Leeward-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "RRX",
  null,
  "ABT",
  "ADBE",
  "GOOGL",
  "AVGO",
  "LOW",
  "CLS",
  "ADPT",
  "IBKR",
  "HD",
  "MCD",
  null,
  "MUB",
  "META",
  null,
  "MSFT",
  "MS",
  "PCAR",
  "ANET",
  "ORCL",
  "VHT",
  null,
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "NOW",
  "SHOP",
  "SBUX",
  "BIV",
  "VNQ",
  "VV",
  null,
  null,
  "VCIT",
  "VIG",
  null,
  "VRTX",
  "VRT",
  "AXON",
  "DECK",
  "AJG",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  null,
  "SCHG",
  "SCHF",
  null,
  "ADP",
  "BRK-B",
  "BA",
  "CMG",
  "COST",
  null,
  "DCI",
  "MAR",
  "QQQ",
  "ETN",
  "LLY",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 86
Total Value: 267713930
Accession Number: 0001941040-25-000275
Form Type: 13F-HR
CIK: leeward-financial-partners
Manager Name: Leeward-Financial-Partners

Data Enrichment

86% identified

74 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $267.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435U853

Shares:55.5K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$267.7M)

PACCAR INC

PCAR|693718108

Shares:20.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$267.7M)

92203C303

VUSB|92203C303

Shares:38.8K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$267.7M)

92206C870

VCIT|92206C870

Shares:22.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$267.7M)

35473P868

Shares:66.4K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$267.7M)

Broadcom Inc.

AVGO|11135F101

Shares:9.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$267.7M)

46138E537

Shares:64.5K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$267.7M)

922907746

VTEB|922907746

Shares:29.9K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$267.7M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:2.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$267.7M)

BOEING CO

BA|097023105

Shares:7.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$267.7M)

808524870

Shares:41.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$267.7M)

78464A805

Shares:16.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$267.7M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:4.1K

Value:$983.8K

% of Portfolio:0.4% ($983.8K/$267.7M)

STARBUCKS CORP

SBUX|855244109

Shares:9.8K

Value:$956.5K

% of Portfolio:0.4% ($956.5K/$267.7M)

464288513

Shares:8.6K

Value:$674.9K

% of Portfolio:0.3% ($674.9K/$267.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$649.2K

% of Portfolio:0.2% ($649.2K/$267.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.5K

Value:$632.2K

% of Portfolio:0.2% ($632.2K/$267.7M)

92204A504

VHT|92204A504

Shares:2.3K

Value:$616.6K

% of Portfolio:0.2% ($616.6K/$267.7M)

921943858

VEA|921943858

Shares:11.6K

Value:$589.0K

% of Portfolio:0.2% ($589.0K/$267.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:946

Value:$495.6K

% of Portfolio:0.2% ($495.6K/$267.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U853)✕	55.5K	QoQ +7.88% (+4.1K) YoY +20.60% (+9.5K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$267.7M)	QoQ +7.93% (+$150.2K) YoY +21.33% (+$359.1K)
PACCAR INC(PCARcusip693718108)	20.0K	QoQ +25.34% (+4.0K) YoY +7.36% (-1.4K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$267.7M)	QoQ +17.32% (+$287.1K) YoY -15.61% (-$359.9K)
(VUSBcusip92203C303)	38.8K	QoQ +3.44% (+1.3K) YoY +68.64% (+15.8K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$267.7M)	QoQ +3.93% (+$73.2K) YoY +69.68% (+$795.1K)
(VCITcusip92206C870)	22.1K	QoQ +13.43% (+2.6K) YoY +7.01% (+1.4K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$267.7M)	QoQ +15.53% (+$242.8K) YoY +8.67% (+$144.2K)
(cusip35473P868)✕	66.4K	QoQ +2.68% (+1.7K) YoY +20.28% (+11.2K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$267.7M)	QoQ +2.71% (+$42.8K) YoY +19.84% (+$268.6K)
Broadcom Inc.(AVGOcusip11135F101)	9.1K	QoQ -15.22% (-1.6K) YoY +5591.87% (+8.9K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$267.7M)	QoQ -38.77% (-$965.9K) YoY +619.01% (+$1.3M)
(cusip46138E537)✕	64.5K	QoQ +4.56% (+2.8K) YoY +17.64% (+9.7K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$267.7M)	QoQ +2.04% (+$29.8K) YoY +13.74% (+$179.8K)
(VTEBcusip922907746)	29.9K	QoQ +3.16% (+918) YoY +16.30% (+4.2K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$267.7M)	QoQ +2.11% (+$30.8K) YoY +14.05% (+$183.0K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$267.7M)	QoQ -11.50% (-$169.4K) YoY +68.09% (+$527.8K)
BOEING CO(BAcusip097023105)	7.6K	QoQ +9.85% (+683) YoY +17.92% (+1.2K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$267.7M)	QoQ +5.85% (+$71.8K) YoY +4.20% (+$52.4K)
(cusip808524870)✕	41.4K	QoQ 0.00% (+0) YoY +93.99% (+20.1K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$267.7M)	QoQ +4.10% (+$43.9K) YoY +0.01% (+$135)
(cusip78464A805)✕	16.1K	QoQ +0.31% (-51) YoY +1.33% (+213)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$267.7M)	QoQ -4.48% (-$51.5K) YoY +7.43% (+$76.0K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	4.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$983.8K	0.4% ($983.8K/$267.7M)	QoQ -14.60% (-$168.3K) YoY -5.59% (-$58.3K)
STARBUCKS CORP(SBUXcusip855244109)	9.8K	QoQ -3.23% (-326) YoY +10.15% (+899)	All Managers (Combined)	$956.5K	0.4% ($956.5K/$267.7M)	QoQ +4.01% (-$36.9K) YoY +18.22% (+$147.4K)
(cusip464288513)✕	8.6K	QoQ +12.83% (+973) YoY +7.42% (+591)	All Managers (Combined)	$674.9K	0.3% ($674.9K/$267.7M)	QoQ +13.17% (+$78.6K) YoY +9.02% (+$55.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$649.2K	0.2% ($649.2K/$267.7M)	QoQ +17.49% (+$96.7K) YoY +26.64% (+$136.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.5K	QoQ -28.18% (-2.9K) YoY -28.18% (-2.9K)	All Managers (Combined)	$632.2K	0.2% ($632.2K/$267.7M)	QoQ -19.85% (-$156.7K) YoY +163.41% (-$392.2K)
(VHTcusip92204A504)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$616.6K	0.2% ($616.6K/$267.7M)	QoQ NEW(+$616.6K) YoY NEW(+$616.6K)
(VEAcusip921943858)	11.6K	QoQ -17.78% (-2.5K) YoY -89.38% (-97.6K)	All Managers (Combined)	$589.0K	0.2% ($589.0K/$267.7M)	QoQ -12.60% (-$85.0K) YoY -89.25% (-$4.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	946	QoQ -55.87% (-1.2K) YoY -89.85% (-8.4K)	All Managers (Combined)	$495.6K	0.2% ($495.6K/$267.7M)	QoQ -54.30% (-$589.1K) YoY -89.25% (-$4.1M)