Filed: 10/29/2025ACC: 0001962713-25-000007
📋 What this filing means
NORDWAND ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $630.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$630.55M
Total AUM (reported)
4.46M
Total Shares
Allocation by class
COM$397.89M63.1%
CL A$55.16M8.7%
LARGE CAP ETF$26.78M4.2%
SHS$21.71M3.4%
COM NEW$18.10M2.9%
COM CL A$14.04M2.2%
CORE S&P500 ETF$13.10M2.1%
Portfolio Concentration
Top 3$107.60M17.1%
4–10$110.36M17.5%
11–25$140.82M22.3%
Rest$271.77M43.1%
Top 3 weight
17.1%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 4.46M
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
4.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole155
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings155
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.00
TypeSH
Market value$52.04M
8.25%
Sole
0.00
Shared
0.00
None
69.00
BROADCOM INC
SOLEShares87.24K
TypeSH
Market value$28.78M
4.56%
Sole
0.00
Shared
0.00
None
87.24K
VANGUARD INDEX FDS
SOLEShares87K
TypeSH
Market value$26.78M
4.25%
Sole
0.00
Shared
0.00
None
87K
MICROSOFT CORP
SOLEShares49.51K
TypeSH
Market value$25.64M
4.07%
Sole
0.00
Shared
0.00
None
49.51K
ORACLE CORP
SOLEShares68.36K
TypeSH
Market value$19.23M
3.05%
Sole
0.00
Shared
0.00
None
68.36K
EATON CORP PLC
SOLEShares39.48K
TypeSH
Market value$14.77M
2.34%
Sole
0.00
Shared
0.00
None
39.48K
JPMORGAN CHASE & CO.
SOLEShares42.11K
TypeSH
Market value$13.28M
2.11%
Sole
0.00
Shared
0.00
None
42.11K
ISHARES TR
SOLEShares19.57K
TypeSH
Market value$13.10M
2.08%
Sole
0.00
Shared
0.00
None
19.57K
APPLE INC
SOLEShares48.44K
TypeSH
Market value$12.34M
1.96%
Sole
0.00
Shared
0.00
None
48.44K
ISHARES TR
SOLEShares100.94K
TypeSH
Market value$11.99M
1.90%
Sole
0.00
Shared
0.00
None
100.94K
RTX CORPORATION
SOLEShares71.30K
TypeSH
Market value$11.93M
1.89%
Sole
0.00
Shared
0.00
None
71.30K
VERTIV HOLDINGS CO
SOLEShares76.31K
TypeSH
Market value$11.51M
1.83%
Sole
0.00
Shared
0.00
None
76.31K
ABBVIE INC
SOLEShares48.25K
TypeSH
Market value$11.17M
1.77%
Sole
0.00
Shared
0.00
None
48.25K
UNITED RENTALS INC
SOLEShares10.28K
TypeSH
Market value$9.81M
1.56%
Sole
0.00
Shared
0.00
None
10.28K
TE CONNECTIVITY PLC
SOLEShares43.49K
TypeSH
Market value$9.55M
1.51%
Sole
0.00
Shared
0.00
None
43.49K
AMERIPRISE FINL INC
SOLEShares19.31K
TypeSH
Market value$9.49M
1.50%
Sole
0.00
Shared
0.00
None
19.31K
ELI LILLY & CO
SOLEShares11.98K
TypeSH
Market value$9.14M
1.45%
Sole
0.00
Shared
0.00
None
11.98K
MORGAN STANLEY
SOLEShares57.09K
TypeSH
Market value$9.07M
1.44%
Sole
0.00
Shared
0.00
None
57.09K
JOHNSON & JOHNSON
SOLEShares47.95K
TypeSH
Market value$8.89M
1.41%
Sole
0.00
Shared
0.00
None
47.95K
CHEVRON CORP NEW
SOLEShares56.70K
TypeSH
Market value$8.81M
1.40%
Sole
0.00
Shared
0.00
None
56.70K
CUMMINS INC
SOLEShares20.62K
TypeSH
Market value$8.71M
1.38%
Sole
0.00
Shared
0.00
None
20.62K
WASTE MGMT INC DEL
SOLEShares38.77K
TypeSH
Market value$8.56M
1.36%
Sole
0.00
Shared
0.00
None
38.77K
UNION PAC CORP
SOLEShares34.92K
TypeSH
Market value$8.25M
1.31%
Sole
0.00
Shared
0.00
None
34.92K
AIR PRODS & CHEMS INC
SOLEShares29.29K
TypeSH
Market value$7.99M
1.27%
Sole
0.00
Shared
0.00
None
29.29K
HARBOR ETF TRUST
SOLEShares268.44K
TypeSH
Market value$7.94M
1.26%
Sole
0.00
Shared
0.00
None
268.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 69.00 | SH | $52.04M 8.25% | 0.00 | 0.00 | 69.00 |
BROADCOM INCSOLE | COM | 87.24K | SH | $28.78M 4.56% | 0.00 | 0.00 | 87.24K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 87K | SH | $26.78M 4.25% | 0.00 | 0.00 | 87K |
MICROSOFT CORPSOLE | COM | 49.51K | SH | $25.64M 4.07% | 0.00 | 0.00 | 49.51K |
ORACLE CORPSOLE | COM | 68.36K | SH | $19.23M 3.05% | 0.00 | 0.00 | 68.36K |
EATON CORP PLCSOLE | SHS | 39.48K | SH | $14.77M 2.34% | 0.00 | 0.00 | 39.48K |
JPMORGAN CHASE & CO.SOLE | COM | 42.11K | SH | $13.28M 2.11% | 0.00 | 0.00 | 42.11K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.57K | SH | $13.10M 2.08% | 0.00 | 0.00 | 19.57K |
APPLE INCSOLE | COM | 48.44K | SH | $12.34M 1.96% | 0.00 | 0.00 | 48.44K |
ISHARES TRSOLE | CORE S&P SCP ETF | 100.94K | SH | $11.99M 1.90% | 0.00 | 0.00 | 100.94K |
RTX CORPORATIONSOLE | COM | 71.30K | SH | $11.93M 1.89% | 0.00 | 0.00 | 71.30K |
VERTIV HOLDINGS COSOLE | COM CL A | 76.31K | SH | $11.51M 1.83% | 0.00 | 0.00 | 76.31K |
ABBVIE INCSOLE | COM | 48.25K | SH | $11.17M 1.77% | 0.00 | 0.00 | 48.25K |
UNITED RENTALS INCSOLE | COM | 10.28K | SH | $9.81M 1.56% | 0.00 | 0.00 | 10.28K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 43.49K | SH | $9.55M 1.51% | 0.00 | 0.00 | 43.49K |
AMERIPRISE FINL INCSOLE | COM | 19.31K | SH | $9.49M 1.50% | 0.00 | 0.00 | 19.31K |
ELI LILLY & COSOLE | COM | 11.98K | SH | $9.14M 1.45% | 0.00 | 0.00 | 11.98K |
MORGAN STANLEYSOLE | COM NEW | 57.09K | SH | $9.07M 1.44% | 0.00 | 0.00 | 57.09K |
JOHNSON & JOHNSONSOLE | COM | 47.95K | SH | $8.89M 1.41% | 0.00 | 0.00 | 47.95K |
CHEVRON CORP NEWSOLE | COM | 56.70K | SH | $8.81M 1.40% | 0.00 | 0.00 | 56.70K |
CUMMINS INCSOLE | COM | 20.62K | SH | $8.71M 1.38% | 0.00 | 0.00 | 20.62K |
WASTE MGMT INC DELSOLE | COM | 38.77K | SH | $8.56M 1.36% | 0.00 | 0.00 | 38.77K |
UNION PAC CORPSOLE | COM | 34.92K | SH | $8.25M 1.31% | 0.00 | 0.00 | 34.92K |
AIR PRODS & CHEMS INCSOLE | COM | 29.29K | SH | $7.99M 1.27% | 0.00 | 0.00 | 29.29K |
HARBOR ETF TRUSTSOLE | INTERNATNAL COMP | 268.44K | SH | $7.94M 1.26% | 0.00 | 0.00 | 268.44K |
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