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:

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:920

Value:$225.7K

% of Portfolio:0.1% ($225.7K/$267.7M)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$219.4K

% of Portfolio:0.1% ($219.4K/$267.7M)

922908363

VOO|922908363

Shares:425

Value:$218.3K

% of Portfolio:0.1% ($218.3K/$267.7M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:1.9K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$267.7M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:5.0K

Value:$208.1K

% of Portfolio:0.1% ($208.1K/$267.7M)

CELESTICA INC

CLS|15101Q207

Shares:2.6K

Value:$202.5K

% of Portfolio:0.1% ($202.5K/$267.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	920	QoQ -0.75% (-7) YoY -20.41% (-236)	All Managers (Combined)	$225.7K	0.1% ($225.7K/$267.7M)	QoQ +1.55% (-$3.5K) YoY -2.53% (-$5.9K)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ -92.53% (-19.4K) YoY NEW(+1.6K)	All Managers (Combined)	$219.4K	0.1% ($219.4K/$267.7M)	QoQ -93.73% (-$3.3M) YoY NEW(+$219.4K)
(VOOcusip922908363)	425	QoQ -54.00% (-499) YoY -52.46% (-469)	All Managers (Combined)	$218.3K	0.1% ($218.3K/$267.7M)	QoQ -56.14% (-$279.4K) YoY -49.20% (-$211.5K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	1.9K	QoQ 0.00% (-0) YoY +538.77% (-1.6K)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$267.7M)	QoQ -44.94% (-$171.4K) YoY -24.12% (-$66.8K)
Robinhood Markets, Inc.(HOODcusip770700102)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$208.1K	0.1% ($208.1K/$267.7M)	QoQ NEW(+$208.1K) YoY NEW(+$208.1K)
CELESTICA INC(CLScusip15101Q207)	2.6K	QoQ -0.19% (-5) YoY NEW(+2.6K)	All Managers (Combined)	$202.5K	0.1% ($202.5K/$267.7M)	QoQ -14.78% (-$35.1K) YoY NEW(+$202.5K)