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Westwind Capital Portfolio
$426.2M across 87 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-10.5%
-24.9% a year vs the S&P 500
3 years
+7.1%
-14.2% a year vs the S&P 500
5 years
-0.6%
-12.8% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +3.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -12.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | -0.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +12.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -7.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $28.9M | 6.8% | 41,298 |
| AMZNAmazon.com Inc | $24.5M | 5.7% | 98,258 |
| GOOGAlphabet Inc | $23.9M | 5.6% | 70,180 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $21.6M | 5.1% | 240,135 |
| VVisa Inc | $20.9M | 4.9% | 58,146 |
| MAMastercard Inc | $19.4M | 4.6% | 35,217 |
| NVDANVIDIA Corp | $19.4M | 4.5% | 84,754 |
| MSFTMicrosoft Corp | $12.9M | 3.0% | 25,090 |
| GSGoldman Sachs Group Inc | $12.1M | 2.8% | 13,438 |
| PLTRPalantir Technologies Inc | $11.9M | 2.8% | 63,624 |
| NOWServiceNow Inc | $11.6M | 2.7% | 86,597 |
| WMTWalmart Inc | $11.4M | 2.7% | 109,677 |
| HUMHumana Inc | $10.8M | 2.5% | 28,266 |
| BEBloom Energy Corp | $10.7M | 2.5% | 38,470 |
| MSCIMSCI Inc | $10.3M | 2.4% | 19,142 |
| TPLTexas Pacific Land Corp | $9.2M | 2.2% | 28,239 |
| LLYEli Lilly and Co | $9.1M | 2.1% | 7,871 |
| ISRGIntuitive Surgical Inc | $8.6M | 2.0% | 21,072 |
| MARMarriott International Inc | $8.1M | 1.9% | 22,747 |
| PLDPrologis Inc | $7.9M | 1.9% | 60,858 |
| MSMorgan Stanley | $7.5M | 1.8% | 39,766 |
| CRWDCrowdStrike Holdings Inc | $7.3M | 1.7% | 27,407 |
| MPCMarathon Petroleum Corp | $5.8M | 1.4% | 14,656 |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $5.3M | 1.2% | 86,158 |
| GSSCTR ACTIVEBETA US SMALL CAP EQUITY ETF | $5.2M | 1.2% | 61,049 |
| VRTVertiv Holdings Co | $4.2M | 1.0% | 17,449 |
| STONEX GROUP INC COM | $3.6M | 0.9% | 56,266 |
| NETCloudflare Inc | $2.8M | 0.7% | 8,113 |
| AMDAdvanced Micro Devices Inc | $2.7M | 0.6% | 4,489 |
| KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | $2.7M | 0.6% | 57,001 |
| IGViShares Expanded Tech-Software Sector ETF | $2.5M | 0.6% | 23,764 |
| TUTTLE CAPITAL PURE PLAY PHOTONICS ETF | $2.5M | 0.6% | 139,147 |
| DEFIANCE AI & POWER INFRASTRUCTURE ETF | $2.4M | 0.6% | 86,536 |
| IYJiShares U.S. Industrials ETF | $2.4M | 0.6% | 15,700 |
| DELLDell Technologies Inc | $2.3M | 0.5% | 4,322 |
| IATISHARES U.S. REGIONAL BANKS ETF | $2.3M | 0.5% | 40,076 |
| STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $2.3M | 0.5% | 27,143 |
| VLOValero Energy Corp | $2.2M | 0.5% | 5,706 |
| MRVLMarvell Technology Inc | $2.1M | 0.5% | 8,031 |
| ABNBAirbnb Inc | $2.1M | 0.5% | 13,148 |
| MUMicron Technology Inc | $1.9M | 0.4% | 1,800 |
| TERTeradyne Inc | $1.9M | 0.4% | 4,676 |
| LRCXLam Research Corp | $1.8M | 0.4% | 5,553 |
| NTRSNorthern Trust Corp | $1.8M | 0.4% | 10,628 |
| STLDSteel Dynamics Inc | $1.8M | 0.4% | 8,057 |
| MPWRMonolithic Power Systems Inc | $1.8M | 0.4% | 1,324 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.8M | 0.4% | 1,931 |
| CSCOCisco Systems Inc | $1.8M | 0.4% | 16,431 |
| CPAYCorpay Inc | $1.8M | 0.4% | 4,545 |
| SNDKSandisk Corp | $1.8M | 0.4% | 1,014 |
| ANETArista Networks Inc | $1.7M | 0.4% | 8,581 |
| FFord Motor Co | $1.7M | 0.4% | 144,434 |
| MOAltria Group Inc | $1.7M | 0.4% | 25,701 |
| WSMWilliams-Sonoma Inc | $1.7M | 0.4% | 7,552 |
| LITELumentum Holdings Inc | $1.7M | 0.4% | 1,761 |
| TXNTexas Instruments Inc | $1.7M | 0.4% | 6,071 |
| FIXComfort Systems USA Inc | $1.7M | 0.4% | 1,027 |
| GLGlobe Life Inc | $1.7M | 0.4% | 10,187 |
| VEEVVeeva Systems Inc | $1.7M | 0.4% | 5,900 |
| WDCWestern Digital Corp | $1.7M | 0.4% | 3,674 |
| SOLVSolventum Corp | $1.6M | 0.4% | 18,663 |
| FOXFox Corp | $1.6M | 0.4% | 29,071 |
| YUMYum! Brands Inc | $1.6M | 0.4% | 11,921 |
| STTState Street Corp | $1.6M | 0.4% | 9,297 |
| TTWOTake-Two Interactive Software Inc | $1.6M | 0.4% | 7,763 |
| GEVGE Vernova Inc | $1.6M | 0.4% | 1,650 |
| DISWalt Disney Co | $1.5M | 0.4% | 14,297 |
| IBKRInteractive Brokers Group Inc | $1.5M | 0.4% | 17,494 |
| MCHPMicrochip Technology Inc | $1.5M | 0.3% | 18,856 |
| AVGOBroadcom Inc | $1.4M | 0.3% | 4,109 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.4M | 0.3% | 1,889 |
| ODFLOld Dominion Freight Line Inc | $1.4M | 0.3% | 7,976 |
| LUVSouthwest Airlines Co | $1.3M | 0.3% | 31,344 |
| AMATApplied Materials Inc | $1.3M | 0.3% | 2,508 |
| DVADaVita Inc | $1.3M | 0.3% | 7,152 |
| ECHOSTAR CORP CL A | $1.2M | 0.3% | 13,918 |
| KLACKLA Corp | $1.2M | 0.3% | 6,153 |
| VANGUARD CORE PLUS BOND ETF | $929K | 0.2% | 12,546 |
| APPApplovin Corp | $538K | 0.1% | 1,853 |
| GOOGLAlphabet Inc | $452K | 0.1% | 1,315 |
| VNQVanguard Real Estate ETF | $247K | 0.1% | 2,755 |
| IWRiShares Russell Mid-Cap ETF | $207K | 0.0% | 1,943 |
| ISHARES ASIA 50 ETF | $175K | 0.0% | 1,233 |
| EBAYeBay Inc | $144K | 0.0% | 13,604 |
| NFLXNetflix Inc | $91K | 0.0% | 1,310 |
| IOTSamsara Inc | $64K | 0.0% | 1,676 |
| BSXBoston Scientific Corp | $60K | 0.0% | 1,369 |
Quarter ending 2026-09-30.
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