Latest Windle Wealth, LLC Stock Portfolio

$248Million | No. of Holdings #35

Windle Wealth, LLC Performance

2026 Q2+2.58%

YTD+5.73%

2025+15.37%

About Windle Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Windle Wealth, LLC reported an equity portfolio of $248.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Windle Wealth, LLC are NVDA, AAPL, WELL. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 5.1% of portfolio in APPLE INC. <br><br> They significantly reduced their stock positions in BROADCOM INC (AVGO), EXXON MOBIL CORP (XOM) and WELLTOWER INC (WELL). Windle Wealth, LLC opened new stock positions in GRAYSCALE ETHEREUM STAKING and GRAYSCALE CHAINLINK TR ETF (GLNK). The fund showed a lot of confidence in some stocks as they added substantially to UNILEVER PLC (UL), PEPSICO INC (PEP) and REALTY INCOME CORP (O).

Windle Wealth, LLC Equity Portfolio Value

Last Reported on: 30 Jul, 2026

$248Million

as of Jul 30, 2026

Windle Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Windle Wealth, LLC made a return of 2.58% in the last quarter. In trailing 12 months, it's portfolio return was 13.29%.

Performance
S&P 500

New Buys

Ticker	$ Bought
grayscale ethereum staking	166,671
grayscale solana staking etf	74,945
grayscale chainlink tr etf	64,822

New stocks bought by Windle Wealth, LLC

Additions

Ticker	% Inc.
unilever plc	12.28
pepsico inc	9.85
realty income corp	7.49
illinois tool wks inc	7.12
mcdonalds corp	6.55
microsoft corp	5.54
3m co	5.19
at&t inc	5.07

Additions to existing portfolio by Windle Wealth, LLC

Reductions

Ticker	% Reduced
broadcom inc	-12.32
exxon mobil corp	-0.56
welltower inc	-0.13
amazon com inc	-0.09

Windle Wealth, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Windle Wealth, LLC

Sector Distribution

Windle Wealth, LLC has about 20.5% of it's holdings in Technology sector.

Technology
Consumer Defensive
Communication Services
Healthcare
Real Estate
Utilities
Energy
Industrials
Consumer Cyclical
Financial Services
Others

Sector	%
Technology	20.5
Consumer Defensive	14.8
Communication Services	10.3
Healthcare	9.1
Real Estate	8.4
Utilities	7.7
Energy	7.5
Industrials	7.4
Consumer Cyclical	5.7
Financial Services	4.5
Others	4

Market Cap. Distribution

Windle Wealth, LLC has about 96% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED

Category	%
MEGA-CAP	50.4
LARGE-CAP	45.6
UNALLOCATED	4

Stocks belong to which Index?

About 94.7% of the stocks held by Windle Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	94.7
Others	5.3

Top 5 Winners (%)		%
PANW	palo alto networks inc	112.7 %
TSM	taiwan semiconductor manufac	41.3 %
TROW	price t rowe group inc	25.9 %
GOOG	alphabet inc	24.3 %
GOOG	alphabet inc	23.1 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	2.1 M
TROW	price t rowe group inc	2.0 M
AVGO	broadcom inc	1.9 M
GOOG	alphabet inc	1.7 M
WELL	welltower inc	1.6 M

Top 5 Losers (%)		%
T	at&t inc	-28.1 %
CVX	chevron corporation	-19.9 %
XOM	exxon mobil corp	-19.4 %
COIN	coinbase global inc	-16.3 %
VZ	verizon communications inc	-15.4 %

Top 5 Losers ($)		$
T	at&t inc	-2.9 M
XOM	exxon mobil corp	-2.4 M
CVX	chevron corporation	-2.2 M
VZ	verizon communications inc	-1.6 M
MCD	mcdonalds corp	-1.2 M

Windle Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Windle Wealth, LLC

Windle Wealth, LLC has 35 stocks in it's portfolio. About 46% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Windle Wealth, LLC last quarter.

$248.88MTotal Value

35.00Positions

30 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of Windle Wealth, LLC, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL Windle Wealth, LLC's holding in Apple Inc over time	5.08%	43,651	$12.63M 5.08%	increased 0.72 percentadded

ABBV Abbvie Inc Abbvie IncABBV Windle Wealth, LLC's holding in Abbvie Inc over time	4.43%	43,844	$11.03M 4.43%	increased 2.47 percentadded

AMZN Amazon Com Inc Amazon Com IncAMZN Windle Wealth, LLC's holding in Amazon Com Inc over time	1.23%	12,889	$3.07M 1.23%	decreased 0.09 percentreduced

AVGO Broadcom Inc Broadcom IncAVGO Windle Wealth, LLC's holding in Broadcom Inc over time	4%	26,334	$9.95M 4%	decreased 12.32 percentreduced

COIN Coinbase Global Inc Coinbase Global IncCOIN Windle Wealth, LLC's holding in Coinbase Global Inc over time	0.71%	12,125	$1.77M 0.71%	increased 0.04 percentadded

CVX Chevron Corporation Chevron CorporationCVX Windle Wealth, LLC's holding in Chevron Corporation over time	3.54%	53,163	$8.81M 3.54%	increased 0.15 percentadded

ED Consolidated Edison Inc Consolidated Edison IncED Windle Wealth, LLC's holding in Consolidated Edison Inc over time	3.89%	87,416	$9.67M 3.89%	increased 3.28 percentadded

GLNK Grayscale Chainlink Tr Etf Grayscale Chainlink Tr Etf GLNK Windle Wealth, LLC's holding in Grayscale Chainlink Tr Etf over time	0.03%	10,128	$64.8K 0.03%	new position

GOOG Alphabet Inc Alphabet IncGOOG Windle Wealth, LLC's holding in Alphabet Inc over time	3.7%	26,042	$9.20M 3.7%	increased 0.54 percentadded

GOOG Alphabet Inc Alphabet IncGOOG Windle Wealth, LLC's holding in Alphabet Inc over time	0.24%	1,674	$598.2K 0.24%	increased 0.06 percentadded

HD Home Depot Inc Home Depot IncHD Windle Wealth, LLC's holding in Home Depot Inc over time	0.38%	2,712	$956.5K 0.38%	increased 0.56 percentadded

ITW Illinois Tool Wks Inc Illinois Tool Wks IncITW Windle Wealth, LLC's holding in Illinois Tool Wks Inc over time	3.68%	33,852	$9.16M 3.68%	increased 7.12 percentadded

JNJ Johnson & Johnson Johnson & JohnsonJNJ Windle Wealth, LLC's holding in Johnson & Johnson over time	4.65%	45,541	$11.57M 4.65%	increased 1.19 percentadded

KO Coca Cola Co Coca Cola CoKO Windle Wealth, LLC's holding in Coca Cola Co over time	4.12%	126,116	$10.25M 4.12%	increased 2.14 percentadded

MCD Mcdonalds Corp Mcdonalds CorpMCD Windle Wealth, LLC's holding in Mcdonalds Corp over time	3.21%	29,526	$7.98M 3.21%	increased 6.55 percentadded

MELI Mercadolibre Inc Mercadolibre IncMELI Windle Wealth, LLC's holding in Mercadolibre Inc over time	0.61%	898	$1.52M 0.61%	unchanged 0 percentunchanged

MMM 3m Co 3m CoMMM Windle Wealth, LLC's holding in 3m Co over time	3.74%	57,451	$9.30M 3.74%	increased 5.19 percentadded

MO Altria Group Inc Altria Group IncMO Windle Wealth, LLC's holding in Altria Group Inc over time	4.18%	144,758	$10.42M 4.18%	increased 1.83 percentadded

MSFT Microsoft Corp Microsoft CorpMSFT Windle Wealth, LLC's holding in Microsoft Corp over time	4.03%	26,912	$10.04M 4.03%	increased 5.54 percentadded

NVDA Nvidia Corporation Nvidia CorporationNVDA Windle Wealth, LLC's holding in Nvidia Corporation over time	6.62%	82,316	$16.47M 6.62%	increased 0.13 percentadded