Nordwand Advisors, LLC
Sector Allocation
- Technology30.0%$195.8M
- Industrials18.0%$117.1M
- Other15.7%$102.2M
- Financials10.1%$65.8M
- Healthcare8.4%$55.1M
- Consumer Discretionary5.4%$35.2M
- Energy3.6%$23.6M
- Consumer Staples2.6%$17.2M
- Utilities2.5%$16.3M
- Materials2.5%$16.2M
AUM History
13fpro.ai/research/fund/nordwand-advisors-llc-1962713
Conviction and streaks
Concentrating · top 10 = 31.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AVGO
$30.6M- VANGUARD$29.9M
MRVL
$25.4M- ISHARES$19.1M
MSFT
$19.1MVRT
$19.1METN
$17.3MCMI
$14.3MCSCO
$14.2MLLY
$14.0MJPM
$14.0MAAPL
$13.5MABBV
$13.1M- ISHARES$12.6M
URI
$12.5MMS
$12.1MRTX
$11.5MORCL
$11.1MPSX
$10.6MGOOGL
$10.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nordwand-advisors-llc-1962713
Nordwand Advisors, LLC 13F holdings — Q2 2026
$652.2M portfolio (+14.1% QoQ) · 146 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
$30.6M
4.7% of stocks
+0.8%This quarter-23.1%Since filed5+ qtrsHeld- 2
VANGUARD INDEX FDS - LARGE CAP ETF
$29.9M
4.6% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $25.4M
3.9% of stocks
-0.1%This quarter+6.9%Since filed4 qtrsHeld- 4
ISHARES TR - CORE S&P500 ETF
$19.1M
2.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $19.1M
2.9% of stocks
+2%This quarter+6.5%Since filed5+ qtrsHeld$19.1M
2.9% of stocks
+0.2%This quarter-26.7%Since filed5+ qtrsHeld$17.3M
2.6% of stocks
+0.9%This quarter-17.1%Since filed5+ qtrsHeld$14.3M
2.2% of stocks
-0.1%This quarter-19.0%Since filed5+ qtrsHeld$14.2M
2.2% of stocks
+0.5%This quarter-9.2%Since filed5+ qtrsHeld$14.0M
2.1% of stocks
-0.7%This quarter+7.9%Since filed5+ qtrsHeld
All holdings — Nordwand Advisors, LLC (Q2 2026)
146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $14.0M | 2.1% | 43K | +1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Apple Inc. | Technology | $13.5M | 2.1% | 46K | +0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $13.1M | 2.0% | 52K | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $12.6M | 1.9% | 85K | -7% | — | — | 13F |
| 15 | UNITED RENTALS, INC. | Industrials | $12.5M | 1.9% | 11K | +1.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MORGAN STANLEY | Financials | $12.1M | 1.9% | 58K | +0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | RTX Corp | Industrials | $11.5M | 1.8% | 61K | +1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ORACLE CORP | Technology | $11.1M | 1.7% | 76K | +1% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Phillips 66 | Energy | $10.6M | 1.6% | 63K | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $10.4M | 1.6% | 29K | +5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Palo Alto Networks Inc | Technology | $10.4M | 1.6% | 30K | -5% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TE Connectivity plc | Technology | $10.2M | 1.6% | 51K | +9% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHEVRON CORP | Energy | $9.9M | 1.5% | 60K | +1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | UNION PACIFIC CORP | Industrials | $9.8M | 1.5% | 36K | +1% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMERIPRISE FINANCIAL INC | Financials | $9.8M | 1.5% | 21K | +1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | HARBOR ETF TRUST - INTERNATNAL COMP | — | $9.6M | 1.5% | 315K | — | |||
| 27 | $AMGN | AMGEN INC | Healthcare | $9.4M | 1.4% | 26K | +2% | |||
| 28 | $NCLH | Norwegian Cruise Line Holdings Ltd. | Industrials | $9.0M | 1.4% | 428K | +41% | |||
| 29 | $CAT | CATERPILLAR INC | Industrials | $8.8M | 1.3% | 8,230 | -5% | |||
| 30 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $8.4M | 1.3% | 11K | -21% | |||
| 31 | $APD | Air Products & Chemicals, Inc. | Materials | $8.3M | 1.3% | 28K | +0.8% | |||
| 32 | $WM | WASTE MANAGEMENT INC | Utilities | $8.2M | 1.3% | 37K | -3% | |||
| 33 | $AMRZ | Amrize Ltd | Materials | $7.8M | 1.2% | 147K | +3% | |||
| 34 | $HUBB | HUBBELL INC | Technology | $7.8M | 1.2% | 15K | +0.8% | |||
| 35 | $EMBJ | EMBRAER S.A. | Industrials | $7.7M | 1.2% | 121K | +13% | |||
| 36 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $7.2M | 1.1% | 25K | +2% | |||
| 37 | $QXO | QXO, Inc. | Consumer Discretionary | $6.7M | 1.0% | 387K | +19% | |||
| 38 | $CTVA | Corteva, Inc. | Consumer Staples | $6.1M | 0.9% | 72K | -0.3% | |||
| 39 | $MRK | Merck & Co., Inc. | Healthcare | $5.9M | 0.9% | 46K | +0.5% | |||
| 40 | $AXP | AMERICAN EXPRESS CO | Financials | $5.9M | 0.9% | 17K | -0.3% | |||
| 41 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $5.7M | 0.9% | 76K | +0.6% | |||
| 42 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.5M | 0.8% | 11K | -1% | |||
| 43 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $5.5M | 0.8% | 31K | +0.6% | |||
| 44 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $5.1M | 0.8% | 110K | — | |||
| 45 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.1M | 0.8% | 56K | +8% | |||
| 46 | $NVDA | NVIDIA CORP | Technology | $4.8M | 0.7% | 24K | +1% | |||
| 47 | $DHI | HORTON D R INC /DE/ | Industrials | $4.5M | 0.7% | 27K | +0.2% | |||
| 48 | $NEE | NEXTERA ENERGY INC | Utilities | $4.1M | 0.6% | 47K | +2% | |||
| 49 | $CDW | CDW Corp | Consumer Discretionary | $3.5M | 0.5% | 25K | -18% | |||
| 50 | $SYY | SYSCO CORP | Consumer Discretionary | $3.4M | 0.5% | 41K | -24% | |||
| 51 | $FDX | FEDEX CORP | Industrials | $3.4M | 0.5% | 11K | +2% | |||
| 52 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $3.3M | 0.5% | 23K | — | |||
| 53 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.2M | 0.5% | 10K | -0.5% | |||
| 54 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $3.0M | 0.5% | 95K | +36% | |||
| 55 | $HSY | HERSHEY CO | Consumer Staples | $2.8M | 0.4% | 16K | -2% | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.6M | 0.4% | 43K | — | |||
| 57 | $V | VISA INC. | Financials | $2.5M | 0.4% | 7,382 | +7% | |||
| 58 | $TD | TORONTO DOMINION BANK | Financials | $2.5M | 0.4% | 21K | — | |||
| 59 | $AWK | American Water Works Company, Inc. | Utilities | $2.5M | 0.4% | 19K | -39% | |||
| 60 | — | ISHARES TR - MSCI EMG MKT ETF | — | $2.4M | 0.4% | 36K | -0.6% | |||
| 61 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $2.4M | 0.4% | 7,240 | +5% | |||
| 62 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.4M | 0.4% | 4,655 | — | |||
| 63 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $2.3M | 0.4% | 20K | +3% | |||
| 64 | $PH | Parker-Hannifin Corp | Industrials | $2.3M | 0.3% | 2,330 | — | |||
| 65 | — | ISHARES TR - ISHS 1-5YR INVS | — | $2.2M | 0.3% | 42K | +29% | |||
| 66 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.3% | 4,322 | +2% | |||
| 67 | $QCOM | QUALCOMM INC/DE | Technology | $2.1M | 0.3% | 12K | +4% | |||
| 68 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.1M | 0.3% | 27K | -5% | |||
| 69 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.1M | 0.3% | 8,339 | +8% | |||
| 70 | $NXPI | NXP Semiconductors N.V. | Technology | $2.0M | 0.3% | 7,270 | +4% | |||
| 71 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $1.8M | 0.3% | 25K | +1% | |||
| 72 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.8M | 0.3% | 6,105 | +10% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.8M | 0.3% | 32K | — | |||
| 74 | $META | Meta Platforms, Inc. | Technology | $1.8M | 0.3% | 3,197 | -0.8% | |||
| 75 | $CSX | CSX CORP | Industrials | $1.8M | 0.3% | 37K | — | |||
| 76 | — | ISHARES TR - RUS MID CAP ETF | — | $1.7M | 0.3% | 16K | +33% | |||
| 77 | $YSWY | Yesway, Inc. | Consumer Staples | $1.7M | 0.3% | 83K | New | |||
| 78 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.6M | 0.2% | 6,673 | +4% | |||
| 79 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $1.6M | 0.2% | 20K | +4% | |||
| 80 | $KO | COCA COLA CO | Consumer Staples | $1.6M | 0.2% | 19K | +2% | |||
| 81 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.2% | 4,310 | — | |||
| 82 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.5M | 0.2% | 5,220 | — | |||
| 83 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.2% | 4,044 | +8% | |||
| 84 | $SJM | J M SMUCKER Co | Consumer Staples | $1.4M | 0.2% | 13K | -0.8% | |||
| 85 | $CB | Chubb Ltd | Financials | $1.4M | 0.2% | 4,121 | +63% | |||
| 86 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.4M | 0.2% | 6,237 | -48% | |||
| 87 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.4M | 0.2% | 6,927 | — | |||
| 88 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.4M | 0.2% | 6,237 | New | |||
| 89 | $ADI | ANALOG DEVICES INC | Technology | $1.3M | 0.2% | 3,380 | — | |||
| 90 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.2M | 0.2% | 14K | +500% | |||
| 91 | $GEV | GE Vernova Inc. | Industrials | $1.2M | 0.2% | 1,005 | +0.9% | |||
| 92 | $CUBE | CubeSmart | Real Estate | $1.2M | 0.2% | 29K | — | |||
| 93 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.1M | 0.2% | 12K | -11% | |||
| 94 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.1M | 0.2% | 22K | +3% | |||
| 95 | $UGI | UGI CORP /PA/ | Utilities | $1.1M | 0.2% | 31K | — | |||
| 96 | $AFL | AFLAC INC | Financials | $1.0M | 0.2% | 8,625 | — | |||
| 97 | $COLD | AMERICOLD REALTY TRUST | Real Estate | $958K | 0.1% | 61K | — | |||
| 98 | — | ISHARES TR - CORE US AGGBD ET | — | $938K | 0.1% | 9,476 | +31% | |||
| 99 | $APA | APA Corp | Energy | $912K | 0.1% | 28K | — | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $832K | 0.1% | 3,079 | -18% | |||
| 101 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $811K | 0.1% | 3,429 | -0.0% | |||
| 102 | $OBDC | Blue Owl Capital Corp | Other | $796K | 0.1% | 73K | -29% | |||
| 103 | — | VANGUARD WORLD FD - ENERGY ETF | — | $787K | 0.1% | 5,240 | — | |||
| 104 | $GD | GENERAL DYNAMICS CORP | Industrials | $784K | 0.1% | 2,214 | — | |||
| 105 | $KEY | KEYCORP /NEW/ | Financials | $784K | 0.1% | 34K | — | |||
| 106 | $JNJ | JOHNSON & JOHNSON | Healthcare | $783K | 0.1% | 3,085 | +13% | |||
| 107 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $732K | 0.1% | 5,355 | -9% | |||
| 108 | $BDX | BECTON DICKINSON & CO | Healthcare | $711K | 0.1% | 4,700 | — | |||
| 109 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $685K | 0.1% | 6,351 | -3% | |||
| 110 | $KMI | KINDER MORGAN, INC. | Energy | $683K | 0.1% | 21K | — | |||
| 111 | $PEP | PEPSICO INC | Consumer Staples | $667K | 0.1% | 4,923 | +10% | |||
| 112 | $MA | Mastercard Inc | Financials | $647K | 0.1% | 1,260 | — | |||
| 113 | $SYM | Symbotic Inc. | Industrials | $610K | 0.1% | 14K | -0.4% | |||
| 114 | $ACN | Accenture plc | Technology | $604K | 0.1% | 4,850 | -71% | |||
| 115 | $AON | Aon plc | Financials | $601K | 0.1% | 1,812 | -41% | |||
| 116 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | — | $597K | 0.1% | 23K | — | |||
| 117 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $555K | 0.1% | 5,503 | — | |||
| 118 | $PM | Philip Morris International Inc. | Consumer Staples | $548K | 0.1% | 3,029 | +23% | |||
| 119 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $538K | 0.1% | 7,325 | — | |||
| 120 | — | ISHARES TR - MSCI ACWI EX US | — | $482K | 0.1% | 6,335 | — | |||
| 121 | $BLK | BlackRock, Inc. | Financials | $482K | 0.1% | 501 | -0.8% | |||
| 122 | $TXN | TEXAS INSTRUMENTS INC | Technology | $477K | 0.1% | 1,600 | — | |||
| 123 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $473K | 0.1% | 3,223 | +5% | |||
| 124 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $467K | 0.1% | 8,100 | +1% | |||
| 125 | $GRAB | Grab Holdings Ltd | Industrials | $426K | 0.1% | 113K | — | |||
| 126 | $KWR | QUAKER CHEMICAL CORP | Energy | $397K | 0.1% | 2,500 | — | |||
| 127 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $389K | 0.1% | 6,325 | -10% | |||
| 128 | $COP | CONOCOPHILLIPS | Energy | $342K | 0.1% | 3,290 | +6% | |||
| 129 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $316K | 0.1% | 5,548 | +34% | |||
| 130 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $311K | 0.1% | 1,900 | -4% | |||
| 131 | $EMR | EMERSON ELECTRIC CO | Industrials | $305K | 0.1% | 2,133 | — | |||
| 132 | $NMFC | New Mountain Finance Corp | Other | $300K | 0.1% | 42K | — | |||
| 133 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $295K | 0.1% | 10K | — | |||
| 134 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $293K | 0.0% | 1,939 | New | |||
| 135 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $289K | 0.0% | 309 | — | |||
| 136 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $288K | 0.0% | 602 | — | |||
| 137 | $TT | Trane Technologies plc | Technology | $282K | 0.0% | 575 | — | |||
| 138 | — | ISHARES TR - MBS ETF | — | $279K | 0.0% | 2,955 | -7% | |||
| 139 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $260K | 0.0% | 353 | — | |||
| 140 | $TSLA | Tesla, Inc. | Consumer Discretionary | $257K | 0.0% | 610 | — | |||
| 141 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $253K | 0.0% | 1,145 | New | |||
| 142 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $251K | 0.0% | 357 | — | |||
| 143 | $SO | SOUTHERN CO | Utilities | $251K | 0.0% | 2,621 | — | |||
| 144 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $247K | 0.0% | 6,127 | -77% | |||
| 145 | $DUK | Duke Energy CORP | Utilities | $222K | 0.0% | 1,755 | — | |||
| 146 | — | ISHARES TR - MSCI USA QLT FCT | — | $217K | 0.0% | 990 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 63 added to, 36 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (63)
$NCLHNorwegian Cruise Line Holdings Ltd.+41%
now $9.0M · held 2 qtrs, 2 adds in a row
$QXOQXO, Inc.+19%
now $6.7M · held 4 qtrs, 4 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $1.2M
$EMBJEMBRAER S.A.+13%
now $7.7M · held 2 qtrs, 2 adds in a row
$TELTE Connectivity plc+9%
now $10.2M · held 5+ qtrs, 2 adds in a row
$TSCOTRACTOR SUPPLY CO /DE/+36%
now $3.0M · held 5+ qtrs, 3 adds in a row
+57 more in the Excel export
Trimmed (36)
$CASYCASEYS GENERAL STORES INC-21%
now $8.4M · held 5+ qtrs, 2 trims in a row
$AWKAmerican Water Works Company, Inc.-39%
now $2.5M · held 4 qtrs
$ACNAccenture plc-71%
now $604K · held 4 qtrs, 3 trims in a row
$HONHONEYWELL INTERNATIONAL INC-48%
now $1.4M · held 5+ qtrs
$SYYSYSCO CORP-24%
now $3.4M · held 5+ qtrs
- ISHARES TR - CORE S&P SCP ETF-7%
now $12.6M
+30 more in the Excel export
Holdings by quarter
Every 13F Nordwand Advisors, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Nordwand Advisors?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Nordwand Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-8.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 20% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Nordwand Advisors, LLC disclosed 146 positions worth $652.2M in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 4.7% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 9 — including a new stake in $YSWY and a full exit from $BR. The portfolio is most concentrated in Technology (30.0% of disclosed assets). All figures are sourced directly from Nordwand Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1962713.
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