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Portfolio (Quarterly) Guide ↗

Windle Wealth, LLC

· CIK 0001963452
13F Portfolio $249M AUM 35 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 22 Added 4 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC Technology 26,334.0 $9.9M 4.00% -2K -5.4% $377.75 -5.3%
2 XOM EXXON MOBIL CORP Energy 71,845.0 $9.8M 3.95% -2K -3.3% $136.72 +16.6%
3 CVX CHEVRON CORPORATION Energy 53,163.0 $8.8M 3.54% -1K -2.2% $165.76 +25.8%
4 PG PROCTER & GAMBLE CO Consumer Defensive 57,434.0 $8.4M 3.38% -2K -3.5% $146.64 -0.1%

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 16.0%
Healthcare 9.8%
Real Estate 9.1%
Utilities 8.2%
Energy 8.1%
Industrials 8.0%
Communication Services 7.2%
Consumer Cyclical 6.2%
Financial Services 5.0%