TRADEWINDS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 604 | $88.01K |
 | SFM | 600 | $65.28K |
 | EXPD | 600 | $73.55K |
 | ORLY | 570 | $61.45K |
 | AHR | 563 | $23.65K |
 | AFL | 558 | $62.36K |
 | RIVN | 552 | $8.10K |
 | TTD | 540 | $26.47K |
 | GWW | 530 | $505.07K |
 | LRCX | 530 | $70.97K |
 | WBD | 526 | $10.27K |
 | MS | 515 | $81.86K |
 | AMAT | 513 | $105.01K |
 | IBRX | 500 | $1.23K |
 | ITT | 500 | $89.38K |
 | KODK | 500 | $3.21K |
 | TSM | 459 | $128.19K |
 | NIO | 457 | $3.48K |
 | TDUP | 450 | $4.25K |
 | PAYX | 450 | $57.04K |
Arista Networks, Inc.
ANET
Shares Held
604
Value
$88.01K
Sprouts Farmers Market, Inc.
SFM
Shares Held
600
Value
$65.28K
Expeditors International of Washington, Inc.
EXPD
Shares Held
600
Value
$73.55K
O'Reilly Automotive, Inc.
ORLY
Shares Held
570
Value
$61.45K
American Healthcare REIT, Inc.
AHR
Shares Held
563
Value
$23.65K
Aflac Incorporated
AFL
Shares Held
558
Value
$62.36K
Rivian Automotive, Inc.
RIVN
Shares Held
552
Value
$8.10K
The Trade Desk, Inc.
TTD
Shares Held
540
Value
$26.47K
W.W. Grainger, Inc.
GWW
Shares Held
530
Value
$505.07K
Lam Research Corporation
LRCX
Shares Held
530
Value
$70.97K
Warner Bros. Discovery, Inc.
WBD
Shares Held
526
Value
$10.27K
Morgan Stanley
MS
Shares Held
515
Value
$81.86K
Applied Materials, Inc.
AMAT
Shares Held
513
Value
$105.01K
ImmunityBio, Inc.
IBRX
Shares Held
500
Value
$1.23K
ITT Inc.
ITT
Shares Held
500
Value
$89.38K
Eastman Kodak Company
KODK
Shares Held
500
Value
$3.21K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
459
Value
$128.19K
NIO Inc.
NIO
Shares Held
457
Value
$3.48K
ThredUp Inc.
TDUP
Shares Held
450
Value
$4.25K
Paychex, Inc.
PAYX
Shares Held
450
Value
$57.04K