Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westwind Capital (CIK 1729269) reported $422.1M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($26.6M, 6.29%), AMZN ($25.0M, 5.93%), SPLG ($21.7M, 5.15%), V ($21.6M, 5.11%), MA ($19.5M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | $26.6M | 6.29% | 75,184 | Trimmed |
| 2 | AMZN | AMAZON COM INC COM | $25.0M | 5.93% | 105,066 | Trimmed |
| 3 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $21.7M | 5.15% | 247,379 | Added |
| 4 | V | VISA INC COM CL A | $21.6M | 5.11% | 62,852 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED CL A | $19.5M | 4.62% | 38,001 | Trimmed |
| 6 | NFLX | NETFLIX INC. COM | $18.6M | 4.41% | 260,599 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $17.8M | 4.22% | 89,123 | Trimmed |
| 8 | PLD | PROLOGIS INC. COM | $16.2M | 3.83% | 119,427 | Added |
| 9 | GS | GOLDMAN SACHS GROUP INC COM | $14.7M | 3.49% | 14,571 | Trimmed |
| 10 | TPL | TEXAS PACIFIC LAND CORPORATION COM | $14.7M | 3.48% | 33,540 | Added |
| 11 | BE | BLOOM ENERGY CORP COM CL A | $12.5M | 2.96% | 41,339 | New |
| 12 | NEE | NEXTERA ENERGY INC COM | $12.2M | 2.88% | 138,427 | Added |
| 13 | HUM | HUMANA INC COM | $11.8M | 2.79% | 29,657 | New |
| 14 | MSCI | MSCI INC COM | $11.7M | 2.77% | 20,859 | Added |
| 15 | VRT | VERTIV HOLDINGS CO COM CL A | $11.6M | 2.76% | 34,758 | New |
| 16 | MAR | MARRIOTT INTL INC NEW CL A | $10.8M | 2.56% | 29,138 | New |
| 17 | MSFT | MICROSOFT CORP COM | $10.1M | 2.40% | 27,121 | Trimmed |
| 18 | LLY | ELI LILLY & CO COM | $9.9M | 2.35% | 8,264 | New |
| 19 | NOW | SERVICENOW INC COM | $9.4M | 2.22% | 94,537 | Trimmed |
| 20 | MS | MORGAN STANLEY COM NEW | $9.1M | 2.16% | 43,637 | New |
| 21 | ISRG | INTUITIVE SURGICAL INC COM NEW | $9.0M | 2.14% | 22,682 | Trimmed |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.9M | 1.88% | 67,984 | Added |
| 23 | GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $5.9M | 1.39% | 64,231 | Added |
| 24 | IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $5.5M | 1.30% | 90,867 | Added |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | $3.4M | 0.80% | 5,841 | New |
Source: SEC Form 13F filings · as of 2026-06-30