Westwind Capital
CIK 0001729269 · LAS CRUCES, NM · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source ↗
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
Top Holdings
GOOG
ALPHABET INC CAP STK CL C
6.3%
AMZN
AMAZON COM INC COM
5.9%
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
5.2%
V
VISA INC COM CL A
5.1%
MA
MASTERCARD INCORPORATED CL A
4.6%
NFLX
NETFLIX INC. COM
4.4%
NVDA
NVIDIA CORPORATION COM
4.2%
PLD
PROLOGIS INC. COM
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.