Nordwand Advisors, LLC 13F Holdings · Q2 2026
Nordwand Advisors, LLC reported 146 securities worth $652.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVGO (4.70%), VV (4.58%), MRVL (3.90%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $30.6M | 4.70% | 81,123 | Added |
| 2 | VV | VANGUARD INDEX FDS | $29.9M | 4.58% | 86,950 | Trimmed |
| 3 | MRVL | MARVELL TECHNOLOGY INC | $25.4M | 3.90% | 85,365 | Trimmed |
| 4 | IVV | ISHARES TR | $19.1M | 2.93% | 25,546 | Added |
| 5 | MSFT | MICROSOFT CORP | $19.1M | 2.93% | 51,288 | Added |
| 6 | VRT | VERTIV HOLDINGS CO | $19.1M | 2.93% | 57,124 | Added |
| 7 | ETN | EATON CORP PLC | $17.3M | 2.65% | 40,599 | Added |
| 8 | CMI | CUMMINS INC | $14.3M | 2.19% | 19,987 | Trimmed |
| 9 | CSCO | CISCO SYS INC | $14.2M | 2.17% | 120,505 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $14.0M | 2.15% | 42,752 | Added |
| 11 | LLY | ELI LILLY & CO | $14.0M | 2.15% | 11,706 | Trimmed |
| 12 | AAPL | APPLE INC | $13.5M | 2.06% | 46,488 | Added |
| 13 | ABBV | ABBVIE INC | $13.1M | 2.02% | 52,237 | Added |
| 14 | IJR | ISHARES TR | $12.6M | 1.93% | 84,702 | Trimmed |
| 15 | URI | UNITED RENTALS INC | $12.5M | 1.92% | 11,063 | Added |
| 16 | MS | MORGAN STANLEY | $12.1M | 1.85% | 57,869 | Added |
| 17 | RTX | RTX CORPORATION | $11.5M | 1.77% | 60,781 | Added |
| 18 | ORCL | ORACLE CORP | $11.1M | 1.71% | 75,911 | Added |
| 19 | PSX | PHILLIPS 66 | $10.6M | 1.63% | 62,724 | Added |
| 20 | GOOGL | ALPHABET INC | $10.4M | 1.60% | 29,179 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $10.4M | 1.59% | 30,455 | Trimmed |
| 22 | TEL | TE CONNECTIVITY PLC | $10.2M | 1.56% | 50,501 | Added |
| 23 | CVX | CHEVRON CORPORATION | $9.9M | 1.52% | 59,757 | Added |
| 24 | UNP | UNION PAC CORP | $9.8M | 1.51% | 36,111 | Added |
| 25 | AMP | AMERIPRISE FINL INC | $9.8M | 1.50% | 21,279 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR