Point Windward Advisors Inc. Diversified Active

Location: New York, NY

CIK: 0001356202 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 9, 2019

Total Value: $162M (100.0% shares, 0.0% debt)

Holdings (69)

AAPL APPLE INC 4.4%
Value $7.063M Shares 37,183 Est. Cost $19.00 Unrealized +112.8%
GOOGL ALPHABET INC 3.8%
Value $6.09M Shares 5,175 Est. Cost $32.90 Unrealized +70.3%
DAL DELTA AIR LINES INC DEL 3.5%
Value $5.726M Shares 110,869 Est. Cost $47.39 Unrealized -1.3%
CVS CVS HEALTH CORP 3.5%
Value $5.607M Shares 103,960 Est. Cost $54.02 Unrealized -8.4%
MRK MERCK & CO INC 3.4%
Value $5.473M Shares 65,808 Est. Cost $34.93 Unrealized +72.6%
BA BOEING CO 3.4%
Value $5.461M Shares 14,317 Est. Cost $109.12 Unrealized +243.8%
BMY BRISTOL MYERS SQUIBB CO 3.3%
Value $5.425M Shares 113,700 Est. Cost $42.47 Unrealized -9.8%
AMZN AMAZON COM INC 3.2%
Value $5.264M Shares 2,956 Est. Cost $34.16 Unrealized +143.6%
CSCO CISCO SYS INC 3.2%
Value $5.12M Shares 94,828 Est. Cost $21.63 Unrealized +82.6%
PFE PFIZER INC 3.1%
Value $5.103M Shares 120,165 Est. Cost $17.50 Unrealized +67.1%
INTC INTEL CORP 2.9%
Value $4.752M Shares 88,497 Est. Cost $27.26 Unrealized +60.8%
UPS UNITED PARCEL SERVICE INC 2.9%
Value $4.737M Shares 42,391 Est. Cost $82.08 Unrealized -1.4%
META FACEBOOK INC 2.8%
Value $4.505M Shares 27,025 Est. Cost $37.60 Unrealized +320.0%
CMI CUMMINS INC 2.7%
Value $4.33M Shares 27,430 Est. Cost $116.20 Unrealized +8.2%
GM GENERAL MTRS CO 2.7%
Value $4.309M Shares 116,156 Est. Cost $28.36 Unrealized +22.9%
AVGO BROADCOM INC 2.6%
Value $4.22M Shares 14,035 Est. Cost $18.55 Unrealized +21.2%
C CITIGROUP INC 2.6%
Value $4.204M Shares 67,573 Est. Cost $45.43 Unrealized +7.4%
BAC BANK AMER CORP 2.6%
Value $4.15M Shares 150,433 Est. Cost $21.41 Unrealized +11.6%
AMAT APPLIED MATLS INC 2.5%
Value $4.062M Shares 102,411 Est. Cost $31.70 Unrealized +11.4%
INGERSOLL-RAND PLC 2.4%
Value $3.873M Shares 35,876 Est. Cost $89.73 Unrealized
NTR NUTRIEN LTD 2.4%
Value $3.831M Shares 72,607 Est. Cost $38.37 Unrealized +7.4%
BLACKROCK INC 2.3%
Value $3.791M Shares 8,870 Est. Cost $392.79 Unrealized
VLO VALERO ENERGY CORP NEW 2.3%
Value $3.725M Shares 43,916 Est. Cost $46.58 Unrealized +33.9%
LYB LYONDELLBASELL INDUSTRIES N 2.3%
Value $3.666M Shares 43,596 Est. Cost $50.31 Unrealized +10.3%
PYPL PAYPAL HLDGS INC 2.2%
Value $3.602M Shares 34,685 Est. Cost $38.94 Unrealized +142.6%
ABBV ABBVIE INC 2.0%
Value $3.266M Shares 40,524 Est. Cost $56.38 Unrealized +8.2%
MSFT MICROSOFT CORP 2.0%
Value $3.194M Shares 27,080 Est. Cost $102.29 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 2.0%
Value $3.189M Shares 50,945 Est. Cost $53.77 Unrealized
DLR DIGITAL RLTY TR INC 1.9%
Value $3.012M Shares 25,315 Est. Cost $61.39 Unrealized +43.0%
MPC MARATHON PETE CORP 1.6%
Value $2.533M Shares 42,326 Est. Cost $59.86 Unrealized -15.7%
INTERNATIONAL FLAVORS&FRAGRA 1.4%
Value $2.236M Shares 44,780 Est. Cost $49.93 Unrealized
ALB ALBEMARLE CORP 1.3%
Value $2.039M Shares 24,871 Est. Cost $95.61 Unrealized -22.3%
KHC KRAFT HEINZ CO 1.1%
Value $1.771M Shares 54,248 Est. Cost $41.81 Unrealized -30.4%
BB BLACKBERRY LTD 1.0%
Value $1.54M Shares 152,585 Est. Cost $8.46 Unrealized -0.6%
SL GREEN RLTY CORP 0.9%
Value $1.523M Shares 16,940 Est. Cost $100.64 Unrealized
NFLX NETFLIX INC 0.9%
Value $1.48M Shares 4,150 Est. Cost $36.02 Unrealized -3.7%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $1.213M Shares 20,506 Est. Cost $29.38 Unrealized +32.6%
ABT ABBOTT LABS 0.6%
Value $971K Shares 12,150 Est. Cost $31.35 Unrealized +110.9%
BLACKSTONE GROUP L P 0.6%
Value $923K Shares 26,400 Est. Cost $27.27 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $912K Shares 6,525 Est. Cost $78.00 Unrealized +41.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $834K Shares 4,150 Est. Cost $146.91 Unrealized +37.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $801K Shares 5,675 Est. Cost $99.08 Unrealized -4.5%
DIS DISNEY WALT CO 0.5%
Value $799K Shares 7,199 Est. Cost $103.26 Unrealized +4.5%
D DOMINION ENERGY INC 0.5%
Value $769K Shares 10,035 Est. Cost $53.89 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.4%
Value $718K Shares 5,300 Est. Cost $103.66 Unrealized +10.6%
HD HOME DEPOT INC 0.4%
Value $641K Shares 3,341 Est. Cost $58.26 Unrealized +165.5%
FCX FREEPORT-MCMORAN INC 0.4%
Value $632K Shares 49,000 Est. Cost $15.53 Unrealized -28.4%
JPM JPMORGAN CHASE & CO 0.4%
Value $593K Shares 5,860 Est. Cost $81.64 Unrealized +4.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.4%
Value $584K Shares 6,955 Est. Cost $101.06 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value $579K Shares 8,900 Est. Cost $54.27 Unrealized -6.3%
BP BP PLC 0.4%
Value $575K Shares 13,150 Est. Cost $36.30 Unrealized
FDX FEDEX CORP 0.3%
Value $553K Shares 3,050 Est. Cost $155.84 Unrealized 0.0%
HOWARD HUGHES CORP 0.3%
Value $514K Shares 4,675 Est. Cost $112.13 Unrealized
CB CHUBB LIMITED 0.3%
Value $504K Shares 3,600 Est. Cost $96.06 Unrealized +23.4%
UNITED STATES STL CORP NEW 0.3%
Value $487K Shares 25,000 Est. Cost $24.10 Unrealized
COP CONOCOPHILLIPS 0.3%
Value $450K Shares 6,750 Est. Cost $35.31 Unrealized +50.0%
COTY COTY INC 0.3%
Value $448K Shares 39,000 Est. Cost $14.40 Unrealized -37.5%
AMGN AMGEN INC 0.3%
Value $429K Shares 2,258 Est. Cost $120.76 Unrealized +28.1%
GOOG ALPHABET INC 0.2%
Value $404K Shares 344 Est. Cost $33.81 Unrealized +64.7%
PEP PEPSICO INC 0.2%
Value $392K Shares 3,200 Est. Cost $92.45 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value $355K Shares 3,350 Est. Cost $42.28 Unrealized +101.9%
COST COSTCO WHSL CORP NEW 0.2%
Value $327K Shares 1,350 Est. Cost $132.22 Unrealized +50.0%
UAL UNITED CONTL HLDGS INC 0.2%
Value $325K Shares 4,075 Est. Cost $83.40 Unrealized +1.2%
WELL WELLTOWER INC 0.2%
Value $291K Shares 3,750 Est. Cost $44.80 Unrealized +34.6%
LINDE PLC 0.2%
Value $264K Shares 1,500 Est. Cost $156.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $245K Shares 1,275 Est. Cost $164.16 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value $239K Shares 3,500 Est. Cost $65.73 Unrealized 0.0%
DOWDUPONT INC 0.1%
Value $232K Shares 4,350 Est. Cost $63.87 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $218K Shares 2,700 Est. Cost $55.43 Unrealized 0.0%