Ian Meiksins

Tradewinds, Llc.

Assets Managed

$310.317M

Holdings

153

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

-25.94%(2Q avg: -11.94%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tradewinds, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 153 positions.

Assets under management

The assets under management (AUM) of Tradewinds, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 310.317M in assets, with a quarterly growth rate of -25.94% and a 2-quarter average growth rate of -11.94%. The portfolio is managed by Ian Meiksins, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -11.82%	7.2%	$22.339M 112,567 shares@ $198.45 avg price	Decreased -11.82%
AAPL Apple Inc Recent Activity Decreased -4.44%	6.72%	$20.829M 74,352 shares@ $280.15 avg price	Decreased -4.44%
MSFT Microsoft Corp Recent Activity Decreased -6.21%	4.83%	$14.973M 36,127 shares@ $414.45 avg price	Decreased -6.21%
AMZN Amazon.com Inc Recent Activity Decreased -4.45%	4.67%	$14.476M 53,961 shares@ $268.27 avg price	Decreased -4.45%
GOOG Alphabet Inc-cl C Recent Activity Decreased -8.28%	4.17%	$12.931M 33,743 shares@ $383.23 avg price	Decreased -8.28%
WMT Walmart Inc Recent Activity Decreased -6.1%	3.82%	$11.843M 89,994 shares@ $131.61 avg price	Decreased -6.1%
JPM Jpmorgan Chase & Co Recent Activity Decreased -4.93%	3.58%	$11.079M 35,455 shares@ $312.48 avg price	Decreased -4.93%
MS Morgan Stanley Recent Activity Decreased -4.78%	3.13%	$9.698M 50,997 shares@ $190.17 avg price	Decreased -4.78%
BKR Baker Hughes Co Recent Activity Decreased -7.2%	2.84%	$8.789M 127,157 shares@ $69.13 avg price	Decreased -7.2%
DE Deere & Co Recent Activity Decreased -6.43%	2.77%	$8.59M 14,881 shares@ $577.27 avg price	Decreased -6.43%

1-10 of 153