Long-term investor
Leeward Financial Partners, LLC @leewardfinancialpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001735201).
Record
- Tracked since 2025-06-30 (446 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 5.8% · long · since 2025-06-30
- MSFT · 5.1% · long · since 2025-06-30
- 92204A702 · 5.0% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- 922908637 · 3.9% · long · since 2025-06-30
- 808524805 · 3.9% · long · since 2025-06-30
- 922908744 · 3.8% · long · since 2025-06-30
- 808524300 · 3.7% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- 922908751 · 3.2% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- COST · 2.2% · long · since 2025-06-30