Nordwand Advisors, LLC — 13F holdings

Nordwand Advisors, LLC reported 146 holdings worth $652M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AVGO BROADCOM INC — $30.6M (4.7%)
2. VV VANGUARD INDEX FDS — $29.9M (4.6%)
3. MRVL MARVELL TECHNOLOGY INC — $25.4M (3.9%)
4. IVV ISHARES TR — $19.1M (2.9%)
5. MSFT MICROSOFT CORP — $19.1M (2.9%)
6. VRT VERTIV HOLDINGS CO — $19.1M (2.9%)
7. ETN Eaton Corp PLC — $17.3M (2.7%)
8. CMI CUMMINS INC — $14.3M (2.2%)
9. CSCO CISCO SYS INC — $14.2M (2.2%)
10. LLY ELI LILLY & CO — $14.0M (2.2%)