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Home > Institutional Investor > Leeward Financial Partners, Llc > Profile

Instuitional Investor - Leeward Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Leeward Financial Partners, Llc
Portfolio Value $315,612,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 44,599 $22,183,797 7.03%
2.
Vanguard Index Fds - GROWTH ETF
 45,597 $19,989,721 6.33%
3.
Vanguard World Fund
 22,890 $15,182,736 4.81%
4.
Apple Inc.
 AAPL 60,208 $12,352,959 3.91%
5.
Vanguard Index Fds - VALUE ETF
 67,452 $11,921,474 3.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)