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  Name: Copperwynd Financial LLC
  City: Scottsdale
  State: AZ
  Zip: 85260
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $277,902,000
  Total Value Change : $26,413,000
  Securities Held Change : 4
   
All Securities Held : 140
  New Positions : 14
  Closed Positions : 10
  Increased Positions : 70
  Unchanged Positions : 9
  Decreased Positions : 47

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged 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
   (GBCI)1 Year Chart         GBCI Glacier Bancorp Inc 5 - $39.27 $16,872,000 418,859 6.07% -435,000 0 0.439    Domestic Regional Banks
   (STZ)1 Year Chart         STZ Constellation Brands Inc 69 - $255.43 $755,000 2,779 0.27% 83,000 0 0    Beverage - Wineries &...
   (EWBC)1 Year Chart         EWBC East West Bancorp Inc 96 - $77.41 $599,000 7,570 0.22% 54,000 0 0.005    Domestic Regional Banks
   (LUV)1 Year Chart         LUV Southwest Airlines Co 101 - $27.86 $493,000 16,889 0.18% 5,000 0 0.003    Regional Airlines
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 110 - $28.56 $298,000 10,210 0.11% 29,000 0 0    Independent Oil & Gas
   (GDXJ)1 Year Chart         GDXJ Market Vectors Junior Gold ... 116 - $46.35 $260,000 6,700 0.09% 6,000 0 0.006    Closed - End Fund - Debt
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 121 - $288.79 $249,000 797 0.09% 43,000 0 0.001    Aerospace/Defense Pro...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 137 - $466.20 $204,000 449 0.07% 1,000 0 0    Aerospace/Defense - M...
   (TPIC)1 Year Chart         TPIC Tpi Composites, Inc 140 - $3.95 $88,000 30,256 0.03% -37,000 0 0.08    N/A

      9 Records Found
  1    
Page 1 of 1
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