Point Windward Advisors Inc. Diversified Active

Location: New York, NY

CIK: 0001356202 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 29, 2015

Total Value: $213M (100.0% shares, 0.0% debt)

Holdings (118)

AAPL APPLE INC 6.0%
Value $12.76M Shares 102,527 Est. Cost $18.38 Unrealized +46.0%
META FACEBOOK INC 4.2%
Value $8.946M Shares 108,808 Est. Cost $31.81 Unrealized +144.6%
EXPRESS SCRIPTS HLDG CO 3.2%
Value $6.906M Shares 79,590 Est. Cost $64.61 Unrealized
GOOGLE INC 3.1%
Value $6.658M Shares 12,002 Est. Cost $586.46 Unrealized
YUM YUM BRANDS INC 3.1%
Value $6.613M Shares 84,012 Est. Cost $42.23 Unrealized +5.4%
PFE PFIZER INC 3.1%
Value $6.582M Shares 189,191 Est. Cost $16.94 Unrealized +18.7%
HEALTH CARE REIT INC 3.1%
Value $6.52M Shares 84,282 Est. Cost $65.45 Unrealized
BLACKSTONE GROUP L P 3.0%
Value $6.366M Shares 163,685 Est. Cost $21.52 Unrealized
GILD GILEAD SCIENCES INC 2.9%
Value $6.128M Shares 62,452 Est. Cost $57.41 Unrealized +22.9%
MRK MERCK & CO INC NEW 2.8%
Value $6.056M Shares 105,357 Est. Cost $30.71 Unrealized +31.2%
CMCSA COMCAST CORP NEW 2.7%
Value $5.659M Shares 100,211 Est. Cost $18.66 Unrealized +20.0%
HCP INC 2.6%
Value $5.581M Shares 129,162 Est. Cost $39.17 Unrealized
KMI KINDER MORGAN INC DEL 2.5%
Value $5.259M Shares 125,046 Est. Cost $19.13 Unrealized +24.8%
LYB LYONDELLBASELL INDUSTRIES N 2.4%
Value $5.134M Shares 58,470 Est. Cost $40.16 Unrealized +16.3%
DOW CHEM CO 2.4%
Value $5.013M Shares 104,480 Est. Cost $46.31 Unrealized
SUNEDISON INC 2.3%
Value $4.826M Shares 201,100 Est. Cost $23.74 Unrealized
SNY SANOFI 2.2%
Value $4.784M Shares 96,765 Est. Cost $50.97 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.2%
Value $4.751M Shares 97,692 Est. Cost $27.46 Unrealized +0.6%
TXT TEXTRON INC 2.2%
Value $4.636M Shares 104,570 Est. Cost $28.74 Unrealized +48.9%
C CITIGROUP INC 1.9%
Value $4.119M Shares 79,959 Est. Cost $35.45 Unrealized +7.0%
URI UNITED RENTALS INC 1.9%
Value $4.107M Shares 45,050 Est. Cost $87.06 Unrealized 0.0%
ABBV ABBVIE INC 1.8%
Value $3.923M Shares 67,017 Est. Cost $37.02 Unrealized +4.9%
BABA ALIBABA GROUP HLDG LTD 1.8%
Value $3.81M Shares 45,767 Est. Cost $86.63 Unrealized
R RYDER SYS INC 1.8%
Value $3.775M Shares 39,780 Est. Cost $66.62 Unrealized +37.9%
BAC BANK AMER CORP 1.7%
Value $3.609M Shares 234,482 Est. Cost $12.58 Unrealized +1.4%
T AT&T INC 1.6%
Value $3.406M Shares 104,329 Est. Cost $11.79 Unrealized 0.0%
DDR CORP 1.5%
Value $3.2M Shares 171,875 Est. Cost $18.62 Unrealized
NVS NOVARTIS A G 1.5%
Value $3.091M Shares 31,345 Est. Cost $70.70 Unrealized
TRIP TRIPADVISOR INC 1.4%
Value $3.049M Shares 36,665 Est. Cost $69.41 Unrealized +0.7%
REGAL ENTMT GROUP 1.4%
Value $2.999M Shares 131,325 Est. Cost $18.11 Unrealized
ALCOA INC 1.4%
Value $2.883M Shares 65,770 Est. Cost $49.95 Unrealized
TSN TYSON FOODS INC 1.3%
Value $2.71M Shares 70,750 Est. Cost $31.46 Unrealized -1.1%
TYSON FOODS INC 1.1%
Value $2.317M Shares 47,787 Est. Cost $50.28 Unrealized
TERRAFORM PWR INC 0.9%
Value $1.858M Shares 50,885 Est. Cost $36.51 Unrealized
NFLX NETFLIX INC 0.9%
Value $1.838M Shares 4,412 Est. Cost $4.77 Unrealized +27.1%
LINKEDIN CORP 0.8%
Value $1.702M Shares 6,811 Est. Cost $232.63 Unrealized
ITB ISHARES 0.7%
Value $1.546M Shares 54,750 Est. Cost $25.89 Unrealized
UAA UNDER ARMOUR INC 0.7%
Value $1.501M Shares 18,586 Est. Cost $28.54 Unrealized +28.9%
MIDU DIREXION SHS ETF TR 0.5%
Value $1.115M Shares 9,930 Est. Cost $100.84 Unrealized
GENERAL ELECTRIC CO 0.5%
Value $1.096M Shares 44,165 Est. Cost $23.42 Unrealized
AMZN AMAZON COM INC 0.5%
Value $979K Shares 2,630 Est. Cost $17.58 Unrealized 0.0%
DE DEERE & CO 0.4%
Value $911K Shares 10,385 Est. Cost $68.04 Unrealized +7.3%
ORCL ORACLE CORP 0.4%
Value $886K Shares 20,530 Est. Cost $31.98 Unrealized +15.2%
ACTAVIS PLC 0.4%
Value $881K Shares 2,960 Est. Cost $227.35 Unrealized
BIIB BIOGEN INC 0.4%
Value $858K Shares 2,033 Est. Cost $258.10 Unrealized +52.7%
XOM EXXON MOBIL CORP 0.4%
Value $829K Shares 9,754 Est. Cost $56.47 Unrealized -1.6%
TWITTER INC 0.4%
Value $801K Shares 15,995 Est. Cost $50.08 Unrealized
TNA DIREXION SHS ETF TR 0.4%
Value $799K Shares 8,900 Est. Cost $85.23 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value $798K Shares 9,566 Est. Cost $53.31 Unrealized +15.1%
BIDU BAIDU INC 0.4%
Value $798K Shares 3,830 Est. Cost $199.67 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.4%
Value $758K Shares 7,550 Est. Cost $60.57 Unrealized +29.2%
HOWARD HUGHES CORP 0.3%
Value $740K Shares 4,775 Est. Cost $112.13 Unrealized
GOOGLE INC 0.3%
Value $682K Shares 1,245 Est. Cost $555.36 Unrealized
AKORN INC 0.3%
Value $660K Shares 13,900 Est. Cost $42.17 Unrealized
LNG CHENIERE ENERGY INC 0.3%
Value $658K Shares 8,500 Est. Cost $30.68 Unrealized +143.2%
FCX FREEPORT-MCMORAN INC 0.3%
Value $652K Shares 34,400 Est. Cost $24.68 Unrealized -28.6%
FAS DIREXION SHS ETF TR 0.3%
Value $635K Shares 5,197 Est. Cost $107.58 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $629K Shares 6,250 Est. Cost $62.71 Unrealized +19.8%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value $627K Shares 6,375 Est. Cost $49.85 Unrealized +37.9%
AAL AMERICAN AIRLS GROUP INC 0.3%
Value $616K Shares 11,675 Est. Cost $48.17 Unrealized 0.0%
WEATHERFORD INTL PLC 0.3%
Value $611K Shares 49,680 Est. Cost $20.81 Unrealized
CELGENE CORP 0.3%
Value $611K Shares 5,300 Est. Cost $100.75 Unrealized
BA BOEING CO 0.3%
Value $596K Shares 3,969 Est. Cost $80.37 Unrealized +59.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $594K Shares 913 Est. Cost $8.95 Unrealized +52.5%
PRICELINE GRP INC 0.3%
Value $593K Shares 509 Est. Cost $1165.03 Unrealized
TSLA TESLA MTRS INC 0.3%
Value $541K Shares 2,865 Est. Cost $14.18 Unrealized -4.8%
HD HOME DEPOT INC 0.2%
Value $517K Shares 4,550 Est. Cost $57.48 Unrealized +48.5%
MOS MOSAIC CO NEW 0.2%
Value $508K Shares 11,025 Est. Cost $41.68 Unrealized -5.8%
OII OCEANEERING INTL INC 0.2%
Value $507K Shares 9,410 Est. Cost $69.45 Unrealized -23.2%
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value $500K Shares 11,250 Est. Cost $37.57 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $488K Shares 4,125 Est. Cost $85.58 Unrealized +8.9%
LAD LITHIA MTRS INC 0.2%
Value $480K Shares 4,825 Est. Cost $89.86 Unrealized 0.0%
SANDISK CORP 0.2%
Value $474K Shares 7,450 Est. Cost $63.62 Unrealized
SF STIFEL FINL CORP 0.2%
Value $474K Shares 8,500 Est. Cost $30.67 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value $463K Shares 9,989 Est. Cost $29.18 Unrealized +28.2%
POTASH CORP SASK INC 0.2%
Value $453K Shares 14,050 Est. Cost $37.45 Unrealized
TOL TOLL BROTHERS INC 0.2%
Value $443K Shares 11,250 Est. Cost $36.54 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value $438K Shares 7,035 Est. Cost $40.12 Unrealized +13.6%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value $435K Shares 6,750 Est. Cost $31.06 Unrealized +39.9%
ACE LTD 0.2%
Value $424K Shares 3,800 Est. Cost $89.59 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $419K Shares 6,910 Est. Cost $39.77 Unrealized +11.3%
BBY BEST BUY INC 0.2%
Value $411K Shares 10,880 Est. Cost $25.66 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.2%
Value $411K Shares 13,875 Est. Cost $22.41 Unrealized +7.9%
UNILEVER PLC 0.2%
Value $406K Shares 9,725 Est. Cost $41.75 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $402K Shares 4,900 Est. Cost $59.82 Unrealized +6.3%
L BRANDS INC 0.2%
Value $380K Shares 4,030 Est. Cost $86.54 Unrealized
NUSTAR ENERGY LP 0.2%
Value $364K Shares 6,000 Est. Cost $46.97 Unrealized
MTSI MA COM TECHNOLOGY SOLUTIONS 0.2%
Value $353K Shares 9,475 Est. Cost $33.45 Unrealized 0.0%
DIREXION SHS ETF TR 0.2%
Value $326K Shares 15,082 Est. Cost $17.16 Unrealized
STT STATE STR CORP 0.2%
Value $320K Shares 4,346 Est. Cost $55.11 Unrealized +0.1%
TQQQ PROSHARES TR 0.1%
Value $314K Shares 3,050 Est. Cost $98.18 Unrealized
DIREXION SHS ETF TR 0.1%
Value $303K Shares 5,525 Est. Cost $54.84 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $297K Shares 1,850 Est. Cost $106.28 Unrealized -9.2%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value $289K Shares 15,000 Est. Cost $17.02 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value $285K Shares 3,630 Est. Cost $41.18 Unrealized +19.6%
SU SUNCOR ENERGY INC NEW 0.1%
Value $281K Shares 9,620 Est. Cost $25.88 Unrealized -21.8%
PROSHARES TR 0.1%
Value $275K Shares 7,650 Est. Cost $35.95 Unrealized
DIREXION SHS ETF TR 0.1%
Value $273K Shares 10,220 Est. Cost $62.27 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $272K Shares 6,700 Est. Cost $30.68 Unrealized +21.4%
CAT CATERPILLAR INC DEL 0.1%
Value $267K Shares 3,340 Est. Cost $66.76 Unrealized -5.4%
DIREXION SHS ETF TR 0.1%
Value $266K Shares 84,730 Est. Cost $3.81 Unrealized
MS MORGAN STANLEY 0.1%
Value $261K Shares 7,322 Est. Cost $25.28 Unrealized +5.5%
CSIQ CANADIAN SOLAR INC 0.1%
Value $258K Shares 7,725 Est. Cost $27.59 Unrealized 0.0%
BARCLAYS BK PLC 0.1%
Value $256K Shares 10,000 Est. Cost $25.60 Unrealized
UPRO PROSHARES TR 0.1%
Value $244K Shares 1,825 Est. Cost $133.70 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $241K Shares 10,000 Est. Cost $24.10 Unrealized
DIREXION SHS ETF TR 0.1%
Value $237K Shares 25,150 Est. Cost $9.42 Unrealized
AVON PRODS INC 0.1%
Value $233K Shares 29,100 Est. Cost $11.53 Unrealized
BKD BROOKDALE SR LIVING INC 0.1%
Value $227K Shares 6,000 Est. Cost $33.91 Unrealized +8.0%
ABG ASBURY AUTOMOTIVE GROUP INC 0.1%
Value $221K Shares 2,665 Est. Cost $77.18 Unrealized 0.0%
BP BP PLC 0.1%
Value $211K Shares 5,400 Est. Cost $42.62 Unrealized
PROSHARES TR II 0.1%
Value $210K Shares 13,975 Est. Cost $15.03 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $209K Shares 3,650 Est. Cost $41.73 Unrealized 0.0%
BXMT BLACKSTONE MTG TR INC 0.1%
Value $207K Shares 7,300 Est. Cost $28.36 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $205K Shares 1,350 Est. Cost $120.91 Unrealized 0.0%
BB BLACKBERRY LTD 0.1%
Value $177K Shares 19,835 Est. Cost $10.24 Unrealized -0.8%
RIG TRANSOCEAN LTD 0.1%
Value $174K Shares 11,864 Est. Cost $42.28 Unrealized -61.7%
ENERGY XXI LTD 0.1%
Value $124K Shares 34,150 Est. Cost $14.93 Unrealized