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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 $207,057,402
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 30,749 $11,562,938 5.58%
2.
Vanguard Index Fds
 36,877 $11,464,250 5.53%
3.
Vanguard Index Fds
 73,875 $11,044,243 5.33%
4.
Vanguard World Fund
 22,278 $10,782,723 5.2%
5.
Apple Inc.
 AAPL 48,195 $9,279,071 4.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)