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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 : 7     View All Holdings Currently Viewing:  Closed 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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 95 Closed $177.81 $0 0 0% -305,000 -1,229 0    Auto Manufacturers
   (SHAK)1 Year Chart         SHAK Shake Shack Inc. 94 Closed $96.59 $0 0 0% -315,000 -4,250 0    N/A
   (AMPH)1 Year Chart         AMPH Amphastar Pharmaceuticals, ... 93 Closed $42.04 $0 0 0% -217,000 -3,507 0    N/A
   (IGV)1 Year Chart         IGV iShares S&P GSTI Software I... 99 Closed $0.00 $0 0 0% -230,000 -568 0    Closed - End Fund - E...
   (FULT)1 Year Chart         FULT Fulton Financial Corp 98 Closed $16.40 $0 0 0% -196,000 -11,914 0    Domestic Regional Banks
   (STZ)1 Year Chart         STZ Constellation Brands Inc 97 Closed $250.03 $0 0 0% -229,000 -946 0    Beverage - Wineries &...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 96 Closed $342.18 $0 0 0% -332,000 -1,302 0    N/A

      7 Records Found
  1    
Page 1 of 1
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