Nordwand Advisors
Nordwand Advisors reported 146 stocks worth $652M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVGO (4.7%), VV (4.6%) and MRVL (3.9%). Compared with Q1 2026, the fund opened new positions in YSWY, HON and HONA, added to AVGO, IVV and MSFT, trimmed CMI, LLY and IJR and sold out of BR, VBK and ICE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $30.6M | 4.7% | 81K | +635 (+1%) | 5 of 8 | |
| 2 |  VV Vanguard Large Cap ETF | $29.9M | 4.6% | 87K | No change | 5 of 8 | |
| 3 |  MRVL Marvell Technology Inc | $25.4M | 3.9% | 85K | No change | 4 of 8 | |
| 4 |  IVV Ishares TR | $19.1M | 2.9% | 26K | +678 (+3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $19.1M | 2.9% | 51K | +1,002 (+2%) | 8 of 8 | |
| 6 |  VRT Vertiv Holdings Co | $19.1M | 2.9% | 57K | +98 (+0%) | 5 of 8 | |
| 7 |  ETN Eaton Corp PLC | $17.3M | 2.6% | 41K | +369 (+1%) | 5 of 8 | |
| 8 |  CMI Cummins Inc | $14.3M | 2.2% | 20K | −25 (−0%) | 5 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $14.2M | 2.2% | 121K | +650 (+1%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $14M | 2.1% | 12K | −88 (−1%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.7M | 12K |
 BR Broadridge Finl Solutions in | $634K | 3,903 |
 VBK Vanguard Small Cap | $453K | 1,500 |
 ICE Intercontinental Exchange in | $346K | 2,200 |
 ADP Automatic Data Processing in | $302K | 1,485 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nordwand Advisors 13F FAQ
What does Nordwand Advisors own?
Nordwand Advisors reported 146 stocks worth $652M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVGO (4.7%), VV (4.6%) and MRVL (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Nordwand Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 62 added to, 32 trimmed and 10 sold out. New positions include YSWY, HON and HONA. It sold all of BR, VBK and ICE.
When will Nordwand Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nordwand Advisors's portfolio worth?
The Q2 2026 filing reports $652M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.