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Copperwynd Financial, LLC

Q4 2023 · 13F-HR

Copperwynd Financial, LLCholdings as filed

Filed 2024-02-13 · accession 0001687832-24-000001

$251.5M
Reported value
136
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$22.3M8.88%46,967CommonNONE
46090E103QQQINVESCO QQQ TR$21.8M8.66%53,167CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$17.3M6.88%418,859CommonNONE
464287622IWBISHARES TR$15.9M6.34%60,804CommonNONE
921910816MGKVANGUARD WORLD FD$15.4M6.11%59,200CommonNONE
922908744VTVVANGUARD INDEX FDS$13.7M5.47%91,932CommonNONE
808515530SCTXXSCHWAB CHARLES FAMILY FD$8.7M3.46%8,702,290CommonNONE
922908736VUGVANGUARD INDEX FDS$8.7M3.45%27,886CommonNONE
922908363VOOVANGUARD INDEX FDS$8.1M3.23%18,613CommonNONE
464287614IWFISHARES TR$7.8M3.09%25,625CommonNONE
037833100AAPLAPPLE INC$6.0M2.37%30,938CommonNONE
922908769VTIVANGUARD INDEX FDS$4.4M1.76%18,629CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.8M1.52%80,871CommonNONE
67066G104NVDANVIDIA CORPORATION$2.8M1.10%5,605CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M1.09%7,778CommonNONE
78464A698KRESPDR SER TR$2.7M1.06%50,778CommonNONE
458140100INTCINTEL CORP$2.3M0.91%45,432CommonNONE
594918104MSFTMICROSOFT CORP$2.2M0.89%5,977CommonNONE
369604301GEGENERAL ELECTRIC CO$2.0M0.80%15,806CommonNONE
532457108LLYELI LILLY & CO$1.9M0.77%3,331CommonNONE
464288513HYGISHARES TR$1.9M0.76%24,758CommonNONE
722304102PDDPDD HOLDINGS INC$1.9M0.76%13,079CommonNONE
46435G342REMISHARES TR$1.9M0.75%80,310CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.8M0.73%4,516CommonNONE
98149E303GLDMWORLD GOLD TR$1.8M0.72%44,170CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.6M0.64%6,313CommonNONE
217204106CPRTCOPART INC$1.6M0.63%32,431CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.5M0.61%1,615CommonNONE
023135106AMZNAMAZON COM INC$1.5M0.60%9,948CommonNONE
126650100CVSCVS HEALTH CORP$1.4M0.58%18,317CommonNONE
74762E102QUREQUANTA SVCS INC$1.4M0.57%6,647CommonNONE
464287226AGGISHARES TR$1.4M0.56%14,251CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.54%3,200CommonNONE
11135F101AVGOBROADCOM INC$1.3M0.53%1,196CommonNONE
00724F101ADBEADOBE INC$1.3M0.51%2,152CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.51%2,413CommonNONE
437076102HDHOME DEPOT INC$1.2M0.48%3,517CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.44%2,389CommonNONE
92826C839VVISA INC$1.0M0.41%3,938CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.40%2,850CommonNONE
482480100KLACKLA CORP$966,8320.38%1,663CommonNONE
46625H100JPMJPMORGAN CHASE & CO$913,3950.36%5,370CommonNONE
03076C106AMPAMERIPRISE FINL INC$905,3980.36%2,384CommonNONE
02079K305GOOGLALPHABET INC$881,9500.35%6,314CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$880,2080.35%1,333CommonNONE
87612E106TGTTARGET CORP$858,7350.34%6,030CommonNONE
02079K107GOOGALPHABET INC$855,7270.34%6,072CommonNONE
166764100CVXCHEVRON CORP NEW$854,0810.34%5,726CommonNONE
23331A109DHID R HORTON INC$837,4710.33%5,510CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$820,7870.33%9,102CommonNONE
20825C104COPCONOCOPHILLIPS$798,4730.32%6,879CommonNONE
91913Y100VLOVALERO ENERGY CORP$773,5940.31%5,951CommonNONE
907818108UNPUNION PAC CORP$767,7610.31%3,126CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$760,1410.30%4,648CommonNONE
237194105DRIDARDEN RESTAURANTS INC$755,8890.30%4,601CommonNONE
17275R102CSCOCISCO SYS INC$755,7500.30%14,959CommonNONE
548661107LOWLOWES COS INC$754,9960.30%3,392CommonNONE
74348A467NOBLPROSHARES TR$750,5570.30%7,884CommonNONE
125269100CFCF INDS HLDGS INC$750,0010.30%9,434CommonNONE
929740108WABWABTEC$747,9370.30%5,894CommonNONE
911363109URIUNITED RENTALS INC$745,5610.30%1,300CommonNONE
337738108FISVFISERV INC$734,7610.29%5,531CommonNONE
776696106ROPROPER TECHNOLOGIES INC$725,3430.29%1,330CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$710,7540.28%3,731CommonNONE
58933Y105MRKMERCK & CO INC$708,0510.28%6,495CommonNONE
235851102DHRDANAHER CORPORATION$702,4030.28%3,036CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$686,1550.27%35,242CommonNONE
40434L105HPQHP INC$675,4980.27%22,449CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$672,2700.27%765CommonNONE
21036P108STZCONSTELLATION BRANDS INC$671,7850.27%2,779CommonNONE
501889208LKQLKQ CORP$670,0910.27%14,022CommonNONE
150870103CECELANESE CORP DEL$667,6690.27%4,297CommonNONE
231021106CMICUMMINS INC$666,1850.26%2,781CommonNONE
64110L106NFLXNETFLIX INC$658,2620.26%1,352CommonNONE
79466L302CRMSALESFORCE INC$654,1660.26%2,486CommonNONE
59156R108METMETLIFE INC$649,1070.26%9,816CommonNONE
98978V103ZTSZOETIS INC$636,5570.25%3,225CommonNONE
81762P102NOWSERVICENOW INC$636,5470.25%901CommonNONE
863667101SYKSTRYKER CORPORATION$634,8150.25%2,120CommonNONE
98138H101WDAYWORKDAY INC$625,8280.25%2,267CommonNONE
002824100ABTABBOTT LABS$624,7890.25%5,676CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$622,5750.25%1,183CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$619,2400.25%2,260CommonNONE
060505104BACBANK AMERICA CORP$616,7390.25%18,317CommonNONE
052769106ADSKAUTODESK INC$614,3000.24%2,523CommonNONE
366651107ITGARTNER INC$604,0360.24%1,339CommonNONE
78463V107GLDSPDR GOLD TR$602,5680.24%3,152CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$601,1090.24%1,713CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$591,3350.24%5,297CommonNONE
88160R101TSLATESLA INC$578,4610.23%2,328CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$569,8460.23%9,319CommonNONE
G6095L109APTIV PLC$562,5140.22%6,270CommonNONE
654106103NKENIKE INC$553,3960.22%5,097CommonNONE
233331107DTEDTE ENERGY CO$552,3050.22%5,009CommonNONE
009066101ABNBAIRBNB INC$545,6490.22%4,008CommonNONE
27579R104EWBCEAST WEST BANCORP INC$544,6620.22%7,570CommonNONE
452327109ILMNILLUMINA INC$540,5300.21%3,882CommonNONE
670100205NVONOVO-NORDISK A S$511,6640.20%4,946CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$500,5530.20%8,151CommonNONE
844741108LUVSOUTHWEST AIRLS CO$487,7540.19%16,889CommonNONE
254687106DISDISNEY WALT CO$481,6830.19%5,335CommonNONE
902494103TSNTYSON FOODS INC$477,8720.19%8,891CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$464,3050.18%12,316CommonNONE
717081103PFEPFIZER INC$404,7310.16%14,058CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$396,1250.16%15,171CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$371,6190.15%2,355CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$368,5240.15%2,376CommonNONE
149123101CATCATERPILLAR INC$343,2730.14%1,161CommonNONE
30231G102XOMEXXON MOBIL CORP$334,4330.13%3,345CommonNONE
855244109SBUXSTARBUCKS CORP$316,7370.13%3,299CommonNONE
G7S00T104PNRPENTAIR PLC$297,6020.12%4,093CommonNONE
464287200IVVISHARES TR$292,3550.12%612CommonNONE
384802104GWWGRAINGER W W INC$287,5550.11%347CommonNONE
172908105CTASCINTAS CORP$280,2370.11%465CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$277,8450.11%1,767CommonNONE
369550108GDGENERAL DYNAMICS CORP$274,2120.11%1,056CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$273,9490.11%778CommonNONE
00287Y109ABBVABBVIE INC$269,7250.11%1,741CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$269,0340.11%10,210CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$266,7380.11%2,097CommonNONE
670346105NUENUCOR CORP$264,3670.11%1,519CommonNONE
001055102AFLAFLAC INC$259,7930.10%3,149CommonNONE
92189F791GDXJVANECK ETF TRUST$253,9970.10%6,700CommonNONE
260003108DOVDOVER CORP$244,5580.10%1,590CommonNONE
H1467J104CBCHUBB LIMITED$231,8760.09%1,026CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$215,8110.09%2,004CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$208,7410.08%896CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$207,7050.08%2,876CommonNONE
372460105GPCGENUINE PARTS CO$206,3650.08%1,490CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$205,9970.08%9,726CommonNONE
05464C101AXONAXON ENTERPRISE INC$205,8890.08%797CommonNONE
539830109LMTLOCKHEED MARTIN CORP$203,3910.08%449CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$201,9160.08%15,250CommonNONE
87266J104TPICQTPI COMPOSITES INC$125,2600.05%30,256CommonNONE
18452B209CLSKCLEANSPARK INC$111,5350.04%10,112CommonNONE
45256X103IBRXIMMUNITYBIO INC$78,8140.03%15,700CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.