LEEWARD FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 64K | $6.04M |
 | AAPL | 58K | $15.79M |
 | AMZN | 55K | $12.64M |
 | MSFT | 54K | $26.23M |
 | ADPT | 41K | $672.34K |
 | NVDA | 39K | $7.29M |
 | GOOGL | 37K | $11.61M |
 | VRT | 25K | $4.11M |
 | ECL | 18K | $4.75M |
 | NTRA | 17K | $3.97M |
 | V | 17K | $6.04M |
 | PLTR | 14K | $2.56M |
 | AVGO | 14K | $4.87M |
 | UNH | 12K | $4.00M |
 | APH | 12K | $1.55M |
 | GS | 10K | $9.04M |
 | COST | 10K | $8.64M |
 | SBUX | 10K | $813.27K |
 | JPM | 8K | $2.64M |
 | APP | 7K | $4.47M |
Netflix, Inc.
NFLX
Shares Held
64K
Value
$6.04M
Apple Inc.
AAPL
Shares Held
58K
Value
$15.79M
Amazon.com, Inc.
AMZN
Shares Held
55K
Value
$12.64M
Microsoft Corporation
MSFT
Shares Held
54K
Value
$26.23M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
41K
Value
$672.34K
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$7.29M
Alphabet Inc.
GOOGL
Shares Held
37K
Value
$11.61M
Vertiv Holdings Co
VRT
Shares Held
25K
Value
$4.11M
Ecolab Inc.
ECL
Shares Held
18K
Value
$4.75M
Natera, Inc.
NTRA
Shares Held
17K
Value
$3.97M
Visa Inc.
V
Shares Held
17K
Value
$6.04M
Palantir Technologies Inc.
PLTR
Shares Held
14K
Value
$2.56M
Broadcom Inc.
AVGO
Shares Held
14K
Value
$4.87M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.00M
Amphenol Corporation
APH
Shares Held
12K
Value
$1.55M
The Goldman Sachs Group, Inc.
GS
Shares Held
10K
Value
$9.04M
Costco Wholesale Corporation
COST
Shares Held
10K
Value
$8.64M
Starbucks Corporation
SBUX
Shares Held
10K
Value
$813.27K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.64M
AppLovin Corporation
APP
Shares Held
7K
Value
$4.47M