Institutional
Windle Wealth, LLC
CIK 0001963452
$248.9M
Reported AUM
35
Positions
Q2 2026
Period
2026-07-30
Filed
Editorial summary
Summary for Windle Wealth, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $16.5M | 6.62% | — | HELD |
| 2 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $12.6M | 5.08% | — | HELD |
| 3 | WELL | WELLTOWER INC | $235.63 | -2.26% | 47.25% | 209.30% | $12.3M | 4.94% | — | HELD |
| 4 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $11.6M | 4.65% | — | HELD |
| 5 | ABBV | ABBVIE INC | $257.79 | -2.09% | 36.96% | 157.96% | $11.0M | 4.43% | — | HELD |
| 6 | MO | ALTRIA GROUP INC | $67.94 | -9.32% | 29.49% | 119.51% | $10.4M | 4.18% | — | HELD |
| 7 | KO | COCA COLA CO | $88.51 | -0.63% | 30.56% | 80.02% | $10.2M | 4.12% | — | HELD |
| 8 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $10.0M | 4.03% | — | HELD |
| 9 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $9.9M | 4.00% | — | HELD |
| 10 | XOM | EXXON MOBIL CORP | $157.13 | 0.25% | 47.45% | 240.22% | $9.8M | 3.95% | — | HELD |
| 11 | ED | CONSOLIDATED EDISON INC | $109.66 | -2.31% | 8.47% | 71.32% | $9.7M | 3.89% | — | HELD |
| 12 | TROW | PRICE T ROWE GROUP INC | $119.28 | 0.34% | 21.79% | -33.69% | $9.5M | 3.83% | — | HELD |
| 13 | SO | SOUTHERN CO | $94.34 | -1.78% | 4.42% | 73.99% | $9.4M | 3.78% | — | HELD |
| 14 | MMM | 3M CO | $176.07 | -1.06% | 25.53% | 29.64% | $9.3M | 3.74% | — | HELD |
| 15 | GOOG | ALPHABET INC | $333.53 | -0.66% | 77.27% | 132.86% | $9.2M | 3.70% | — | HELD |
| 16 | ITW | ILLINOIS TOOL WKS INC | $283.70 | -2.99% | 18.84% | 41.32% | $9.2M | 3.68% | — | HELD |
| 17 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | 31.24% | 138.73% | $8.8M | 3.54% | — | HELD |
| 18 | O | REALTY INCOME CORP | $64.43 | -1.69% | 18.64% | 17.20% | $8.7M | 3.50% | — | HELD |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | 16.40% | 16.53% | $8.5M | 3.43% | — | HELD |
| 20 | UL | UNILEVER PLC | $65.27 | -1.11% | 0.31% | 24.42% | $8.5M | 3.42% | — | HELD |
| 21 | PG | PROCTER & GAMBLE CO | $143.95 | -1.47% | -1.63% | 14.96% | $8.4M | 3.38% | — | HELD |
| 22 | MCD | MCDONALDS CORP | $268.44 | -1.13% | -9.83% | 25.28% | $8.0M | 3.21% | — | HELD |
| 23 | PEP | PEPSICO INC | $140.20 | -2.30% | 7.11% | 7.50% | $7.8M | 3.15% | — | HELD |
| 24 | T | AT&T INC | $23.21 | -3.05% | -12.59% | 51.24% | $7.4M | 2.97% | — | HELD |
| 25 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $3.1M | 1.23% | — | HELD |
| 26 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | 81.72% | 308.84% | $1.8M | 0.73% | — | HELD |
| 27 | COIN | COINBASE GLOBAL INC | $163.58 | 2.18% | -49.13% | -38.19% | $1.8M | 0.71% | — | HELD |
| 28 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | -22.48% | -1.37% | $1.5M | 0.61% | — | HELD |
| 29 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 61.05% | 241.53% | $1.1M | 0.46% | — | HELD |
| 30 | HD | HOME DEPOT INC | $333.33 | -1.46% | -7.06% | 17.45% | $956K | 0.38% | — | HELD |
| 31 | TSLA | TESLA INC | $308.80 | 3.51% | — | — | $747K | 0.30% | — | HELD |
| 32 | GOOGL | ALPHABET INC | $333.62 | -0.92% | — | — | $598K | 0.24% | — | HELD |
| 33 | ETH | GRAYSCALE ETHEREUM STAKING | $18.32 | 1.83% | — | — | $167K | 0.07% | — | HELD |
| 34 | GSOL | GRAYSCALE SOLANA STAKING ETF | $5.64 | 2.92% | — | — | $75K | 0.03% | — | HELD |
| 35 | GLNK | GRAYSCALE CHAINLINK TR ETF | $7.54 | 3.43% | — | — | $65K | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0001963452-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.