Point Windward Advisors Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 220,389
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 99 | 220,389 | 13F-HR | Point Windward Advisors Inc. |
| Q2 2026 | 7/30/2026 | 97 | 226,146 | 13F-HR | Point Windward Advisors Inc. |
| Q1 2026 | 4/9/2026 | 94 | 199,632 | 13F-HR | Point Windward Advisors Inc. |
| Q4 2025 | 1/14/2026 | 95 | 208,929 | 13F-HR | Beech Hill Advisors, Inc. |
| Q3 2025 | 10/14/2025 | 96 | 214,106 | 13F-HR | Beech Hill Advisors, Inc. |
| Q2 2025 | 7/30/2025 | 96 | 222,214 | 13F-HR | Beech Hill Advisors, Inc. |
| Q2 2014 | 7/21/2014 | 137 | 227,023 | 13F-HR | Beech Hill Advisors, Inc. |
| Q1 2014 | 4/25/2014 | 131 | 213,024 | 13F-HR | Beech Hill Advisors, Inc. |
| Q4 2013 | 1/28/2014 | 129 | 198,087 | 13F-HR | Beech Hill Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 198.8 K | 90.2% | 0 | 4.241 K | -4.241 K |
| ETFs | 21.6 K | 9.8% | 0 | 1.513 K | -1.513 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
220,389
Holdings
99
QoQ value change ($000)
-5,757
(-2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.