Filed: 8/11/2025ACC: 0001962713-25-000006
📋 What this filing means
NORDWAND ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $637.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$637.49M
Total AUM (reported)
4.09M
Total Shares
Allocation by class
COM$402.01M63.1%
CL A$90.68M14.2%
LARGE CAP ETF$24.82M3.9%
SHS$13.92M2.2%
CORE S&P SCP ETF$13.07M2.1%
ORD SHS$11.80M1.9%
COM CL A$10.76M1.7%
Portfolio Concentration
Top 3$171.76M26.9%
4–10$112.10M17.6%
11–25$123.23M19.3%
Rest$230.41M36.1%
Top 3 weight
26.9%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 4.09M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole174
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings174
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares120.00
TypeSH
Market value$87.46M
13.72%
Sole
0.00
Shared
0.00
None
120.00
JOHNSON &JOHNSON
SOLEShares335.85K
TypeSH
Market value$51.30M
8.05%
Sole
0.00
Shared
0.00
None
335.85K
BROADCOM INC
SOLEShares119.73K
TypeSH
Market value$33.00M
5.18%
Sole
0.00
Shared
0.00
None
119.73K
VANGUARD INDEX FDS
SOLEShares87K
TypeSH
Market value$24.82M
3.89%
Sole
0.00
Shared
0.00
None
87K
MICROSOFT CORP
SOLEShares46.73K
TypeSH
Market value$23.24M
3.65%
Sole
0.00
Shared
0.00
None
46.73K
ORACLE CORP
SOLEShares76.10K
TypeSH
Market value$16.64M
2.61%
Sole
0.00
Shared
0.00
None
76.10K
EATON CORP PLC
SOLEShares37.03K
TypeSH
Market value$13.22M
2.07%
Sole
0.00
Shared
0.00
None
37.03K
ISHARES TR
SOLEShares119.59K
TypeSH
Market value$13.07M
2.05%
Sole
0.00
Shared
0.00
None
119.59K
JPMORGAN CHASE &CO.
SOLEShares37.85K
TypeSH
Market value$10.97M
1.72%
Sole
0.00
Shared
0.00
None
37.85K
AMERIPRISE FINL INC
SOLEShares18.99K
TypeSH
Market value$10.13M
1.59%
Sole
0.00
Shared
0.00
None
18.99K
RTX CORPORATION
SOLEShares68.47K
TypeSH
Market value$10.00M
1.57%
Sole
0.00
Shared
0.00
None
68.47K
VERTIV HOLDINGS CO
SOLEShares71.55K
TypeSH
Market value$9.19M
1.44%
Sole
0.00
Shared
0.00
None
71.55K
APPLE INC
SOLEShares44.24K
TypeSH
Market value$9.08M
1.42%
Sole
0.00
Shared
0.00
None
44.24K
WASTE MGMT INC DEL
SOLEShares38.77K
TypeSH
Market value$8.87M
1.39%
Sole
0.00
Shared
0.00
None
38.77K
ABBVIE INC
SOLEShares46.17K
TypeSH
Market value$8.57M
1.34%
Sole
0.00
Shared
0.00
None
46.17K
ELI LILLY & CO
SOLEShares10.95K
TypeSH
Market value$8.53M
1.34%
Sole
0.00
Shared
0.00
None
10.95K
ISHARES TR
SOLEShares13.48K
TypeSH
Market value$8.37M
1.31%
Sole
0.00
Shared
0.00
None
13.48K
UNITED RENTALS INC
SOLEShares10.59K
TypeSH
Market value$7.98M
1.25%
Sole
0.00
Shared
0.00
None
10.59K
AIR PRODS &CHEMS INC
SOLEShares27.69K
TypeSH
Market value$7.81M
1.23%
Sole
0.00
Shared
0.00
None
27.69K
CISCO SYS INC
SOLEShares112.09K
TypeSH
Market value$7.78M
1.22%
Sole
0.00
Shared
0.00
None
112.09K
MORGAN STANLEY
SOLEShares54.72K
TypeSH
Market value$7.71M
1.21%
Sole
0.00
Shared
0.00
None
54.72K
UNION PAC CORP
SOLEShares32.83K
TypeSH
Market value$7.55M
1.18%
Sole
0.00
Shared
0.00
None
32.83K
CHEVRON CORP NEW
SOLEShares51.51K
TypeSH
Market value$7.38M
1.16%
Sole
0.00
Shared
0.00
None
51.51K
TE CONNECTIVITY PLC
SOLEShares42.89K
TypeSH
Market value$7.23M
1.13%
Sole
0.00
Shared
0.00
None
42.89K
CANAAN INC
SOLEShares24.01K
TypeSH
Market value$7.18M
1.13%
Sole
0.00
Shared
0.00
None
24.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 120.00 | SH | $87.46M 13.72% | 0.00 | 0.00 | 120.00 |
JOHNSON &JOHNSONSOLE | COM | 335.85K | SH | $51.30M 8.05% | 0.00 | 0.00 | 335.85K |
BROADCOM INCSOLE | COM | 119.73K | SH | $33.00M 5.18% | 0.00 | 0.00 | 119.73K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 87K | SH | $24.82M 3.89% | 0.00 | 0.00 | 87K |
MICROSOFT CORPSOLE | COM | 46.73K | SH | $23.24M 3.65% | 0.00 | 0.00 | 46.73K |
ORACLE CORPSOLE | COM | 76.10K | SH | $16.64M 2.61% | 0.00 | 0.00 | 76.10K |
EATON CORP PLCSOLE | SHS | 37.03K | SH | $13.22M 2.07% | 0.00 | 0.00 | 37.03K |
ISHARES TRSOLE | CORE S&P SCP ETF | 119.59K | SH | $13.07M 2.05% | 0.00 | 0.00 | 119.59K |
JPMORGAN CHASE &CO.SOLE | COM | 37.85K | SH | $10.97M 1.72% | 0.00 | 0.00 | 37.85K |
AMERIPRISE FINL INCSOLE | COM | 18.99K | SH | $10.13M 1.59% | 0.00 | 0.00 | 18.99K |
RTX CORPORATIONSOLE | COM | 68.47K | SH | $10.00M 1.57% | 0.00 | 0.00 | 68.47K |
VERTIV HOLDINGS COSOLE | COM CL A | 71.55K | SH | $9.19M 1.44% | 0.00 | 0.00 | 71.55K |
APPLE INCSOLE | COM | 44.24K | SH | $9.08M 1.42% | 0.00 | 0.00 | 44.24K |
WASTE MGMT INC DELSOLE | COM | 38.77K | SH | $8.87M 1.39% | 0.00 | 0.00 | 38.77K |
ABBVIE INCSOLE | COM | 46.17K | SH | $8.57M 1.34% | 0.00 | 0.00 | 46.17K |
ELI LILLY & COSOLE | COM | 10.95K | SH | $8.53M 1.34% | 0.00 | 0.00 | 10.95K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.48K | SH | $8.37M 1.31% | 0.00 | 0.00 | 13.48K |
UNITED RENTALS INCSOLE | COM | 10.59K | SH | $7.98M 1.25% | 0.00 | 0.00 | 10.59K |
AIR PRODS &CHEMS INCSOLE | COM | 27.69K | SH | $7.81M 1.23% | 0.00 | 0.00 | 27.69K |
CISCO SYS INCSOLE | COM | 112.09K | SH | $7.78M 1.22% | 0.00 | 0.00 | 112.09K |
MORGAN STANLEYSOLE | COM NEW | 54.72K | SH | $7.71M 1.21% | 0.00 | 0.00 | 54.72K |
UNION PAC CORPSOLE | COM | 32.83K | SH | $7.55M 1.18% | 0.00 | 0.00 | 32.83K |
CHEVRON CORP NEWSOLE | COM | 51.51K | SH | $7.38M 1.16% | 0.00 | 0.00 | 51.51K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 42.89K | SH | $7.23M 1.13% | 0.00 | 0.00 | 42.89K |
CANAAN INCSOLE | SPONSORED ADS | 24.01K | SH | $7.18M 1.13% | 0.00 | 0.00 | 24.01K |
Page 1 of 7
…