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Portfolio (Quarterly) Guide ↗

RH Tailwind Management, LLC

· CIK 0002065331
13F Portfolio $1.0B AUM 58 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 14 Added 15 Reduced 26 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 18,100.0 $18.3M 1.78% +11K +170.2% $1011.37 +2.9%
22 OIH VANECK ETF TRUST 43,900.0 $16.3M 1.59% +31K +237.7% $372.03 +13.0%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 21,500.0 $16.1M 1.56% NEW $746.77 +2.8%
24 QQQ INVESCO QQQ TR Financial Services 20,500.0 $15.1M 1.47% NEW $736.40 -2.6%
25 PUT VERTIV HOLDINGS CO 45,000.0 $15.1M 1.47% -64K -58.9% $334.82
26 MTUM ISHARES TR 40,000.0 $13.7M 1.33% NEW $342.83 -9.0%
27 PUT JOHNSON & JOHNSON 50,000.0 $12.7M 1.24% $253.97
28 HWM HOWMET AEROSPACE INC Industrials 43,000.0 $11.6M 1.13% -5K -10.4% $268.86 +8.8%
29 PUT SELECT SECTOR SPDR TR 60,000.0 $11.4M 1.11% NEW $190.52
30 VRT VERTIV HOLDINGS CO Industrials 34,000.0 $11.4M 1.11% -8K -18.5% $334.82 -18.6%
31 CAT CATERPILLAR INC Industrials 9,000.0 $9.6M 0.93% -4K -30.8% $1064.90 -21.0%
32 PUT BLOOM ENERGY CORP 30,000.0 $9.1M 0.88% NEW $302.70
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 19,000.0 $9.1M 0.88% -23K -54.8% $477.57 -13.4%
34 JNJ JOHNSON & JOHNSON Healthcare 30,000.0 $7.6M 0.74% +21K +229.7% $253.97 +6.7%
35 PWR QUANTA SVCS INC Industrials 10,500.0 $7.6M 0.74% NEW $720.04 -3.3%
36 FIX COMFORT SYS USA INC Industrials 3,800.0 $7.5M 0.73% NEW $1981.95 -12.3%
37 CALL ALPHABET INC 20,000.0 $7.1M 0.70% $357.37
38 MTZ MASTEC INC Industrials 17,000.0 $7.1M 0.69% NEW $416.06 -32.7%
39 SOXX ISHARES TR 11,000.0 $7.0M 0.69% NEW $640.76 -17.1%
40 CALL VANECK ETF TRUST 10,000.0 $6.6M 0.64% -10K -50.0% $655.89
Page 2 of 3  ·  58 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
Industrials 37.8%
Financial Services 31.0%
Utilities 13.9%
Technology 5.6%
Healthcare 4.7%
Energy 2.5%
Communication Services 2.2%
Basic Materials 2.2%