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.
Windle Wealth, LLC (CIK 1963452) reported $236.7M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($14.3M, 6.06%), XOM ($12.3M, 5.18%), AAPL ($11.0M, 4.65%), JNJ ($11.0M, 4.65%), CVX ($11.0M, 4.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $14.3M | 6.06% | 82,208 | Hold |
| 2 | XOM | EXXON MOBIL CORP | $12.3M | 5.18% | 72,246 | Trimmed |
| 3 | AAPL | APPLE INC | $11.0M | 4.65% | 43,339 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $11.0M | 4.65% | 45,007 | Trimmed |
| 5 | CVX | CHEVRON CORPORATION | $11.0M | 4.64% | 53,086 | Trimmed |
| 6 | WELL | WELLTOWER INC | $10.7M | 4.53% | 54,222 | Added |
| 7 | T | AT&T INC | $9.9M | 4.17% | 340,108 | Added |
| 8 | VZ | VERIZON COMMUNICATIONS INC | $9.8M | 4.14% | 195,387 | Trimmed |
| 9 | ED | CONSOLIDATED EDISON INC | $9.6M | 4.05% | 84,639 | Added |
| 10 | MSFT | MICROSOFT CORP | $9.4M | 3.99% | 25,500 | Added |
| 11 | KO | COCA COLA CO | $9.4M | 3.97% | 123,473 | Added |
| 12 | MO | ALTRIA GROUP INC | $9.4M | 3.96% | 142,155 | Added |
| 13 | ABBV | ABBVIE INC | $9.3M | 3.93% | 42,788 | Added |
| 14 | AVGO | BROADCOM INC | $9.3M | 3.93% | 30,034 | Added |
| 15 | SO | SOUTHERN CO | $9.2M | 3.89% | 95,318 | Added |
| 16 | MCD | MCDONALDS CORP | $8.6M | 3.64% | 27,712 | Added |
| 17 | ITW | ILLINOIS TOOL WKS INC | $8.2M | 3.48% | 31,601 | Added |
| 18 | PEP | PEPSICO INC | $8.2M | 3.46% | 52,696 | Added |
| 19 | PG | PROCTER & GAMBLE CO | $8.0M | 3.39% | 55,610 | Trimmed |
| 20 | O | REALTY INCOME CORP | $8.0M | 3.38% | 130,917 | Added |
| 21 | MMM | 3M CO | $7.9M | 3.35% | 54,618 | Added |
| 22 | TROW | PRICE T ROWE GROUP INC | $7.5M | 3.15% | 82,686 | Added |
| 23 | GOOG | ALPHABET INC | $7.4M | 3.14% | 25,901 | Added |
| 24 | UL | UNILEVER PLC | $7.2M | 3.03% | 125,915 | Added |
| 25 | AMZN | AMAZON COM INC | $2.7M | 1.14% | 12,901 | Added |
Source: SEC Form 13F filings · as of 2026-03-31