Copperwynd Financial, LLC Last Quarter Change: USA Stocks, New

Copperwynd Financial, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Copperwynd Financial, LLC opened 7 positions, added to 76, reduced 35, sold out of 5 and left 3 unchanged. The largest increase in value was NFLX (+$2,899,980); the largest decrease was CPRT (-$3,016,247).

T: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 98,156.
SHOP: Country of operation —; Class CL A SUB VTG SHS; Shares 2025-03-31 0; Shares 2025-06-30 10,417.
AON: Country of operation Ireland; Class SHS CL A; Shares 2025-03-31 0; Shares 2025-06-30 2,693.
IAU: Country of operation United States; Class ISHARES NEW; Shares 2025-03-31 0; Shares 2025-06-30 6,258.

Two Form 13F-HR filings compared (SEC CIK 1687832): 2025-03-31 (filed 2025-05-05) and 2025-06-30 (filed 2025-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
T AT&T INC	United States	COM	98,156	+98,156	$0	$2,840,640	+$2,840,640
SHOP SHOPIFY INC		CL A SUB VTG SHS	10,417	+10,417	$0	$1,201,601	+$1,201,601
AON AON PLC	Ireland	SHS CL A	2,693	+2,693	$0	$960,755	+$960,755
IAU ISHARES GOLD TR	United States	ISHARES NEW	6,258	+6,258	$0	$390,249	+$390,249
STM STMICROELECTRONICS N V		NY REGISTRY	8,380	+8,380	$0	$254,836	+$254,836
ADP AUTOMATIC DATA PROCESSING IN	United States	COM	703	+703	$0	$216,805	+$216,805
TMUS T-MOBILE US INC	United States	COM	904	+904	$0	$215,387	+$215,387

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