LEEWARD FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 61K | $15.55M |
 | AMZN | 54K | $11.86M |
 | ADPT | 52K | $772.68K |
 | MSFT | 50K | $25.90M |
 | VRT | 47K | $7.05M |
 | GOOGL | 46K | $11.20M |
 | NVDA | 37K | $6.93M |
 | PCAR | 23K | $2.28M |
 | PLTR | 23K | $4.18M |
 | ECL | 18K | $5.01M |
 | V | 17K | $5.77M |
 | AVGO | 13K | $4.23M |
 | OWL | 12K | $205.67K |
 | UNH | 12K | $4.11M |
 | NXPI | 11K | $2.43M |
 | CMG | 10K | $404.76K |
 | SBUX | 10K | $863.49K |
 | GS | 10K | $8.09M |
 | COST | 9K | $7.88M |
 | AJG | 8K | $2.41M |
Apple Inc.
AAPL
Shares Held
61K
Value
$15.55M
Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$11.86M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
52K
Value
$772.68K
Microsoft Corporation
MSFT
Shares Held
50K
Value
$25.90M
Vertiv Holdings Co
VRT
Shares Held
47K
Value
$7.05M
Alphabet Inc.
GOOGL
Shares Held
46K
Value
$11.20M
NVIDIA Corporation
NVDA
Shares Held
37K
Value
$6.93M
PACCAR Inc
PCAR
Shares Held
23K
Value
$2.28M
Palantir Technologies Inc.
PLTR
Shares Held
23K
Value
$4.18M
Ecolab Inc.
ECL
Shares Held
18K
Value
$5.01M
Visa Inc.
V
Shares Held
17K
Value
$5.77M
Broadcom Inc.
AVGO
Shares Held
13K
Value
$4.23M
Blue Owl Capital Inc.
OWL
Shares Held
12K
Value
$205.67K
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.11M
NXP Semiconductors N.V.
NXPI
Shares Held
11K
Value
$2.43M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
10K
Value
$404.76K
Starbucks Corporation
SBUX
Shares Held
10K
Value
$863.49K
The Goldman Sachs Group, Inc.
GS
Shares Held
10K
Value
$8.09M
Costco Wholesale Corporation
COST
Shares Held
9K
Value
$7.88M
Arthur J. Gallagher & Co.
AJG
Shares Held
8K
Value
$2.41M