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CIK: 0001356202
Total reported value
$226.1M
$226.1M
98 檔
20.2%
As reported in its official Q1 2025 Form 13F filing, Point Windward Advisors Inc.'s tracked investment portfolio stood at $226.1M with 98 total positions.
In Q1 2025, Point Windward Advisors Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.28% | -0.07% | -3.86% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.79% | -0.33% | -1.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.65% | +0.18% | -4.61% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.44% | -0.05% | -3.54% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 2.99% | -0.23% | -4.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.22% | +7.78% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.02% | -10.52% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.26% | +0.05% | -2.11% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.07% | -0.30% | -3.33% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.00% | -0.58% | EXIT | |
| 11 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.99% | -0.07% | -2.66% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.96% | +1.64% | -6.15% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.91% | -0.17% | -2.18% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.90% | -0.59% | -5.53% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.87% | +0.06% | -0.58% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.79% | -0.18% | +4.15% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.71% | -0.32% | -1.05% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.71% | -0.30% | -1.90% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | — | -18.22% | |
| 20 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.62% | -0.75% | -3.62% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.60% | -0.12% | -0.75% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.53% | -0.31% | +14.72% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.52% | -0.22% | -1.31% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.48% | +0.11% | -10.50% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 1.43% | -0.16% | +6.98% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | — | +0.46% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.10% | -1.69% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | -0.02% | +183.95% | |
| 29 | GTLS | Chart Industries Inc | Stock-Industrials | 1.35% | — | -0.09% | |
| 30 | FSLR | First Solar Inc | Stock-Tech | 1.35% | -0.25% | -1.13% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.35% | -0.09% | -3.38% | |
| 32 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 1.26% | -0.15% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.12% | -3.05% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 1.23% | +0.59% | +11.80% | |
| 35 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.23% | +0.09% | -2.49% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.24% | -2.45% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.11% | +3.58% | |
| 38 | VICI | Vici Properties Inc | Stock-Real Estate | 1.13% | -0.16% | -1.86% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 1.07% | — | +0.37% | |
| 40 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.03% | — | +1.27% | |
| 41 | EXK | Exact Sciences CORP | Stock-Materials | 1.03% | — | +29.02% | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.02% | -0.11% | +4.45% | |
| 43 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.01% | -0.20% | -0.82% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 1.00% | -0.10% | -10.81% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.94% | -0.02% | — | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.91% | +0.16% | +0.22% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.90% | -0.14% | -0.89% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.89% | -0.10% | — | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.84% | -0.02% | +0.86% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.82% | -0.11% | +0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | AVGO | Broadcom Inc | — | NEW | New buy |
| 8 | ABBV | Abbvie Inc | — | NEW | New buy |
| 9 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 10 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 11 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 13 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 14 | NFLX | Netflix Inc | — | NEW | New buy |
| 15 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 16 | ORCL | Oracle CORP | — | NEW | New buy |
| 17 | MDT | Medtronic plc | — | NEW | New buy |
| 18 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | GEHC | GE Healthcare Technology | — | NEW | New buy |
| 21 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 22 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 23 | CRM | Salesforce Inc | — | NEW | New buy |
| 24 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 25 | BX | Blackstone Inc | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 28 | NVDA | Nvidia CORP | — | NEW | New buy |
| 29 | GTLS | Chart Industries Inc | — | NEW | New buy |
| 30 | FSLR | First Solar Inc | — | NEW | New buy |
| 31 | KO | Coca-cola Co/the | — | NEW | New buy |
| 32 | BA 6 10-15-27Bond | Boeing Co/the | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 35 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 36 | WMT | Walmart Inc | — | NEW | New buy |
| 37 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 38 | VICI | Vici Properties Inc | — | NEW | New buy |
| 39 | AMT | American Tower CORP | — | NEW | New buy |
| 40 | KVUE | Kenvue Inc | — | NEW | New buy |
| 41 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 42 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 43 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 44 | ADP | Automatic Data Processing | — | NEW | New buy |
| 45 | BA | Boeing Co/the | — | NEW | New buy |
| 46 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 47 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 48 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 49 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 50 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
According to official SEC Form 13F filings, Point Windward Advisors Inc. reported a total U.S. public equity portfolio value of $226.1M across 98 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, META, GOOGL) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $10.8M
During Q1 2025, Point Windward Advisors Inc.'s top holdings by market value included AMZN (4.3%)、META (3.8%)、GOOGL (3.6%). The largest single position, AMZN, represented 4.3% of total portfolio value.
In Q1 2025, Point Windward Advisors Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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