TRADEWINDS, LLC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BKR | 127K | $8.79M |
 | NVDA | 113K | $22.34M |
 | WMT | 90K | $11.84M |
 | FNB | 90K | $1.58M |
 | USFD | 76K | $7.04M |
 | AAPL | 74K | $20.83M |
 | AMZN | 54K | $14.48M |
 | MS | 51K | $9.70M |
 | TFC | 41K | $2.07M |
 | T | 36K | $949.21K |
 | MSFT | 36K | $14.97M |
 | JPM | 35K | $11.08M |
 | GOOG | 34K | $12.93M |
 | CLF | 33K | $343.94K |
 | HON | 33K | $6.93M |
 | RSG | 29K | $5.99M |
 | DASH | 28K | $4.92M |
 | BAC | 26K | $1.40M |
 | DUK | 26K | $3.38M |
 | CSX | 26K | $1.17M |
Baker Hughes Company
BKR
Shares Held
127K
Value
$8.79M
NVIDIA Corporation
NVDA
Shares Held
113K
Value
$22.34M
Walmart Inc.
WMT
Shares Held
90K
Value
$11.84M
F.N.B. Corporation
FNB
Shares Held
90K
Value
$1.58M
US Foods Holding Corp.
USFD
Shares Held
76K
Value
$7.04M
Apple Inc.
AAPL
Shares Held
74K
Value
$20.83M
Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$14.48M
Morgan Stanley
MS
Shares Held
51K
Value
$9.70M
Truist Financial Corporation
TFC
Shares Held
41K
Value
$2.07M
AT&T Inc.
T
Shares Held
36K
Value
$949.21K
Microsoft Corporation
MSFT
Shares Held
36K
Value
$14.97M
JPMorgan Chase & Co.
JPM
Shares Held
35K
Value
$11.08M
Alphabet Inc.
GOOG
Shares Held
34K
Value
$12.93M
Cleveland-Cliffs Inc.
CLF
Shares Held
33K
Value
$343.94K
Honeywell International Inc.
HON
Shares Held
33K
Value
$6.93M
Republic Services, Inc.
RSG
Shares Held
29K
Value
$5.99M
DoorDash, Inc.
DASH
Shares Held
28K
Value
$4.92M
Bank of America Corporation
BAC
Shares Held
26K
Value
$1.40M
Duke Energy Corporation
DUK
Shares Held
26K
Value
$3.38M
CSX Corporation
CSX
Shares Held
26K
Value
$1.17M