Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Copperwynd Financial, LLC

Q1 2025 · 13F-HR

Copperwynd Financial, LLCholdings as filed

Filed 2025-05-05 · accession 0001687832-25-000002

$362.5M
Reported value
144
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$25.0M6.88%53,228CommonNONE
464287622IWBISHARES TR$24.8M6.85%80,990CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$23.7M6.53%465,658CommonNONE
921910816MGKVANGUARD WORLD FD$22.4M6.18%72,567CommonNONE
922908744VTVVANGUARD INDEX FDS$22.2M6.12%128,450CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$20.0M5.51%35,683CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$18.0M4.97%407,359CommonNONE
037833100AAPLAPPLE INC$11.3M3.12%50,952CommonNONE
464287598IWDISHARES TR$10.8M2.99%57,616CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.7M2.95%236,476CommonNONE
808524607SCHASCHWAB STRATEGIC TR$5.7M1.56%241,382CommonNONE
88160R101TSLATESLA INC$5.1M1.42%19,867CommonNONE
67066G104NVDANVIDIA CORPORATION$5.0M1.37%45,795CommonNONE
922908769VTIVANGUARD INDEX FDS$4.9M1.35%17,748CommonNONE
30303M102METAMETA PLATFORMS INC$4.8M1.31%8,269CommonNONE
594918104MSFTMICROSOFT CORP$4.2M1.15%11,059CommonNONE
464287226AGGISHARES TR$3.9M1.08%39,492CommonNONE
04010L103ARCCARES CAPITAL CORP$3.5M0.98%159,731CommonNONE
11135F101AVGOBROADCOM INC$3.5M0.96%20,878CommonNONE
369604301GEGE AEROSPACE$3.5M0.95%17,293CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.4M0.95%2,392CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.4M0.94%21,536CommonNONE
98149E303GLDMWORLD GOLD TR$3.1M0.86%50,643CommonNONE
88579Y101MMM3M CO$3.0M0.84%20,656CommonNONE
217204106CPRTCOPART INC$3.0M0.83%53,300CommonNONE
931142103WMTWALMART INC$2.9M0.80%33,182CommonNONE
023135106AMZNAMAZON COM INC$2.9M0.80%15,188CommonNONE
464288679SHVISHARES TR$2.8M0.78%25,737CommonNONE
78468R663BILSPDR SER TR$2.7M0.74%29,255CommonNONE
46435G342REMISHARES TR$2.5M0.70%113,510CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.69%4,698CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.5M0.68%48,590CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.65%4,320CommonNONE
47103U753JBBBJANUS DETROIT STR TR$2.3M0.62%46,423CommonNONE
64110L106NFLXNETFLIX INC$2.3M0.62%2,416CommonNONE
03831W108APPAPPLOVIN CORP$2.1M0.59%8,043CommonNONE
92826C839VVISA INC$1.9M0.51%5,310CommonNONE
58933Y105MRKMERCK & CO INC$1.9M0.51%20,657CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.47%3,430CommonNONE
464287465EFAISHARES TR$1.6M0.44%19,305CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.43%1,651CommonNONE
58155Q103MCKMCKESSON CORP$1.6M0.43%2,315CommonNONE
74762E102QUREQUANTA SVCS INC$1.5M0.43%6,072CommonNONE
68389X105ORCLORACLE CORP$1.5M0.42%10,928CommonNONE
02079K107GOOGALPHABET INC$1.5M0.41%9,455CommonNONE
532457108LLYELI LILLY & CO$1.5M0.40%1,770CommonNONE
002824100ABTABBOTT LABS$1.4M0.40%10,822CommonNONE
00724F101ADBEADOBE INC$1.4M0.39%3,729CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.37%8,776CommonNONE
82509L107SHOPSHOPIFY INC$1.3M0.36%13,747CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.36%5,209CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$1.3M0.35%5,831CommonNONE
337738108FISVFISERV INC$1.3M0.35%5,697CommonNONE
437076102HDHOME DEPOT INC$1.2M0.34%3,395CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.34%4,996CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.2M0.34%2,530CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.33%2,270CommonNONE
482480100KLACKLA CORP$1.1M0.31%1,677CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.1M0.31%5,419CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.31%1,409CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.30%17,911CommonNONE
52603A208LCLENDINGCLUB CORP$1.1M0.30%104,597CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.1M0.29%4,024CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.29%23,458CommonNONE
929740108WABWABTEC$1.0M0.29%5,711CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.0M0.28%2,954CommonNONE
231021106CMICUMMINS INC$1.0M0.28%3,261CommonNONE
548661107LOWLOWES COS INC$1.0M0.28%4,343CommonNONE
98978V103ZTSZOETIS INC$1.0M0.28%6,109CommonNONE
55354G100MSCIMSCI INC$1.0M0.28%1,773CommonNONE
776696106ROPROPER TECHNOLOGIES INC$993,5470.27%1,685CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$987,1080.27%3,163CommonNONE
98138H101WDAYWORKDAY INC$976,3890.27%4,181CommonNONE
59156R108METMETLIFE INC$964,7060.27%12,015CommonNONE
166764100CVXCHEVRON CORP NEW$946,1610.26%5,656CommonNONE
78463V107GLDSPDR GOLD TR$929,2520.26%3,225CommonNONE
009066101ABNBAIRBNB INC$925,6960.26%7,749CommonNONE
91913Y100VLOVALERO ENERGY CORP$917,7280.25%6,949CommonNONE
366651107ITGARTNER INC$915,8730.25%2,182CommonNONE
233331107DTEDTE ENERGY CO$913,6810.25%6,608CommonNONE
863667101SYKSTRYKER CORPORATION$909,7630.25%2,444CommonNONE
20825C104COPCONOCOPHILLIPS$898,9930.25%8,560CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$895,7090.25%10,883CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$876,4990.24%5,482CommonNONE
060505104BACBANK AMERICA CORP$852,4920.24%20,429CommonNONE
907818108UNPUNION PAC CORP$850,4300.23%3,600CommonNONE
458140100INTCINTEL CORP$849,7140.23%37,416CommonNONE
126650100CVSCVS HEALTH CORP$838,1450.23%12,371CommonNONE
149123101CATCATERPILLAR INC$825,8190.23%2,504CommonNONE
501889208LKQLKQ CORP$819,9790.23%19,275CommonNONE
902494103TSNTYSON FOODS INC$813,1290.22%12,743CommonNONE
911363109URIUNITED RENTALS INC$811,8110.22%1,295CommonNONE
235851102DHRDANAHER CORPORATION$798,5880.22%3,896CommonNONE
49271V100KDPKEURIG DR PEPPER INC$793,4020.22%23,185CommonNONE
12504L109CBRECBRE GROUP INC$781,6720.22%5,977CommonNONE
45337C102INCYINCYTE CORP$771,8310.21%12,747CommonNONE
922908363VOOVANGUARD INDEX FDS$749,7670.21%1,459CommonNONE
254687106DISDISNEY WALT CO$747,9060.21%7,578CommonNONE
40434L105HPQHP INC$737,9890.20%26,652CommonNONE
038222105AMATAPPLIED MATLS INC$736,3420.20%5,074CommonNONE
21036P108STZCONSTELLATION BRANDS INC$721,4130.20%3,931CommonNONE
22160N109CSGPCOSTAR GROUP INC$719,5670.20%9,082CommonNONE
30231G102XOMEXXON MOBIL CORP$718,2340.20%6,039CommonNONE
670100205NVONOVO-NORDISK A S$711,6210.20%10,248CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$695,1560.19%5,390CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$636,4190.18%1,003CommonNONE
87612E106TGTTARGET CORP$603,8110.17%5,786CommonNONE
G3265R107APTVAPTIV PLC$583,9630.16%9,815CommonNONE
23331A109DHID R HORTON INC$569,1940.16%4,477CommonNONE
844741108LUVSOUTHWEST AIRLS CO$547,3880.15%16,301CommonNONE
00287Y109ABBVABBVIE INC$481,1740.13%2,297CommonNONE
150870103CECELANESE CORP DEL$444,1030.12%7,823CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$405,1280.11%11,867CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$387,2800.11%26,783CommonNONE
92189F791GDXJVANECK ETF TRUST$384,2120.11%6,717CommonNONE
27579R104EWBCEAST WEST BANCORP INC$330,4960.09%3,682CommonNONE
855244109SBUXSTARBUCKS CORP$328,8920.09%3,353CommonNONE
892356106TSCOTRACTOR SUPPLY CO$321,5880.09%5,836CommonNONE
05464C101AXONAXON ENTERPRISE INC$303,4730.08%577CommonNONE
464287200IVVISHARES TR$302,3800.08%538CommonNONE
001055102AFLAFLAC INC$284,4620.08%2,558CommonNONE
922908736VUGVANGUARD INDEX FDS$284,4390.08%767CommonNONE
260003108DOVDOVER CORP$281,8580.08%1,604CommonNONE
115236101BROBROWN & BROWN INC$280,9510.08%2,258CommonNONE
031162100AMGNAMGEN INC$276,9680.08%889CommonNONE
14149Y108CAHCARDINAL HEALTH INC$265,1870.07%1,925CommonNONE
172908105CTASCINTAS CORP$258,1930.07%1,256CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$253,5740.07%2,305CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$248,4170.07%1,929CommonNONE
278865100ECLECOLAB INC$246,4790.07%972CommonNONE
297178105ESSESSEX PPTY TR INC$241,7920.07%789CommonNONE
172062101CINFCINCINNATI FINL CORP$236,7580.07%1,603CommonNONE
78409V104SPGIS&P GLOBAL INC$231,2470.06%455CommonNONE
384802104GWWGRAINGER W W INC$231,2030.06%234CommonNONE
G7S00T104PNRPENTAIR PLC$229,6730.06%2,625CommonNONE
311900104FASTFASTENAL CO$223,7320.06%2,885CommonNONE
49456B101KMIKINDER MORGAN INC DEL$217,5760.06%7,626CommonNONE
H1467J104CBCHUBB LIMITED$215,9230.06%715CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$213,6410.06%4,564CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$209,1010.06%2,042CommonNONE
674599105OXYOCCIDENTAL PETE CORP$208,9410.06%4,233CommonNONE
345370860FFORD MTR CO$205,6310.06%20,502CommonNONE
539830109LMTLOCKHEED MARTIN CORP$200,4610.06%449CommonNONE
87266J104TPICQTPI COMPOSITES INC$16,3260.00%20,256CommonNONE

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.