Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nordwand Advisors, LLC (CIK 1962713) reported $571.7M across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($26.0M, 4.55%), AVGO ($24.9M, 4.36%), MSFT ($18.6M, 3.26%), IVV ($16.2M, 2.84%), ETN ($14.4M, 2.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $26.0M | 4.55% | 87,000 | Hold |
| 2 | AVGO | BROADCOM INC | $24.9M | 4.36% | 80,488 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $18.6M | 3.26% | 50,286 | Added |
| 4 | IVV | ISHARES TR | $16.2M | 2.84% | 24,868 | Added |
| 5 | ETN | EATON CORP PLC | $14.4M | 2.52% | 40,230 | Added |
| 6 | VRT | VERTIV HOLDINGS CO | $14.3M | 2.50% | 57,026 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $12.4M | 2.17% | 42,268 | Added |
| 8 | CVX | CHEVRON CORPORATION | $12.2M | 2.14% | 59,002 | Added |
| 9 | AAPL | APPLE INC | $11.8M | 2.06% | 46,443 | Trimmed |
| 10 | RTX | RTX CORPORATION | $11.6M | 2.02% | 59,988 | Trimmed |
| 11 | ABBV | ABBVIE INC | $11.2M | 1.96% | 51,407 | Added |
| 12 | PSX | PHILLIPS 66 | $11.2M | 1.95% | 61,296 | Added |
| 13 | ORCL | ORACLE CORP | $11.0M | 1.93% | 75,113 | Added |
| 14 | IJR | ISHARES TR | $11.1M | 1.93% | 90,612 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $10.8M | 1.90% | 11,794 | Trimmed |
| 16 | CMI | CUMMINS INC | $10.8M | 1.88% | 20,012 | Trimmed |
| 17 | CASY | CASEYS GEN STORES INC | $9.8M | 1.71% | 13,433 | Trimmed |
| 18 | TEL | TE CONNECTIVITY PLC | $9.7M | 1.69% | 46,204 | Added |
| 19 | MS | MORGAN STANLEY | $9.5M | 1.66% | 57,644 | Added |
| 20 | CSCO | CISCO SYS INC | $9.3M | 1.63% | 119,855 | Added |
| 21 | AMP | AMERIPRISE FINL INC | $9.3M | 1.63% | 21,018 | Trimmed |
| 22 | OSEA | HARBOR ETF TRUST | $9.1M | 1.59% | 314,868 | Trimmed |
| 23 | AMGN | AMGEN INC | $9.0M | 1.57% | 25,537 | Added |
| 24 | WM | WASTE MGMT INC DEL | $8.7M | 1.51% | 37,694 | Added |
| 25 | UNP | UNION PAC CORP | $8.6M | 1.51% | 35,622 | Added |
Source: SEC Form 13F filings · as of 2026-03-31