Long-term investor
Windward Capital Management Co. @windwardcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001078635).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 16.6% · long · since 2025-06-30
- GOOGL · 7.3% · long · since 2025-06-30
- GOOG · 7.2% · long · since 2025-06-30
- AMZN · 6.6% · long · since 2025-06-30
- COST · 4.6% · long · since 2025-06-30
- TER · 3.6% · long · since 2025-06-30
- LIN · 3.3% · long · since 2025-06-30
- MAR · 2.9% · long · since 2025-06-30
- CMI · 2.8% · long · since 2025-06-30
- NEE · 2.8% · long · since 2025-06-30
- BLK · 2.7% · long · since 2025-06-30
- CVS · 2.2% · long · since 2025-06-30