Westwind Capital

CIK 0001729269 · LAS CRUCES, NM · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Westwind Capital reported 77 positions worth $422.1K as of June 30, 2026 (13F filed July 15, 2026). Largest holding: GOOG (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$422.1K
2026 Q2
Positions
77
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.5%
Est. Net Flow (Q)
2026 Q2
10 / 77 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INC CAP STK CL CSH$26.6K6.29%75,184
2AMZNAMAZON COM INC COMSH$25.0K5.93%105,066
3SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETFSH$21.7K5.15%247,379
4VVISA INC COM CL ASH$21.6K5.11%62,852
5MAMASTERCARD INCORPORATED CL ASH$19.5K4.62%38,001
6NFLXNETFLIX INC. COMSH$18.6K4.41%260,599
7NVDANVIDIA CORPORATION COMSH$17.8K4.22%89,123
8PLDPROLOGIS INC. COMSH$16.2K3.83%119,427
9GSGOLDMAN SACHS GROUP INC COMSH$14.7K3.49%14,571
10TPLTEXAS PACIFIC LAND CORPORATION COMSH$14.7K3.48%33,540

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Westwind Capital hold as of Q2 2026?

Westwind Capital reported 77 positions worth $422.1K in its Q2 2026 13F filing. Largest positions: GOOG (6.3%), AMZN (5.9%), SPYM (5.2%), V (5.1%) and MA (4.6%).

What did Westwind Capital buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Westwind Capital sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.