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  Name: Leeward Financial Partners LLC
  City: Bellevue
  State: WA
  Zip: 98006
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $236,410,000
  Total Value Change : $29,353,000
  Securities Held Change : 5
   
All Securities Held : 92
  New Positions : 12
  Closed Positions : 7
  Increased Positions : 43
  Unchanged Positions : 12
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 45 New $458.10 $1,532,000 3,667 0.65% 1,532,000 3,667 0.001    Investment Brokerage ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 72 New $837.29 $304,000 391 0.13% 304,000 391 0    Drug Manufacturers - ...
   (FB)1 Year Chart         FB Meta Platforms Inc 75 New $493.76 $286,000 588 0.12% 286,000 588 0    Internet Service Prov...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 80 New $296.57 $253,000 874 0.11% 253,000 874 0    Diversified Computer ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 82 New $196.91 $232,000 1,156 0.1% 232,000 1,156 0    Domestic Money Center...
   (GIC)1 Year Chart         GIC Global Industrial Co 84 New $33.44 $224,000 5,013 0.09% 224,000 5,013 0.015    Catalog & Mail Order ...
   (ELF)1 Year Chart         ELF E L F Beauty Inc 85 New $183.51 $224,000 1,142 0.09% 224,000 1,142 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 86 New $142.40 $222,000 1,731 0.09% 222,000 1,731 0    Drug Manufacturers - ...
   (NFLX)1 Year Chart         NFLX Netflix Inc 87 New $648.52 $218,000 359 0.09% 218,000 359 0    Music & Video Stores
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 88 New $78.74 $215,000 2,850 0.09% 215,000 2,850 0.004    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 89 New $1,401.27 $212,000 160 0.09% 212,000 160 0    Semiconductor- Broad...
   (OWL)1 Year Chart         OWL Blue Owl Capital Inc 91 New $16.73 $205,000 10,862 0.09% 205,000 10,862 0.002    N/A

      12 Records Found
  1    
Page 1 of 1
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