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Portfolio (Quarterly) Guide ↗

Windle Wealth, LLC

· CIK 0001963452
13F Portfolio $223M AUM 34 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 15 Added 6 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC 121,262.0 $7.9M 3.55% NEW $65.40
2 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 14,296.0 $227K 0.10% NEW $15.85 +2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Consumer Defensive 15.2%
Communication Services 11.5%
Healthcare 8.9%
Energy 8.0%
Real Estate 8.0%
Utilities 7.5%
Industrials 7.4%
Consumer Cyclical 6.8%
Financial Services 4.3%