 2.8%
Consumer Defensive 2.4%
Communication Services 2.3%
Utilities 1.7%